DVY icon

iShares Select Dividend ETF

1,347 hedge funds and large institutions have $10B invested in iShares Select Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 459 increasing their positions, 373 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,347
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$109M
Puts
$10.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KL
76
KWMG LLC
Kansas
$15M
NAM
77
NTV Asset Management
West Virginia
$14.9M
MGIA
78
Moneta Group Investment Advisors
Missouri
$14.8M
CAM
79
Cresset Asset Management
Illinois
$14M
PIA
80
Powell Investment Advisors
Florida
$13.8M
MML Investors Services
81
MML Investors Services
Massachusetts
$13.4M
DC
82
Davenport & Co
Virginia
$13.2M
SPIA
83
Steward Partners Investment Advisory
New York
$13.1M
BF
84
BOK Financial
Oklahoma
$12.8M
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$12.6M
ONB
86
Old National Bancorp
Indiana
$12.3M
MCM
87
MAI Capital Management
Ohio
$11.9M
JWM
88
JGP Wealth Management
Oregon
$11.9M
BPA
89
Beacon Pointe Advisors
California
$11.7M
NSIM
90
North Star Investment Management
Illinois
$11.6M
NA
91
NewEdge Advisors
Louisiana
$11.1M
SA
92
Sanctuary Advisors
Indiana
$10.5M
AIM
93
Allen Investment Management
New York
$10.3M
Kayne Anderson Rudnick Investment Management
94
Kayne Anderson Rudnick Investment Management
California
$10.2M
SIAP
95
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$10.1M
WLIM
96
White Lighthouse Investment Management
Massachusetts
$9.94M
Pathstone Holdings
97
Pathstone Holdings
New Jersey
$9.58M
RMAM
98
Raab & Moskowitz Asset Management
New Jersey
$9.22M
SWA
99
SOA Wealth Advisors
New York
$9.2M
FUBT
100
First United Bank & Trust
Maryland
$9.19M