DVY icon

iShares Select Dividend ETF

1,299 hedge funds and large institutions have $9.5B invested in iShares Select Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 393 increasing their positions, 457 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.03% more ownership

Funds ownership: 45.26%45.29% (+0.03%)

6% less funds holding in top 10

Funds holding in top 10: 3331 (-2)

14% less repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 457

Holders
1,299
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
$143M
Puts
$7.03M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
751
Strategic Wealth Partners
Ohio
$464K
RDFA
752
Ritter Daniher Financial Advisory
Ohio
$462K
CG
753
Caprock Group
Idaho
$459K
QCM
754
QRG Capital Management
Illinois
$456K
PMG
755
ProVise Management Group
Florida
$454K
ACA
756
Aspire Capital Advisors
Washington
$452K
OIA
757
Optimum Investment Advisors
Illinois
$451K
WOSD
758
WFA of San Diego
California
$449K
C
759
Certuity
Florida
$447K
LDB
760
Lee, Danner & Bass
Tennessee
$443K
VCM
761
Vision Capital Management
Oregon
$440K
JPWM
762
Jamison Private Wealth Management
Georgia
$439K
TCWM
763
Total Clarity Wealth Management
Illinois
$436K
FFWM
764
Future Financial Wealth Management
Ohio
$436K
CWA
765
Continuum Wealth Advisors
New York
$435K
TWM
766
Thrive Wealth Management
Pennsylvania
$434K
PCM
767
Parsons Capital Management
Rhode Island
$432K
PWA
768
Primoris Wealth Advisors
Florida
$430K
MAWA
769
Moss Adams Wealth Advisors
Washington
$428K
RA
770
RFG Advisory
Alabama
$427K
NG
771
Northstar Group
New York
$427K
CPSAC
772
Chas P. Smith & Associates (CPS)
Florida
$427K
HI
773
Horizon Investments
North Carolina
$427K
PCA
774
Providence Capital Advisors
North Carolina
$427K
TA
775
TrueWealth Advisors
Alabama
$426K