We are live on ! Find out more
DVY icon

iShares Select Dividend ETF

1,305 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, 395 increasing their positions, 458 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,937% more call options, than puts

Call options by funds: $143M | Put options by funds: $7.03M

54% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 56

6% more capital invested

Capital invested by funds: $8.98B → $9.5B (+$527M)

1% more funds holding

Funds holding: 1,2961,305 (+9)

0.01% less ownership

Funds ownership: 45.32%45.31% (-0.01%)

9% less funds holding in top 10

Funds holding in top 10: 3431 (-3)

14% less repeat investments, than reductions

Existing positions increased: 395 | Existing positions reduced: 458

Holders
1,305
Holders Change
+9
Holders Change %
+0.69%
% of All Funds
17.13%
Holding in Top 10
31
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.82%
% of All Funds
0.41%
New
86
Increased
395
Reduced
458
Closed
56
Calls
$143M
Puts
$7.03M
Net Calls
+$136M
Net Calls Change
-$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
BM
1026
Berman McAleer
Maryland
$231K +$225K +1,628 New
AWAG
1027
ARS Wealth Advisors Group
Florida
$231K
UIM
1028
Unified Investment Management
Georgia
$231K
DWAM
1029
Duncan Williams Asset Management
Tennessee
$231K +$2.08K +15 +0.9%
PFBT
1030
Parkside Financial Bank & Trust
Missouri
$231K +$138 +1 +0.1%
1NWS
1031
1 North Wealth Services
Maryland
$231K -$831 -6 -0.4%
PFM
1032
Phillips Financial Management
Indiana
$231K -$969 -7 -0.4%
TAM
1033
Tucker Asset Management
Colorado
$230K +$210K +1,519 +1,489%
VWA
1034
Visionary Wealth Advisors
Illinois
$230K -$9.14K -66 -4%
DJSG
1035
D.J. St. Germain
Massachusetts
$230K +$3.05K +22 +1%
FDDB
1036
Fidelity D&D Bancorp
Pennsylvania
$229K
SWP
1037
Sagespring Wealth Partners
Tennessee
$229K +$7.2K +52 +3%
CA
1038
Crumly & Associates
Illinois
$228K +$223K +1,607 New
TCM
1039
TABR Capital Management
California
$228K +$1.94K +14 +0.9%
FCM
1040
Firestone Capital Management
Florida
$228K
AWA
1041
ARQ Wealth Advisors
Arizona
$227K
CCM
1042
Carderock Capital Management
Maryland
$227K
OFO
1043
OneAscent Family Office
Alabama
$227K
ATS
1044
Ashton Thomas Securities
New York
$227K +$222K +1,600 New
CT
1045
Colonial Trust
South Carolina
$227K -$124K -893 -36%
MFG
1046
Mustico Financial Group
New York
$226K +$221K +1,595 New
UAS
1047
United Asset Strategies
New York
$226K
AWA
1048
Adapt Wealth Advisors
Georgia
$226K
KOMWMG
1049
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$224K +$692 +5 +0.3%
FGWP
1050
Founders Grove Wealth Partners
Virginia
$224K +$218K +1,576 New