DVY icon

iShares Select Dividend ETF

1,292 hedge funds and large institutions have $9.47B invested in iShares Select Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 389 increasing their positions, 454 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:

0.09% less ownership

Funds ownership: 45.25%45.16% (-0.09%)

6% less funds holding in top 10

Funds holding in top 10: 3331 (-2)

14% less repeat investments, than reductions

Existing positions increased: 389 | Existing positions reduced: 454

Holders
1,292
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

Top Buyers

1 +$36.4M
2 +$16.5M
3 +$14.9M
4
Osaic Holdings
Osaic Holdings
Arizona
+$12.1M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$6.44M

Top Sellers

1 -$38.8M
2 -$27.2M
3 -$23.5M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$22M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$14.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HFRG
1326
Houlihan Financial Resource Group
Virginia
MFA
1327
Morling Financial Advisors
California
EWM
1328
Evolution Wealth Management
Florida
CICI
1329
Capital Investment Counsel Inc
North Carolina
FIM
1330
FWL Investment Management
Texas
WW
1331
Winnow Wealth
Texas
GC
1332
Garde Capital
Washington
BMM
1333
Berkshire Money Management
Massachusetts
EC
1334
Elequin Capital
New York
TSMHT
1335
Thurston Springer Miller Herd & Titak
Indiana
FPF
1336
First Pacific Financial
Washington
HT
1337
Headlands Technologies
Illinois
BCMLT
1338
Beacon Capital Management LLC (Tennessee)
Tennessee
TIM
1339
Total Investment Management
Arizona
PAM
1340
Parvin Asset Management
South Dakota
VWM
1341
Valley Wealth Managers
New Jersey
PSFG
1342
Park Square Financial Group
Georgia
LWCFA
1343
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
HFM
1344
Hartford Financial Management
Connecticut
BIG
1345
Brooklyn Investment Group
New York
BA
1346
Bellwether Advisors
Nebraska
CPA
1347
Compass Planning Associates
Massachusetts
T
1348
Transce3nd
Texas