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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
COFSG
351
Carbahal Olsen Financial Services Group
California
$1.82M -$16.1K -124 -0.9%
FHA
352
Flagship Harbor Advisors
Massachusetts
$1.82M -$118K -913 -6%
IAG
353
Investment Advisory Group
Massachusetts
$1.81M +$1.04K +8 +0.1%
GCA
354
Gallagher Capital Advisors
Texas
$1.81M -$2.56M -19,760 -60%
RFC
355
Regions Financial Corp
Alabama
$1.81M -$37.2K -287 -2%
NS
356
NBC Securities
Alabama
$1.81M -$23.8K -184 -1%
BNP Paribas Financial Markets
357
BNP Paribas Financial Markets
France
$1.8M +$615K +4,747 +54%
SYBT
358
Stock Yards Bank & Trust
Kentucky
$1.78M +$315K +2,430 +22%
USB
359
Union Savings Bank
Connecticut
$1.78M -$5.05K -39 -0.3%
TWC
360
TD Waterhouse Canada
Ontario, Canada
$1.78M +$219K +1,689 +15%
IAIM
361
International Assets Investment Management
Florida
$1.77M -$3.28M -25,310 -65%
VVP
362
Venture Visionary Partners
Ohio
$1.77M -$48.9K -378 -3%
LAM
363
LOM Asset Management
$1.76M +$1.72M +13,274 New
NCM
364
NCM Capital Management
New Jersey
$1.76M +$7.9K +61 +0.5%
CIC
365
Carnegie Investment Counsel
Ohio
$1.74M +$90K +695 +6%
DJYG
366
David J. Yvars Group
Florida
$1.74M +$241K +1,859 +17%
RSWM
367
Robertson Stephens Wealth Management
California
$1.73M +$4.79K +37 +0.3%
WTG
368
West Tower Group
Virginia
$1.73M +$1.68M +13,000 New
BlackRock
369
BlackRock
New York
$1.71M -$7.57M -58,502 -82%
SIS
370
Sound Income Strategies
Florida
$1.71M -$397K -3,063 -19%
AAS
371
Ameritas Advisory Services
Nebraska
$1.71M -$1.1M -8,466 -40%
PI
372
PFG Investments
New York
$1.71M -$61K -471 -4%
PS
373
Principal Securities
Iowa
$1.7M -$507K -3,916 -23%
MCA
374
MSH Capital Advisors
Arizona
$1.7M -$9.19K -71 -0.6%
CCG
375
Cypress Capital Group
Florida
$1.69M -$38.8K -300 -2%

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.