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iShares Select Dividend ETF

1,305 hedge funds and large institutions have $9.5B invested in iShares Select Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 395 increasing their positions, 458 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,937% more call options, than puts

Call options by funds: $143M | Put options by funds: $7.03M

54% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 56

6% more capital invested

Capital invested by funds: $8.98B → $9.5B (+$527M)

1% more funds holding

Funds holding: 1,2961,305 (+9)

0.01% less ownership

Funds ownership: 45.32%45.31% (-0.01%)

9% less funds holding in top 10

Funds holding in top 10: 3431 (-3)

14% less repeat investments, than reductions

Existing positions increased: 395 | Existing positions reduced: 458

Holders
1,305
Holders Change
+9
Holders Change %
+0.69%
% of All Funds
17.13%
Holding in Top 10
31
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.82%
% of All Funds
0.41%
New
86
Increased
395
Reduced
458
Closed
56
Calls
$143M
Puts
$7.03M
Net Calls
+$136M
Net Calls Change
-$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
426
Belpointe Asset Management
Nevada
$1.39M +$1.8K +13 +0.1%
SMC
427
Smith, Moore & Co
Missouri
$1.38M +$277 +2 +0%
HI
428
Harbour Investments
Wisconsin
$1.38M +$180K +1,298 +15%
CA
429
Continuum Advisory
Idaho
$1.37M +$13.8K +100 +1%
JAG
430
Journey Advisory Group
Kentucky
$1.37M
MIP
431
Marietta Investment Partners
Wisconsin
$1.36M -$9K -65 -0.7%
FFN
432
Focus Financial Network
Minnesota
$1.36M -$42.1K -304 -3%
MFIM
433
Mesirow Financial Investment Management
Illinois
$1.36M -$11.4K -82 -0.9%
FA
434
Fiducient Advisors
Illinois
$1.35M -$308K -2,224 -19%
FFP
435
Freedom Financial Partners
Minnesota
$1.34M +$21.6K +156 +2%
RPCONE
436
Retirement Planning Company of New England
Rhode Island
$1.34M -$7.62K -55 -0.6%
AWMG
437
ADG Wealth Management Group
Louisiana
$1.34M -$8.45K -61 -0.6%
HFA
438
High Falls Advisors
New York
$1.34M -$226K -1,629 -15%
OAM
439
Occidental Asset Management
California
$1.34M
GT
440
GreatBanc Trust
Illinois
$1.32M +$1.29M +9,305 New
TWA
441
TCI Wealth Advisors
Arizona
$1.32M +$1.52K +11 +0.1%
GC
442
Grimes & Company
Massachusetts
$1.31M +$4.57K +33 +0.4%
CL
443
Choreo LLC
Illinois
$1.3M +$554 +4 +0%
ACA
444
Aptus Capital Advisors
Alabama
$1.29M -$26.9K -194 -2%
PWW
445
Pettyjohn Wood & White
Virginia
$1.29M
TAM
446
Titleist Asset Management
Texas
$1.29M +$11.9K +86 +1%
CAL
447
Capital Advisors Ltd
Ohio
$1.28M +$25.1K +181 +2%
VCS
448
Vaughan & Co Securities
New Jersey
$1.28M
RIM
449
Rockbridge Investment Management
New York
$1.27M
WFM
450
Wolff Financial Management
Michigan
$1.27M +$1.11K +8 +0.1%

DVY Hedge Fund Activity: Q3 2025 in Review

1,305 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q3 2025, worth a combined $9.5B — up 5.9% from $8.98B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new DVY positions and 56 closed out — a net gain of 30 holders — while 395 added to existing stakes and 458 trimmed.

The largest buyer was Bank of America, adding an estimated $35.5M. The largest seller was Envestnet Asset Management, cutting an estimated $26.5M.

  • 1,305 institutional investors held iShares Select Dividend ETF (DVY) as of Q3 2025, up from 1,296 in Q2 2025.
  • Funds reported $9.5B of iShares Select Dividend ETF stock for Q3 2025, up 5.9% quarter-over-quarter.
  • 86 funds opened new iShares Select Dividend ETF positions in Q3 2025 and 56 closed out, a net change of +30 holders.
  • The largest iShares Select Dividend ETF buyer in Q3 2025 was Bank of America, an estimated $35.5M added.
  • The largest iShares Select Dividend ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $26.5M sold.

Based on aggregated 13F filings for Q3 2025.