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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
CIA
276
Caerus Investment Advisors
Texas
$2.44M
MT
277
Midwest Trust
Kansas
$2.44M +$2.38M +18,345 New
SWA
278
Sax Wealth Advisors
New Jersey
$2.43M -$54.3K -419 -2%
SFS
279
Sowell Financial Services
Arkansas
$2.42M -$257K -1,988 -10%
TFS
280
Thoroughbred Financial Services
Tennessee
$2.4M -$955K -7,374 -29%
WB
281
WesBanco Bank
West Virginia
$2.39M +$371K +2,865 +19%
LFAS
282
Level Four Advisory Services
Texas
$2.39M -$41.4K -320 -2%
MFWP
283
Mosaic Family Wealth Partners
Missouri
$2.39M +$14.5K +112 +0.6%
SSW
284
Smith Shellnut Wilson
Mississippi
$2.35M -$489K -3,775 -18%
WAM
285
Weinberger Asset Management
California
$2.34M -$16.8K -130 -0.7%
FAM
286
Flaharty Asset Management
Florida
$2.29M -$200K -1,548 -8%
PGFC
287
Peapack-Gladstone Financial Corp
New Jersey
$2.28M -$24.3K -188 -1%
HCM
288
Howland Capital Management
Massachusetts
$2.27M -$30.9K -239 -1%
TCA
289
Trifecta Capital Advisors
Illinois
$2.25M +$352K +2,715 +19%
PNC
290
Park National Corp
Ohio
$2.23M
GFP
291
Gryphon Financial Partners
Ohio
$2.23M +$65.8K +508 +3%
Mirae Asset Global Investments
292
Mirae Asset Global Investments
South Korea
$2.23M +$12.9K +100 +0.6%
FFS
293
Founders Financial Securities
Maryland
$2.22M +$4.79K +37 +0.2%
PAA
294
Peregrine Asset Advisers
Oregon
$2.22M +$89.1K +688 +4%
HSBC Holdings
295
HSBC Holdings
United Kingdom
$2.2M +$17K +131 +0.8%
GI
296
GAMCO Investors
Connecticut
$2.19M +$1.49M +11,508 +230%
BCA
297
Bay Colony Advisors
Massachusetts
$2.18M -$66.4K -513 -3%
FHA
298
First Horizon Advisors
Tennessee
$2.18M +$41.6K +321 +2%
PA
299
Parallel Advisors
California
$2.17M +$35.1K +271 +2%
ES
300
Eagle Strategies
New York
$2.17M +$62.3K +481 +3%

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.