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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
SI
301
Stephens Inc
Arkansas
$2.15M -$323K -2,491 -13%
DWG
302
Darden Wealth Group
Michigan
$2.15M -$87.7K -677 -4%
DC
303
Diametric Capital
Massachusetts
$2.14M +$2.09M +16,138 New
SS
304
Sunbelt Securities
Texas
$2.14M +$1.3M +10,061 +162%
EW
305
Evoke Wealth
California
$2.13M +$131K +1,014 +7%
FSA
306
Franklin Street Advisors
North Carolina
$2.13M
TCM
307
Traynor Capital Management
Pennsylvania
$2.12M -$169K -1,303 -8%
TWP
308
Tempus Wealth Planning
California
$2.11M -$82.3K -636 -4%
CFP
309
Cascade Financial Partners
California
$2.11M
MFG
310
Magnus Financial Group
New York
$2.11M +$12.8K +99 +0.6%
SWP
311
Summit Wealth Partners
Florida
$2.11M +$518 +4 +0%
B
312
Bensler
Washington
$2.09M -$26.2K -202 -1%
NSCM
313
New South Capital Management
Tennessee
$2.08M
FDCDDQ
314
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.07M -$22.5K -174 -1%
LPT
315
Legacy Private Trust
Wisconsin
$2.06M -$51.8K -400 -3%
KWM
316
Kaydan Wealth Management
Michigan
$2.05M -$19K -147 -0.9%
CRC
317
Curi RMB Capital
Illinois
$2.05M +$288K +2,222 +17%
CCM
318
Coldstream Capital Management
Washington
$2.05M -$14.2K -110 -0.7%
IBOK
319
Independence Bank of Kentucky
Kentucky
$2.05M +$29.1K +225 +1%
FCFC
320
First Commonwealth Financial Corp
Pennsylvania
$2.05M -$1.06M -8,195 -35%
OA
321
Oxbow Advisors
Texas
$2.04M -$65.8K -508 -3%
CAM
322
Cozad Asset Management
Illinois
$2.04M +$14.9K +115 +0.8%
WCM
323
WealthBridge Capital Management
Ohio
$2.03M +$21K +162 +1%
AMG
324
Asset Management Group
Connecticut
$2.03M +$15.5K +120 +0.8%
SIC
325
Salem Investment Counselors
North Carolina
$2.03M -$20.7K -160 -1%

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.