DVY icon

iShares Select Dividend ETF

1,276 hedge funds and large institutions have $8.94B invested in iShares Select Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 437 increasing their positions, 419 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,276
Holders Change
-20
Holders Change %
-1.54%
% of All Funds
17.11%
Holding in Top 10
32
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15.79%
% of All Funds
0.43%
New
78
Increased
437
Reduced
419
Closed
71
Calls
$150M
Puts
$12.4M
Net Calls
+$137M
Net Calls Change
-$4.23M
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
201
Geneos Wealth Management
Colorado
$3.54M -$3.38M -25,436 -49%
TFG
202
Taylor Financial Group
Virginia
$3.51M +$396K +2,981 +13%
WAP
203
Wealthcare Advisory Partners
Pennsylvania
$3.51M -$141K -1,058 -4%
ATC
204
Argent Trust Co
Tennessee
$3.49M +$27.9K +210 +0.8%
HH
205
Hilltop Holdings
Texas
$3.46M +$160K +1,204 +5%
PFA
206
Pinnacle Family Advisors
Missouri
$3.39M +$1.23M +9,339 +57%
GPA
207
Guidance Point Advisors
Massachusetts
$3.33M +$22.7K +171 +0.7%
DADC
208
D.A. Davidson & Co
Montana
$3.31M +$478K +3,599 +17%
MMA
209
Miracle Mile Advisors
California
$3.27M +$1M +7,534 +44%
QCM
210
Quantinno Capital Management
New York
$3.26M +$1.13M +8,479 +53%
FTS
211
Fifth Third Securities
Ohio
$3.25M -$66.5K -501 -2%
SQA
212
Simon Quick Advisors
New Jersey
$3.2M +$40.6K +306 +1%
SCG
213
Sonata Capital Group
Washington
$3.19M -$135K -1,015 -4%
MWM
214
Mission Wealth Management
California
$3.18M +$134K +1,010 +4%
AA
215
Argent Advisors
Louisiana
$3.16M +$3.98K +30 +0.1%
Envestnet Portfolio Solutions
216
Envestnet Portfolio Solutions
Illinois
$3.14M -$281K -2,116 -8%
VFA
217
Valeo Financial Advisors
Indiana
$3.13M +$394K +2,967 +14%
JIC
218
Joel Isaacson & Co
New York
$3.12M +$47.3K +356 +2%
FCBT
219
First Citizens Bank & Trust
North Carolina
$3.12M -$11.4K -86 -0.4%
WWM
220
Western Wealth Management
Colorado
$3.12M -$371K -2,795 -11%
ATPW
221
Ashton Thomas Private Wealth
Arizona
$3.11M +$893K +6,727 +40%
JWA
222
JFS Wealth Advisors
Pennsylvania
$3.1M +$50.5K +380 +2%
EWA
223
EP Wealth Advisors
California
$3.1M +$146K +1,102 +5%
WWM
224
Wolff Wiese Magana
California
$3.06M -$39.8K -300 -1%
MCCA
225
Mill Creek Capital Advisors
Pennsylvania
$3.02M +$21K +158 +0.7%