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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
ICM
251
IMS Capital Management
Oregon
$2.66M +$13.5K +104 +0.5%
PCA
252
Pallas Capital Advisors
Massachusetts
$2.66M +$73.2K +565 +3%
CCWA
253
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.65M +$180K +1,394 +7%
FA
254
Flagstar Advisors
New York
$2.65M -$235K -1,818 -8%
HTC
255
Haverford Trust Company
Pennsylvania
$2.64M -$121K -936 -4%
HBW
256
Hazlett, Burt & Watson
West Virginia
$2.63M -$17.1K -132 -0.7%
BAM
257
Berkshire Asset Management
Pennsylvania
$2.62M +$1.42K +11 +0.1%
CPIG
258
Chicago Partners Investment Group
Illinois
$2.6M +$1.94K +15 +0.1%
CGA
259
Crescent Grove Advisors
Illinois
$2.59M +$496K +3,828 +24%
TCA
260
Transcend Capital Advisors
New Jersey
$2.57M +$388 +3 +0%
WA
261
Waverly Advisors
Alabama
$2.57M -$26.9K -208 -1%
WB
262
Webster Bank
Connecticut
$2.56M -$62.1K -480 -2%
PFT
263
Providence First Trust
Arizona
$2.56M -$11.4K -88 -0.5%
IA
264
IFC Advisors
California
$2.54M -$2.2K -17 -0.1%
CTC
265
Corundum Trust Company
South Dakota
$2.53M
ZF
266
Zhang Financial
Michigan
$2.52M -$29K -224 -1%
AQR Capital Management
267
AQR Capital Management
Connecticut
$2.51M +$806K +6,228 +49%
CAG
268
Csenge Advisory Group
Florida
$2.5M +$36.6K +283 +2%
TRCT
269
Tower Research Capital (TRC)
New York
$2.5M +$2.44M +18,822 +110,718%
GPW
270
Gentry Private Wealth
Kansas
$2.5M +$354K +2,736 +17%
FNBT
271
FineMark National Bank & Trust
Florida
$2.49M -$155K -1,199 -6%
WTC
272
WhitTier Trust Company
Nevada
$2.48M +$163K +1,258 +7%
CWS
273
Cypress Wealth Services
California
$2.48M -$339K -2,619 -12%
LSC
274
Logan Stone Capital
Illinois
$2.47M +$1.18M +9,152 +97%
NW
275
NewEdge Wealth
Pennsylvania
$2.44M +$196K +1,517 +9%

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.