DVY icon

iShares Select Dividend ETF

1,365 hedge funds and large institutions have $10.1B invested in iShares Select Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 464 increasing their positions, 375 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,365
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
31
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$109M
Puts
$10.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
701
Heartwood Wealth Advisors
Virginia
$621K
SFS
702
Summit Financial Strategies
Ohio
$620K
CFP
703
Catalyst Financial Partners
Massachusetts
$619K
SC
704
SouthState Corp
Florida
$616K
IRC
705
Investors Research Corp
Georgia
$612K
SW
706
SkyOak Wealth
Michigan
$612K
CF
707
Centaurus Financial
California
$609K
Q1WB
708
Quest 10 Wealth Builders
Virginia
$609K
LNB
709
Ledyard National Bank
$608K
SF
710
Summit Financial
New Jersey
$607K
NP
711
Nilsine Partners
Colorado
$605K
LIM
712
Leavell Investment Management
Alabama
$604K
BOJHT
713
Bank of Jackson Hole Trust
Wyoming
$603K
FG
714
Fiduciary Group
Georgia
$602K
BAM
715
Bellevue Asset Management
Washington
$600K
RIA
716
Realta Investment Advisors
Delaware
$595K
PA
717
Procyon Advisors
Connecticut
$590K
KWM
718
KFG Wealth Management
Indiana
$590K
FIA
719
Foundations Investment Advisors
Arizona
$589K
BW
720
BIP Wealth
Georgia
$585K
RCG
721
Regatta Capital Group
California
$582K
AI
722
Atria Investments
North Carolina
$582K
MFS
723
Madrona Financial Services
Washington
$578K
TCOT
724
Trust Company of Toledo
Ohio
$576K
BC
725
Barrett & Company
Rhode Island
$575K