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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
TWC
401
TD Waterhouse Canada
Ontario, Canada
$1.54M -$364K -2,716 -19%
WA
402
WBH Advisory
Maryland
$1.53M +$939 +7 +0.1%
PPA
403
Pacific Point Advisors
California
$1.53M
GEA
404
Glen Eagle Advisors
New Jersey
$1.52M +$32.9K +245 +2%
BJL
405
Brighton Jones LLC
Washington
$1.52M -$117K -869 -7%
JFG
406
JMG Financial Group
Illinois
$1.52M
KTA
407
Keeley-Teton Advisors
Illinois
$1.51M -$67K -500 -4%
DJYG
408
David J. Yvars Group
Florida
$1.5M +$230K +1,715 +18%
CIC
409
Carnegie Investment Counsel
Ohio
$1.5M +$7.24K +54 +0.4%
Deutsche Bank
410
Deutsche Bank
Germany
$1.5M -$26.3K -196 -2%
CSP
411
Cary Street Partners
Virginia
$1.49M +$14.5K +108 +1%
PWP
412
Precedent Wealth Partners
Texas
$1.49M
HFA
413
High Falls Advisors
New York
$1.48M -$64.8K -483 -4%
BEI
414
Benjamin Edwards Inc
Missouri
$1.48M -$14.1K -105 -0.9%
SYBT
415
Stock Yards Bank & Trust
Kentucky
$1.48M +$207K +1,543 +16%
RWP
416
RWA Wealth Partners
Massachusetts
$1.47M -$374K -2,792 -20%
FHWM
417
Fox Hill Wealth Management
Massachusetts
$1.46M -$29.9K -223 -2%
VPP
418
Vertex Planning Partners
Illinois
$1.46M -$25.6K -191 -2%
BFPW
419
BOK Financial Private Wealth
Colorado
$1.45M -$11K -82 -0.8%
VA
420
VestGen Advisors
Illinois
$1.45M +$1.44M +10,761 New
WF
421
Welch & Forbes
Massachusetts
$1.44M -$4.02K -30 -0.3%
VCA
422
Verdence Capital Advisors
Maryland
$1.43M +$32.2K +240 +2%
NL
423
NWAM LLC
Washington
$1.42M -$831K -6,197 -37%
BWA
424
Blodgett Wealth Advisors
California
$1.42M
TWP
425
Tyche Wealth Partners
Texas
$1.4M +$30.3K +226 +2%

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.