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
TCM
801
Twele Capital Management
Minnesota
$384K
SCA
802
Sage Capital Advisors
South Dakota
$384K
FA
803
FC Advisory
Pennsylvania
$383K
RMDI
804
R.M. Davis Inc
Maine
$382K
AFO
805
Arrowroot Family Office
California
$382K
Simplex Trading
806
Simplex Trading
Illinois
$381K
FFIC
807
First Fiduciary Investment Counsel
Ohio
$381K
SIMG
808
Sonora Investment Management Group
Arizona
$380K
PWAM
809
Private Wealth Asset Management
Iowa
$379K
PK
810
Pflug Koory
Nebraska
$378K
VIP
811
Vantage Investment Partners
Missouri
$378K
SFB
812
STAR Financial Bank
Indiana
$377K
SFS
813
Stiles Financial Services
Minnesota
$376K
PWM
814
PBMares Wealth Management
Virginia
$376K
CAM
815
Creekmur Asset Management
Illinois
$375K
AUB
816
Atlantic Union Bankshares
Virginia
$374K
AIA
817
Armor Investment Advisors
North Carolina
$373K
DFS
818
Dixon Fnancial Services
California
$373K
OWP
819
Obermeyer Wealth Partners
Colorado
$372K
CMP
820
Courage Miller Partners
Virginia
$371K
SG
821
StoneX Group
New York
$370K
CMS
822
Capital Market Strategies
Florida
$370K
WFAG
823
Worth Financial Advisory Group
North Carolina
$369K
BBA
824
BLB&B Advisors
Pennsylvania
$368K
HNWA
825
Henrickson Nauta Wealth Advisors
Michigan
$368K