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iShares Select Dividend ETF

1,314 hedge funds and large institutions have $9.16B invested in iShares Select Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 399 increasing their positions, 464 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,686% more call options, than puts

Call options by funds: $147M | Put options by funds: $5.27M

22% more funds holding in top 10

Funds holding in top 10: 3239 (+7)

14% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 72

0.05% less ownership

Funds ownership: 45.69%45.64% (-0.05%)

1% less funds holding

Funds holding: 1,3291,314 (-15)

9% less capital invested

Capital invested by funds: $10B → $9.16B (-$861M)

14% less repeat investments, than reductions

Existing positions increased: 399 | Existing positions reduced: 464

Holders
1,314
Holders Change
-15
Holders Change %
-1.13%
% of All Funds
17.62%
Holding in Top 10
39
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+21.88%
% of All Funds
0.52%
New
82
Increased
399
Reduced
464
Closed
72
Calls
$147M
Puts
$5.27M
Net Calls
+$142M
Net Calls Change
-$73M
Name Holding Trade Value Shares
Change
Change in
Stake
MMG
251
Monetary Management Group
Missouri
$2.85M +$302K +2,250 +12%
AAS
252
Ameritas Advisory Services
Nebraska
$2.82M -$375K -2,793 -12%
SCA
253
Snowden Capital Advisors
New York
$2.81M +$2.68K +20 +0.1%
HTC
254
Haverford Trust Company
Pennsylvania
$2.8M -$124K -926 -4%
VFA
255
Valeo Financial Advisors
Indiana
$2.77M +$106K +791 +4%
FGA
256
Fortis Group Advisors
New Jersey
$2.73M +$1.22M +9,106 +81%
AT
257
Arlington Trust
Alabama
$2.72M -$225K -1,681 -8%
SFS
258
Sowell Financial Services
Arkansas
$2.71M +$2.28K +17 +0.1%
PL
259
Plancorp LLC
Missouri
$2.71M
HBW
260
Hazlett, Burt & Watson
West Virginia
$2.68M -$89.3K -666 -3%
FNBT
261
FineMark National Bank & Trust
Florida
$2.68M +$106K +787 +4%
ICM
262
IMS Capital Management
Oregon
$2.68M +$107K +800 +4%
WB
263
Webster Bank
Connecticut
$2.65M +$1.5M +11,151 +130%
WA
264
Waverly Advisors
Alabama
$2.62M -$17K -127 -0.6%
BIP
265
Bouvel Investment Partners
Pennsylvania
$2.62M -$916K -6,830 -26%
WSFS
266
Wilmington Savings Fund Society
Delaware
$2.62M -$43.8K -327 -2%
PCA
267
Pallas Capital Advisors
Massachusetts
$2.62M +$109K +816 +4%
FPAS
268
Focus Partners Advisor Solutions
Missouri
$2.62M +$460K +3,431 +21%
TCA
269
Transcend Capital Advisors
New Jersey
$2.6M -$3.75K -28 -0.1%
PFT
270
Providence First Trust
Arizona
$2.6M -$167K -1,244 -6%
Jones Financial Companies
271
Jones Financial Companies
Missouri
$2.59M +$917K +6,840 +54%
ZF
272
Zhang Financial
Michigan
$2.58M +$1.07K +8 +0%
IA
273
IFC Advisors
California
$2.57M
BAM
274
Berkshire Asset Management
Pennsylvania
$2.56M -$16K -119 -0.6%
CTC
275
Corundum Trust Company
South Dakota
$2.55M

DVY Hedge Fund Activity: Q1 2025 in Review

1,314 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q1 2025, worth a combined $9.16B — down 8.6% from $10B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new DVY positions and 72 closed out — a net gain of 10 holders — while 399 added to existing stakes and 464 trimmed.

The largest buyer was Northern Trust, adding an estimated $26.1M. The largest seller was JP Morgan Chase, cutting an estimated $29.7M.

  • 1,314 institutional investors held iShares Select Dividend ETF (DVY) as of Q1 2025, down from 1,329 in Q4 2024.
  • Funds reported $9.16B of iShares Select Dividend ETF stock for Q1 2025, down 8.6% quarter-over-quarter.
  • 82 funds opened new iShares Select Dividend ETF positions in Q1 2025 and 72 closed out, a net change of +10 holders.
  • The largest iShares Select Dividend ETF buyer in Q1 2025 was Northern Trust, an estimated $26.1M added.
  • The largest iShares Select Dividend ETF seller in Q1 2025 was JP Morgan Chase, an estimated $29.7M sold.

Based on aggregated 13F filings for Q1 2025.