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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
SC
426
Savant Capital
Illinois
$1.4M -$34.9K -260 -2%
AWA
427
Arkadios Wealth Advisors
Georgia
$1.39M +$247K +1,843 +22%
FNB
428
Farmers National Bank
Kentucky
$1.39M -$148K -1,102 -10%
CT
429
Caldwell Trust
Florida
$1.38M -$29.1K -217 -2%
AAMC
430
Asset Allocation & Management Company
Illinois
$1.38M
CWM
431
Challenger Wealth Management
California
$1.37M +$86.4K +644 +7%
BAM
432
Belpointe Asset Management
Nevada
$1.37M +$18.4K +137 +1%
VWM
433
Venturi Wealth Management
Texas
$1.37M +$687K +5,124 +101%
FFA
434
Farther Finance Advisors
California
$1.37M +$1.19M +8,895 +682%
SVWAG
435
Sound View Wealth Advisors Group
Georgia
$1.37M -$65K -485 -5%
CA
436
CoreCap Advisors
Michigan
$1.36M -$4.94M -36,865 -78%
WWC
437
Waypoint Wealth Counsel
Georgia
$1.36M +$3.62K +27 +0.3%
TWA
438
TCI Wealth Advisors
Arizona
$1.34M -$15K -112 -1%
TF
439
Tompkins Financial
New York
$1.34M +$16.8K +125 +1%
FFN
440
Focus Financial Network
Minnesota
$1.34M -$14.1K -105 -1%
DWM
441
Dakota Wealth Management
Florida
$1.34M -$1.05M -7,803 -44%
CL
442
Choreo LLC
Illinois
$1.34M -$435K -3,242 -25%
RBC
443
Romano Brothers & Co
Illinois
$1.34M
AWM
444
Apollon Wealth Management
South Carolina
$1.33M +$360K +2,685 +37%
IWP
445
Invenio Wealth Partners
Florida
$1.33M -$37.5K -280 -3%
WT
446
Whittier Trust
California
$1.33M -$69.7K -520 -5%
KP
447
Keel Point
Alabama
$1.33M -$71.3K -532 -5%
XF
448
XML Financial
Maryland
$1.32M -$150K -1,119 -10%
TPI
449
Trust Point Inc
Wisconsin
$1.31M -$4.42K -33 -0.3%
JAG
450
Journey Advisory Group
Kentucky
$1.31M -$83.1K -620 -6%

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.