We are live on ! Find out more
DVY icon

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
AQR Capital Management
376
AQR Capital Management
Connecticut
$1.7M +$525K +3,918 +45%
AP
377
Adero Partners
California
$1.7M
HIA
378
Harbor Investment Advisory
Maryland
$1.69M +$16.5K +123 +1%
HCM
379
Hicks Capital Management
Ohio
$1.69M +$1.69M +12,605 New
DQRIM
380
Dale Q Rice Investment Management
Washington
$1.69M -$402 -3 -0%
FAIM
381
Financial Advocates Investment Management
Washington
$1.69M -$55.6K -415 -3%
PIMG
382
Patriot Investment Management Group
Tennessee
$1.68M -$13.4K -100 -0.8%
ADL
383
Asset Dedication LLC
California
$1.67M -$317K -2,367 -16%
WIA
384
World Investment Advisors
California
$1.66M +$9.39K +70 +0.6%
SB
385
Simmons Bank
Arkansas
$1.66M -$10.1K -75 -0.6%
TIAA Trust, National Association
386
TIAA Trust, National Association
North Carolina
$1.65M +$87.8K +655 +6%
MCCP
387
Mission Creek Capital Partners
California
$1.64M +$155K +1,157 +10%
AFM
388
Armstrong Fleming & Moore
District of Columbia
$1.63M +$1.63M +12,171 New
CW
389
CreativeOne Wealth
Kansas
$1.63M -$194K -1,447 -11%
Susquehanna International Group
390
Susquehanna International Group
Pennsylvania
$1.61M +$569K +4,245 +55%
NAM
391
NorthCrest Asset Manangement
Minnesota
$1.6M -$7.51K -56 -0.5%
EWM
392
Edge Wealth Management
New York
$1.6M +$122K +910 +8%
SPWG
393
Syntegra Private Wealth Group
Missouri
$1.59M -$53.4K -398 -3%
RIA
394
Richwood Investment Advisors
Ohio
$1.59M -$4.02K -30 -0.3%
MSFS
395
Main Street Financial Solutions
Pennsylvania
$1.59M -$141K -1,048 -8%
PB
396
Pinnacle Bancorp
Nebraska
$1.58M
FA
397
Fiducient Advisors
Illinois
$1.57M -$12.2K -91 -0.8%
SFG
398
Sterling Financial Group
California
$1.57M
PWM
399
Perigon Wealth Management
California
$1.54M +$194K +1,450 +14%
RIA
400
Regal Investment Advisors
Michigan
$1.54M -$44.3K -330 -3%

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.