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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
FAM
276
Flaharty Asset Management
Florida
$2.53M -$362K -2,699 -13%
SI
277
Stephens Inc
Arkansas
$2.51M -$17.4K -130 -0.7%
SWA
278
Sax Wealth Advisors
New Jersey
$2.51M +$389K +2,904 +18%
FCI
279
Financial Counselors Inc
Kansas
$2.51M -$457K -3,408 -15%
CCWA
280
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.5M
Wealthfront Advisers
281
Wealthfront Advisers
California
$2.49M -$168K -1,250 -6%
YCG
282
Yeomans Consulting Group
Georgia
$2.47M +$41.3K +308 +2%
CIA
283
Caerus Investment Advisors
Texas
$2.46M
LFAS
284
Level Four Advisory Services
Texas
$2.46M -$54.7K -408 -2%
CPIG
285
Chicago Partners Investment Group
Illinois
$2.42M +$648K +4,829 +35%
MFWP
286
Mosaic Family Wealth Partners
Missouri
$2.4M +$31.5K +235 +1%
WAM
287
Weinberger Asset Management
California
$2.38M -$49.3K -368 -2%
CAG
288
Csenge Advisory Group
Florida
$2.37M +$21.7K +162 +0.9%
WTC
289
WhitTier Trust Company
Nevada
$2.34M +$318K +2,374 +16%
PGFC
290
Peapack-Gladstone Financial Corp
New Jersey
$2.33M -$94K -701 -4%
CGH
291
CMG Global Holdings
Texas
$2.33M +$59.7K +445 +3%
HCM
292
Howland Capital Management
Massachusetts
$2.33M -$33.8K -252 -1%
APWA
293
Atlas Private Wealth Advisors
New Jersey
$2.3M +$271K +2,022 +13%
MMA
294
Miracle Mile Advisors
California
$2.3M -$495K -3,689 -18%
TCM
295
Traynor Capital Management
Pennsylvania
$2.28M -$291K -2,168 -11%
DWG
296
Darden Wealth Group
Michigan
$2.27M +$104K +778 +5%
PNC
297
Park National Corp
Ohio
$2.26M
BCA
298
Bay Colony Advisors
Massachusetts
$2.24M -$140K -1,044 -6%
ATPW
299
Ashton Thomas Private Wealth
Arizona
$2.24M +$15.8K +118 +0.7%
TWP
300
Tempus Wealth Planning
California
$2.22M +$26.4K +197 +1%

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.