DVY icon

iShares Select Dividend ETF

1,394 hedge funds and large institutions have $10.3B invested in iShares Select Dividend ETF in 2026 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 444 increasing their positions, 432 reducing their positions, and 59 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 funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

3% more repeat investments, than reductions

Existing positions increased: 444 | Existing positions reduced: 432

2% more capital invested

Capital invested by funds: $10.1B → $10.3B (+$209M)

0.9% less ownership

Funds ownership: 47.05%46.15% (-0.9%)

Holders
1,394
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
$179M
Puts
$89.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
76
Cresset Asset Management
Illinois
$15.6M
Lido Advisors
77
Lido Advisors
California
$15.3M
Kayne Anderson Rudnick Investment Management
78
Kayne Anderson Rudnick Investment Management
California
$15M
AWM
79
AE Wealth Management
Kansas
$14.9M
PIA
80
Powell Investment Advisors
Florida
$14.9M
Corient Private Wealth
81
Corient Private Wealth
Florida
$14.4M
SPIA
82
Steward Partners Investment Advisory
New York
$14.2M
JWM
83
JGP Wealth Management
Oregon
$14M
BPA
84
Beacon Pointe Advisors
California
$14M
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$13.9M
MML Investors Services
86
MML Investors Services
Massachusetts
$13.5M
NSIM
87
North Star Investment Management
Illinois
$12.5M
MCM
88
MAI Capital Management
Ohio
$12.4M
AG
89
AlTi Global
New York
$12M
QCM
90
Quantinno Capital Management
New York
$11.5M
FUBT
91
First United Bank & Trust
Maryland
$11.4M
RMAM
92
Raab & Moskowitz Asset Management
New Jersey
$11.2M
SA
93
Sanctuary Advisors
Indiana
$11.2M
AIM
94
Allen Investment Management
New York
$11M
IWC
95
Integrated Wealth Concepts
Massachusetts
$11M
Pathstone Holdings
96
Pathstone Holdings
New Jersey
$10.8M
WLIM
97
White Lighthouse Investment Management
Massachusetts
$10.7M
ONB
98
Old National Bancorp
Indiana
$10.5M
SWA
99
SOA Wealth Advisors
New York
$9.6M
KWA
100
Kingswood Wealth Advisors
California
$9.53M