We are live on ! Find out more
DVY icon

iShares Select Dividend ETF

1,379 hedge funds and large institutions have $10.1B invested in iShares Select Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 467 increasing their positions, 376 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

964% more call options, than puts

Call options by funds: $109M | Put options by funds: $10.2M

231% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 45

24% more repeat investments, than reductions

Existing positions increased: 467 | Existing positions reduced: 376

6% more capital invested

Capital invested by funds: $9.5B → $10.1B (+$591M)

6% more funds holding

Funds holding: 1,3051,379 (+74)

3% more funds holding in top 10

Funds holding in top 10: 3132 (+1)

1.76% more ownership

Funds ownership: 45.31%47.06% (+1.8%)

Holders
1,379
Holders Change
+74
Holders Change %
+5.67%
% of All Funds
16.78%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.39%
New
149
Increased
467
Reduced
376
Closed
45
Calls
$109M
Puts
$10.2M
Net Calls
+$98.6M
Net Calls Change
-$37.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
701
Mowery & Schoenfeld Wealth Management
Illinois
$641K
MWM
702
Mascoma Wealth Management
New Hampshire
$638K -$16.5K -117 -3%
AG
703
Ascent Group
Virginia
$637K +$10.9K +77 +2%
FWM
704
Fonville Wealth Management
Virginia
$633K +$2.83K +20 +0.4%
KWM
705
Kingsview Wealth Management
Oregon
$630K +$9.75K +69 +2%
CIA
706
Compass Ion Advisors
Pennsylvania
$629K
HWA
707
Heartwood Wealth Advisors
Virginia
$621K -$848 -6 -0.1%
SFS
708
Summit Financial Strategies
Ohio
$620K
CFP
709
Catalyst Financial Partners
Massachusetts
$619K
SC
710
SouthState Corp
Florida
$616K -$11.4K -81 -2%
IRC
711
Investors Research Corp
Georgia
$612K -$10.6K -75 -2%
SW
712
SkyOak Wealth
Michigan
$612K -$4.94K -35 -0.8%
CF
713
Centaurus Financial
California
$609K +$27.7K +196 +5%
Q1WB
714
Quest 10 Wealth Builders
Virginia
$609K -$1.13K -8 -0.2%
LNB
715
Ledyard National Bank
$608K -$20.1K -142 -3%
SF
716
Summit Financial
New Jersey
$607K +$80K +566 +15%
NP
717
Nilsine Partners
Colorado
$605K +$393K +2,783 +185%
LIM
718
Leavell Investment Management
Alabama
$604K +$60.2K +426 +11%
BOJHT
719
Bank of Jackson Hole Trust
Wyoming
$603K +$191K +1,350 +46%
FG
720
Fiduciary Group
Georgia
$602K
BAM
721
Bellevue Asset Management
Washington
$600K +$3.11K +22 +0.5%
RIA
722
Realta Investment Advisors
Delaware
$595K +$24.9K +176 +4%
PA
723
Procyon Advisors
Connecticut
$590K +$80.7K +571 +16%
KWM
724
KFG Wealth Management
Indiana
$590K -$6.36K -45 -1%
FIA
725
Foundations Investment Advisors
Arizona
$589K +$381K +2,699 +183%