DVY icon

iShares Select Dividend ETF

1,287 hedge funds and large institutions have $8.96B invested in iShares Select Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 439 increasing their positions, 424 reducing their positions, and 72 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

2% less capital invested

Capital invested by funds: $9.14B → $8.96B (-$184M)

1% less funds holding

Funds holding: 1,3031,287 (-16)

13% less funds holding in top 10

Funds holding in top 10: 3833 (-5)

Holders
1,287
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
$150M
Puts
$12.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
1251
Paladin Advisory Group
Iowa
$14.3K
TAM
1252
Tucker Asset Management
Colorado
$13.5K
QPBE
1253
Quintet Private Bank (Europe)
Luxembourg
$13.3K
HR
1254
Howe & Rusling
New York
$13.3K
MSFP
1255
Mark Sheptoff Financial Planning
Connecticut
$13.3K
HFS
1256
Hughes Financial Services
Virginia
$13.1K
DAM
1257
Delta Asset Management
Tennessee
$13K
AEPWM
1258
Atlantic Edge Private Wealth Management
Florida
$12K
BIG
1259
Brooklyn Investment Group
New York
$11.2K
VWM
1260
Vermillion Wealth Management
Minnesota
$10.9K
BA
1261
Bellwether Advisors
Nebraska
$10.2K
Allspring Global Investments
1262
Allspring Global Investments
North Carolina
$10.2K
MDCM
1263
Morgan Dempsey Capital Management
Wisconsin
$9.96K
RF
1264
Robbins Farley
New Hampshire
$9.96K
TCM
1265
TD Capital Management
Tennessee
$9.78K
IWM
1266
Inlight Wealth Management
Georgia
$9.7K
PGAM
1267
Princeton Global Asset Management
New Jersey
$9.3K
RBC
1268
Roble Belko & Company
Pennsylvania
$9K
CFFP
1269
Center for Financial Planning
Michigan
$8.1K
RFA
1270
Register Financial Advisors
Georgia
$7.33K
CFP
1271
Comprehensive Financial Planning
Pennsylvania
$7.04K
PWMG
1272
Prestige Wealth Management Group
New Jersey
$6.91K
SIS
1273
Strategic Investment Solutions
Illinois
$6.64K
WA
1274
WPG Advisers
Maryland
$4.76K
MYIA
1275
Mount Yale Investment Advisors
Colorado
$3.93K