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iShares Select Dividend ETF

1,296 hedge funds and large institutions have $8.98B invested in iShares Select Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 444 increasing their positions, 425 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,109% more call options, than puts

Call options by funds: $150M | Put options by funds: $12.4M

4% more repeat investments, than reductions

Existing positions increased: 444 | Existing positions reduced: 425

4% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 73

0.32% less ownership

Funds ownership: 45.64%45.32% (-0.32%)

2% less capital invested

Capital invested by funds: $9.16B → $8.98B (-$179M)

1% less funds holding

Funds holding: 1,3131,296 (-17)

13% less funds holding in top 10

Funds holding in top 10: 3934 (-5)

Holders
1,296
Holders Change
-17
Holders Change %
-1.29%
% of All Funds
17.06%
Holding in Top 10
34
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-12.82%
% of All Funds
0.45%
New
76
Increased
444
Reduced
425
Closed
73
Calls
$150M
Puts
$12.4M
Net Calls
+$137M
Net Calls Change
-$4.23M
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
226
Wolff Wiese Magana
California
$3.06M -$38.8K -300 -1%
MCCA
227
Mill Creek Capital Advisors
Pennsylvania
$3.02M +$20.5K +158 +0.7%
CGH
228
CMG Global Holdings
Texas
$3.02M +$514K +3,973 +22%
OA
229
Operose Advisors
Wisconsin
$2.99M +$24K +185 +0.8%
CAGAS
230
Capital Advisory Group Advisory Services
Minnesota
$2.96M +$38.2K +295 +1%
FPAS
231
Focus Partners Advisor Solutions
Missouri
$2.96M +$360K +2,781 +14%
EFS
232
Essex Financial Services
Connecticut
$2.94M -$62.3K -481 -2%
KFA
233
Kapstone Financial Advisors
Ohio
$2.93M -$14.5K -112 -0.5%
BCI
234
Brinker Capital Investments
Pennsylvania
$2.92M -$902K -6,966 -24%
HNWAG
235
High Net Worth Advisory Group
Florida
$2.92M -$91.2K -704 -3%
SS
236
SBI Securities
Japan
$2.91M +$6.6K +51 +0.2%
MPCL
237
My Personal CFO LLC
Washington
$2.91M +$5.96K +46 +0.2%
Wealthfront Advisers
238
Wealthfront Advisers
California
$2.88M +$406K +3,133 +17%
GS
239
GTS Securities
New York
$2.84M +$2.77M +21,357 New
MMG
240
Monetary Management Group
Missouri
$2.82M
HSA
241
HBK Sorce Advisory
Pennsylvania
$2.81M -$49.8K -385 -2%
WSFS
242
Wilmington Savings Fund Society
Delaware
$2.8M +$205K +1,586 +8%
CHC
243
City Holding Co
West Virginia
$2.8M -$36.9K -285 -1%
NCM
244
Narwhal Capital Management
Georgia
$2.78M -$652K -5,035 -19%
PIA
245
Pinion Investment Advisors
Kansas
$2.75M -$1.73M -13,375 -39%
SPC
246
Sigma Planning Corp
Michigan
$2.75M -$305K -2,353 -10%
SCA
247
Snowden Capital Advisors
New York
$2.71M -$61.4K -474 -2%
IC
248
IEQ Capital
California
$2.71M -$5.19M -40,053 -66%
AT
249
Arlington Trust
Alabama
$2.69M
PL
250
Plancorp LLC
Missouri
$2.68M

DVY Hedge Fund Activity: Q2 2025 in Review

1,296 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q2 2025, worth a combined $8.98B — down 2% from $9.16B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new DVY positions and 73 closed out — a net gain of 3 holders — while 444 added to existing stakes and 425 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $102M. The largest seller was Bank of America, cutting an estimated $48.3M.

  • 1,296 institutional investors held iShares Select Dividend ETF (DVY) as of Q2 2025, down from 1,313 in Q1 2025.
  • Funds reported $8.98B of iShares Select Dividend ETF stock for Q2 2025, down 2% quarter-over-quarter.
  • 76 funds opened new iShares Select Dividend ETF positions in Q2 2025 and 73 closed out, a net change of +3 holders.
  • The largest iShares Select Dividend ETF buyer in Q2 2025 was Royal Bank of Canada, an estimated $102M added.
  • The largest iShares Select Dividend ETF seller in Q2 2025 was Bank of America, an estimated $48.3M sold.

Based on aggregated 13F filings for Q2 2025.