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
GT
126
Glenview Trust
Kentucky
$6.49M
SA
127
Sanctuary Advisors
Indiana
$6.45M
SFA
128
Sequoia Financial Advisors
Ohio
$6.43M
PCIA
129
Prime Capital Investment Advisors
Kansas
$6.36M
HCMT
130
Highland Capital Management (Tennessee)
Tennessee
$6.32M
VCM
131
Vivaldi Capital Management
Illinois
$6.15M
RG
132
Rathbones Group
United Kingdom
$6.11M
GA
133
GoalVest Advisory
New York
$6.04M
NEAM
134
New England Asset Management
Connecticut
$5.86M
IA
135
IFP Advisors
Florida
$5.86M
OC
136
Oppenheimer & Co
New York
$5.82M
Brown Advisory
137
Brown Advisory
Maryland
$5.77M
CM
138
Capula Management
Cayman Islands
$5.75M
JWCA
139
J.W. Cole Advisors
Florida
$5.75M
PWP
140
Principle Wealth Partners
Connecticut
$5.72M
IA
141
IFG Advisory
Georgia
$5.7M
CAAM
142
Cornerstone Advisors Asset Management
Pennsylvania
$5.69M
SFI
143
SPC Financial Inc
Maryland
$5.57M
BHBT
144
Burke & Herbert Bank & Trust
Virginia
$5.56M
SB
145
SIG Brokerage
New York
$5.45M
JGIA
146
Jackson Grant Investment Advisers
Connecticut
$5.44M
FWA
147
FOCUS Wealth Advisors
Texas
$5.35M
MBTD
148
Mechanics Bank - Trust Department
California
$5.3M
SAS
149
Stelac Advisory Services
New York
$5.22M
CFO
150
Callan Family Office
Pennsylvania
$5.2M