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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
VPP
426
Vertex Planning Partners
Illinois
$1.38M -$61.4K -474 -4%
AAMC
427
Asset Allocation & Management Company
Illinois
$1.36M
WWC
428
Waypoint Wealth Counsel
Georgia
$1.35M +$4.14K +32 +0.3%
BWA
429
Blodgett Wealth Advisors
California
$1.35M -$51.8K -400 -4%
CT
430
Caldwell Trust
Florida
$1.35M -$19.4K -150 -1%
SVWAG
431
Sound View Wealth Advisors Group
Georgia
$1.34M -$8.54K -66 -0.6%
TF
432
Tompkins Financial
New York
$1.32M
TPI
433
Trust Point Inc
Wisconsin
$1.32M +$28.4K +219 +2%
RBC
434
Romano Brothers & Co
Illinois
$1.32M
KP
435
Keel Point
Alabama
$1.32M +$5.83K +45 +0.5%
FFN
436
Focus Financial Network
Minnesota
$1.31M -$8.8K -68 -0.7%
WT
437
Whittier Trust
California
$1.31M
CWM
438
Challenger Wealth Management
California
$1.31M -$46K -355 -3%
FNB
439
Farmers National Bank
Kentucky
$1.31M -$64.3K -497 -5%
XF
440
XML Financial
Maryland
$1.3M -$4.92K -38 -0.4%
VCM
441
Viewpoint Capital Management
Washington
$1.3M +$6.99K +54 +0.6%
BAM
442
Belpointe Asset Management
Nevada
$1.29M -$62.1K -480 -5%
SMC
443
Smith, Moore & Co
Missouri
$1.29M +$64.9K +501 +5%
FGA
444
Fortis Group Advisors
New Jersey
$1.29M -$1.39M -10,762 -53%
SC
445
Savant Capital
Illinois
$1.29M -$89.6K -692 -7%
IFG
446
Independent Financial Group
California
$1.29M +$125K +967 +11%
PS
447
Planned Solutions
California
$1.28M +$3.24K +25 +0.3%
MIP
448
Marietta Investment Partners
Wisconsin
$1.28M
MFIM
449
Mesirow Financial Investment Management
Illinois
$1.28M +$12.7K +98 +1%
CFS
450
CRA Financial Services
New Jersey
$1.28M +$11.8K +91 +1%

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.