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
CMP
801
Courage Miller Partners
Virginia
$397K
AFG
802
Atomi Financial Group
New York
$396K
SAM
803
Silvercrest Asset Management
New York
$393K
BWG
804
Balanced Wealth Group
Ohio
$391K
ST
805
Sentinel Trust
Texas
$391K
ABWM
806
Alpine Bank Wealth Management
Colorado
$391K
HNWA
807
Henrickson Nauta Wealth Advisors
Michigan
$389K
FPW
808
Fairvoy Private Wealth
Alabama
$389K
OC
809
Oakworth Capital
Alabama
$386K
NSAM
810
North Star Asset Management
Wisconsin
$385K
PWM
811
PMG Wealth Management
Illinois
$385K
IIC
812
Ironwood Investment Counsel
Arizona
$385K
SG
813
StoneX Group
New York
$385K
NFA
814
Northwest Financial Advisors
Virginia
$385K
IA
815
Invested Advisors
Pennsylvania
$385K
YP
816
YANKCOM Partnership
South Dakota
$384K
HAIM
817
Hunter Associates Investment Management
Pennsylvania
$383K
CWP
818
CFM Wealth Partners
Texas
$383K
LWM
819
LongView Wealth Management
Georgia
$382K
PFGIA
820
Patriot Financial Group Insurance Agency
Massachusetts
$381K
SEP
821
Southland Equity Partners
Missouri
$381K
CPA
822
Cardiff Park Advisors
California
$379K
DLHL
823
Donald L. Hagan LLC
Florida
$379K
BCM
824
Brookstone Capital Management
Illinois
$378K
NC
825
NewSquare Capital
Pennsylvania
$377K