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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
YCG
326
Yeomans Consulting Group
Georgia
$2.03M -$445K -3,439 -19%
CNBT
327
Canandaigua National Bank & Trust
New York
$2.03M -$36.1K -279 -2%
MCA
328
Millennium Capital Advisors
Arkansas
$2.02M +$1.55K +12 +0.1%
AWM
329
Aberdeen Wealth Management
Illinois
$2.01M
PBK
330
Peoples Bank (Kansas)
Kansas
$2.01M +$44.4K +343 +2%
MFA
331
Mayflower Financial Advisors
Massachusetts
$2M -$388 -3 -0%
APWA
332
Atlas Private Wealth Advisors
New Jersey
$1.97M -$305K -2,352 -14%
FCP
333
Fidelis Capital Partners
Florida
$1.96M -$188K -1,450 -9%
EWM
334
Evercore Wealth Management
New York
$1.92M
WT
335
Washington Trust
Rhode Island
$1.91M
Thrivent Financial for Lutherans
336
Thrivent Financial for Lutherans
Minnesota
$1.91M -$2.78M -21,456 -60%
Citigroup
337
Citigroup
New York
$1.91M -$69.5K -537 -4%
EIA
338
Eldridge Investment Advisors
New Hampshire
$1.9M +$62.4K +482 +3%
LWANC
339
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.9M -$2.98K -23 -0.2%
CGH
340
Crossmark Global Holdings
Texas
$1.89M
STA
341
Summit Trail Advisors
New York
$1.89M +$1.85M +14,257 New
OIA
342
OneDigital Investment Advisors
Kansas
$1.88M -$232K -1,792 -11%
SAF
343
Smith Anglin Financial
Texas
$1.88M +$6.73K +52 +0.4%
OPCM
344
Osborne Partners Capital Management
California
$1.88M -$85.6K -661 -4%
RWA
345
Redmont Wealth Advisors
Illinois
$1.87M
EAM
346
Evanson Asset Management
California
$1.87M -$232K -1,793 -11%
PCA
347
Private Capital Advisors
Connecticut
$1.86M
SWP
348
Stratos Wealth Partners
Ohio
$1.84M -$28.7K -222 -2%
NL
349
NWAM LLC
Washington
$1.83M +$393K +3,035 +29%
CPIA
350
Cornell Pochily Investment Advisors
New York
$1.82M +$15.8K +122 +0.9%

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.