DVY icon

iShares Select Dividend ETF

1,394 hedge funds and large institutions have $10.3B invested in iShares Select Dividend ETF in 2026 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 444 increasing their positions, 432 reducing their positions, and 59 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 funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

3% more repeat investments, than reductions

Existing positions increased: 444 | Existing positions reduced: 432

2% more capital invested

Capital invested by funds: $10.1B → $10.3B (+$209M)

0.9% less ownership

Funds ownership: 47.05%46.15% (-0.9%)

Holders
1,394
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
$179M
Puts
$89.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
151
Concurrent Investment Advisors
Florida
$5.37M
BL
152
Balentine LLC
Georgia
$5.37M
SB
153
SIG Brokerage
New York
$5.29M
PA
154
Pinnacle Associates
New York
$5.27M
LOWM
155
Laurel Oak Wealth Management
New Jersey
$5.24M
FAT
156
First American Trust
California
$5.22M
MMHP
157
Murphy Middleton Hinkle & Parker
Georgia
$5.17M
IF
158
Ironwood Financial
Arizona
$5.16M
SC
159
Scotia Capital
Ontario, Canada
$5.12M
AllianceBernstein
160
AllianceBernstein
Tennessee
$5.05M
AFG
161
Albion Financial Group
Utah
$4.99M
AF
162
Allworth Financial
California
$4.99M
MCM
163
MV Capital Management
Maryland
$4.97M
AQR Capital Management
164
AQR Capital Management
Connecticut
$4.96M
KA
165
Klingman & Associates
New York
$4.88M
HW
166
Hancock Whitney
Mississippi
$4.86M
FTUS
167
Flow Traders U.S.
New York
$4.82M
CM
168
Cornerstone Management
Georgia
$4.81M
OFG
169
Omega Financial Group
California
$4.78M
JPLA
170
Joseph P. Lucia & Associates
New York
$4.76M
FWCM
171
Ferguson Wellman Capital Management
Oregon
$4.75M
KeyBank National Association
172
KeyBank National Association
Ohio
$4.74M
KWM
173
Keebeck Wealth Management
Illinois
$4.72M
LP
174
LGL Partners
Pennsylvania
$4.71M
DADC
175
D.A. Davidson & Co
Montana
$4.68M