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
SAM
1076
Summit Asset Management
Tennessee
$213K
DPI
1077
Diversified Portfolios Inc
Michigan
$213K
AC
1078
Asio Capital
Kentucky
$213K
IA
1079
Intellus Advisors
Florida
$213K
PRTG
1080
Post Resch Tallon Group
New York
$213K
LWM
1081
LJI Wealth Management
Indiana
$210K
SWM
1082
Segment Wealth Management
Texas
$210K
MYIA
1083
Mount Yale Investment Advisors
Colorado
$210K
CWS
1084
Confluence Wealth Services
Pennsylvania
$210K
OHWA
1085
Oak Hill Wealth Advisors
Virginia
$210K
FIA
1086
Foundations Investment Advisors
Arizona
$210K
BFG
1087
Berger Financial Group
Minnesota
$209K
CFO
1088
Collective Family Office
Pennsylvania
$208K
PWM
1089
Partners Wealth Management
California
$208K
Chevy Chase Trust
1090
Chevy Chase Trust
Maryland
$207K
SWRP
1091
Summit Wealth & Retirement Planning
California
$207K
SRC
1092
Sage Rhino Capital
California
$207K
RCA
1093
Riverview Capital Advisers
Massachusetts
$207K
BAG
1094
Bridgewealth Advisory Group
California
$206K
OWA
1095
Octavia Wealth Advisors
Ohio
$205K
HCA
1096
Harbour Capital Advisors
Virginia
$205K
AFC
1097
AFT Forsyth & Company
Florida
$205K
RB
1098
Renasant Bank
Mississippi
$205K
FMN
1099
Financial Management Network
California
$204K
SL
1100
Salomon & Ludwin
Virginia
$204K