DVY icon

iShares Select Dividend ETF

1,287 hedge funds and large institutions have $8.96B invested in iShares Select Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 439 increasing their positions, 424 reducing their positions, and 72 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

2% less capital invested

Capital invested by funds: $9.14B → $8.96B (-$184M)

1% less funds holding

Funds holding: 1,3031,287 (-16)

13% less funds holding in top 10

Funds holding in top 10: 3833 (-5)

Holders
1,287
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$150M
Puts
$12.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
776
Optimum Investment Advisors
Illinois
$421K
GIM
777
Grassi Investment Management
California
$421K
WOSD
778
WFA of San Diego
California
$420K
COI
779
Connable Office Inc
Michigan
$418K
IA
780
Integrity Alliance
Iowa
$417K
NG
781
Northstar Group
New York
$415K
VCM
782
Vision Capital Management
Oregon
$412K
JPWM
783
Jamison Private Wealth Management
Georgia
$410K
Citadel Advisors
784
Citadel Advisors
Florida
$409K
FFWM
785
Future Financial Wealth Management
Ohio
$407K
CWA
786
Continuum Wealth Advisors
New York
$406K
PWA
787
Primoris Wealth Advisors
Florida
$405K
TWM
788
Thrive Wealth Management
Pennsylvania
$405K
MAWA
789
Moss Adams Wealth Advisors
Washington
$400K
PCA
790
Providence Capital Advisors
North Carolina
$400K
TA
791
TrueWealth Advisors
Alabama
$398K
WPC
792
Waters Parkerson & Co
Louisiana
$393K
NAMP
793
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$393K
HI
794
Horizon Investments
North Carolina
$392K
ESB
795
Essex Savings Bank
Connecticut
$391K
LDB
796
Lee, Danner & Bass
Tennessee
$391K
BWG
797
Balanced Wealth Group
Ohio
$390K
BOJHT
798
Bank of Jackson Hole Trust
Wyoming
$388K
AA
799
AF Advisors
California
$386K
BB
800
Busey Bank
Illinois
$385K