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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
CGA
326
Crescent Grove Advisors
Illinois
$2.11M +$60.6K +452 +3%
KWM
327
Kaydan Wealth Management
Michigan
$2.1M +$6.84K +51 +0.3%
BCM
328
BluePointe Capital Management
California
$2.09M +$1.51M +11,228 +259%
CCM
329
Coldstream Capital Management
Washington
$2.09M +$170K +1,266 +9%
CNBT
330
Canandaigua National Bank & Trust
New York
$2.09M +$55.1K +411 +3%
SIC
331
Salem Investment Counselors
North Carolina
$2.07M -$16.8K -125 -0.8%
CAM
332
Cozad Asset Management
Illinois
$2.04M +$9.39K +70 +0.5%
IBOK
333
Independence Bank of Kentucky
Kentucky
$2.04M
AWM
334
Aberdeen Wealth Management
Illinois
$2.04M
MCA
335
Millennium Capital Advisors
Arkansas
$2.04M -$134K -1,002 -6%
AMG
336
Asset Management Group
Connecticut
$2.04M +$13.4K +100 +0.7%
FCP
337
Fidelis Capital Partners
Florida
$2.04M -$125K -934 -6%
WCM
338
WealthBridge Capital Management
Ohio
$2.03M -$36.2K -270 -2%
WB
339
WesBanco Bank
West Virginia
$2.03M -$36.1K -269 -2%
MFA
340
Mayflower Financial Advisors
Massachusetts
$2.02M +$91.3K +681 +5%
EW
341
Evoke Wealth
California
$2.02M +$189K +1,409 +10%
Citigroup
342
Citigroup
New York
$2M +$190K +1,419 +11%
PBK
343
Peoples Bank (Kansas)
Kansas
$1.98M -$53K -395 -3%
OPCM
344
Osborne Partners Capital Management
California
$1.98M -$36.9K -275 -2%
FHA
345
Flagship Harbor Advisors
Massachusetts
$1.96M -$32.3K -241 -2%
EWM
346
Evercore Wealth Management
New York
$1.95M
WT
347
Washington Trust
Rhode Island
$1.93M -$89.2K -665 -4%
LWANC
348
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.92M -$9.92K -74 -0.5%
CGH
349
Crossmark Global Holdings
Texas
$1.92M
TCA
350
Trifecta Capital Advisors
Illinois
$1.91M

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.