DVY icon

iShares Select Dividend ETF

1,296 hedge funds and large institutions have $9.13B invested in iShares Select Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 395 increasing their positions, 459 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,296
Holders Change
-19
Holders Change %
-1.44%
% of All Funds
17.6%
Holding in Top 10
38
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+18.75%
% of All Funds
0.52%
New
80
Increased
395
Reduced
459
Closed
71
Calls
$147M
Puts
$5.27M
Net Calls
+$142M
Net Calls Change
-$73M
Name Holding Trade Value Shares
Change
Shares
Change %
CPSC
751
Carl P. Sherr & Co
Massachusetts
$461K
CG
752
Caprock Group
Idaho
$460K
STA
753
Smith Thornton Advisors
Alabama
$459K -$2.01K -15 -0.4%
CCMG
754
Clark Capital Management Group
Pennsylvania
$458K -$121K -900 -21%
WWP
755
Waypoint Wealth Partners
California
$458K -$23.5K -175 -5%
BC
756
Barrett & Company
Rhode Island
$457K +$2.15K +16 +0.5%
LGWM
757
Litman Gregory Wealth Management
California
$457K -$86.2K -642 -16%
ZBNA
758
Zions Bancorporation, National Association
Utah
$455K +$455K +3,390 New
CFGW
759
Chancellor Financial Group WB
Pennsylvania
$454K
HWA
760
HCR Wealth Advisors
California
$453K -$20.1K -150 -4%
OIA
761
Optimum Investment Advisors
Illinois
$453K -$11.6K -86 -2%
IWS
762
Insight Wealth Strategies
California
$452K +$2.28K +17 +0.5%
LDB
763
Lee, Danner & Bass
Tennessee
$449K -$8.73K -65 -2%
BWM
764
Birchcreek Wealth Management
Ohio
$449K -$80.2K -597 -15%
SAM
765
Secure Asset Management
Michigan
$449K -$60K -447 -12%
GIM
766
Grassi Investment Management
California
$447K +$940 +7 +0.2%
SCM
767
Sage Capital Management
New Jersey
$447K +$3.09K +23 +0.7%
HZ
768
Hixon Zuercher
Ohio
$445K -$24K -179 -5%
AF
769
Alerus Financial
North Dakota
$444K
FMII
770
Farmers & Merchants Investments Inc
Nebraska
$442K
AFG
771
ABLE Financial Group
Arizona
$440K
HC
772
Hoese & Co
Minnesota
$440K
JSW
773
Journey Strategic Wealth
New Jersey
$437K -$12.1K -90 -3%
RDFA
774
Ritter Daniher Financial Advisory
Ohio
$437K
CA
775
Cambridge Advisors
Nebraska
$436K -$5.37K -40 -1%