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
FFM
976
Forum Financial Management
Illinois
$277K
SWM
977
Sterling Wealth Management
Illinois
$277K
BAM
978
Bosun Asset Management
Illinois
$277K
PIA
979
Perennial Investment Advisors
California
$276K
GS
980
GWN Securities
Florida
$276K
GWMIA
981
Global Wealth Management Investment Advisory
Florida
$275K
PVI
982
Pine Valley Investments
New Jersey
$275K
CNBOF
983
City National Bank of Florida
Florida
$274K
ACM
984
Advisors Capital Management
New Jersey
$274K
AWG
985
Altus Wealth Group
Colorado
$273K
WCP
986
Wealthcare Capital Partners
Pennsylvania
$272K
LA
987
Legacy Advisors
Pennsylvania
$272K
SFP
988
Sterling Financial Planning
New Jersey
$271K
BFP
989
Birchwood Financial Partners
Minnesota
$269K
CICC
990
Capital Investment Counsel (Colorado)
Colorado
$269K
SNBOSCI
991
Security National Bank of Sioux City Iowa
Iowa
$269K
GAM
992
Grandview Asset Management
Pennsylvania
$269K
CG
993
CFO4Life Group
Texas
$268K
DCM
994
Dudley Capital Management
Virginia
$268K
VC
995
Vicus Capital
Pennsylvania
$268K
GD
996
Grandfield & Dodd
New York
$268K
MMPW
997
Mitchell McLeod Pugh & Williams
Alabama
$268K
OW
998
Olistico Wealth
Oklahoma
$265K
DE
999
Diversified Enterprises
Delaware
$265K
CLP
1000
Charis Legacy Partners
Texas
$264K