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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
RWA
351
Redmont Wealth Advisors
Illinois
$1.89M
SAF
352
Smith Anglin Financial
Texas
$1.89M +$1.74K +13 +0.1%
SWP
353
Stratos Wealth Partners
Ohio
$1.89M -$7.2M -53,718 -79%
PCA
354
Private Capital Advisors
Connecticut
$1.88M
RFC
355
Regions Financial Corp
Alabama
$1.86M -$20.4K -152 -1%
COFSG
356
Carbahal Olsen Financial Services Group
California
$1.86M +$2.95K +22 +0.2%
EIA
357
Eldridge Investment Advisors
New Hampshire
$1.86M +$355K +2,646 +24%
NS
358
NBC Securities
Alabama
$1.85M +$1.85M +13,771 +105,931%
SCA
359
Stonebridge Capital Advisors
Minnesota
$1.85M -$511K -3,812 -22%
VVP
360
Venture Visionary Partners
Ohio
$1.84M +$90.2K +673 +5%
IAG
361
Investment Advisory Group
Massachusetts
$1.83M -$26.3K -196 -1%
CPIA
362
Cornell Pochily Investment Advisors
New York
$1.83M -$26.8K -200 -1%
PI
363
PFG Investments
New York
$1.79M -$126K -941 -7%
USB
364
Union Savings Bank
Connecticut
$1.78M -$9.92K -74 -0.6%
CRC
365
Curi RMB Capital
Illinois
$1.78M -$656K -4,894 -27%
FT
366
Fiduciary Trust
Massachusetts
$1.77M +$29.2K +218 +2%
GTAM
367
Global Trust Asset Management
Florida
$1.77M -$677K -5,048 -28%
NCM
368
NCM Capital Management
New Jersey
$1.77M +$6.7K +50 +0.4%
GIA
369
Gladstone Institutional Advisory
Florida
$1.75M -$79.4K -592 -4%
WGC
370
Watts Gwilliam & Co
Arizona
$1.75M +$157K +1,170 +10%
CCG
371
Cypress Capital Group
Florida
$1.75M -$3.35K -25 -0.2%
RSWM
372
Robertson Stephens Wealth Management
California
$1.74M +$137K +1,024 +9%
Bessemer Group
373
Bessemer Group
New Jersey
$1.73M +$1.35M +10,035 +350%
MCA
374
MSH Capital Advisors
Arizona
$1.72M +$79K +589 +5%
SCM
375
SCS Capital Management
Massachusetts
$1.71M +$1.7M +12,698 New

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.