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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
VCM
451
Viewpoint Capital Management
Washington
$1.3M +$7.11K +53 +0.5%
MIP
452
Marietta Investment Partners
Wisconsin
$1.3M
NP
453
NorthRock Partners
Minnesota
$1.3M +$8.98K +67 +0.7%
PS
454
Planned Solutions
California
$1.3M -$30.3K -226 -2%
FCFC
455
First Citizens Financial Corp
Iowa
$1.29M +$71.2K +531 +6%
PA
456
PFG Advisors
Arizona
$1.28M +$58.2K +434 +5%
MFIM
457
Mesirow Financial Investment Management
Illinois
$1.28M +$441K +3,286 +53%
CFS
458
CRA Financial Services
New Jersey
$1.28M +$34.1K +254 +3%
OAM
459
Occidental Asset Management
California
$1.27M
RPCONE
460
Retirement Planning Company of New England
Rhode Island
$1.27M +$805 +6 +0.1%
LSC
461
Logan Stone Capital
Illinois
$1.27M +$1.27M +9,446 New
AWMG
462
ADG Wealth Management Group
Louisiana
$1.26M +$86.9K +648 +7%
CIAS
463
CBIZ Investment Advisory Services
Ohio
$1.26M -$94.5K -705 -7%
PWP
464
Perfromance Wealth Partners
Illinois
$1.25M -$78.8K -588 -6%
FFP
465
Freedom Financial Partners
Minnesota
$1.24M -$5.5K -41 -0.4%
ACA
466
Aptus Capital Advisors
Alabama
$1.24M -$369K -2,749 -23%
SMC
467
Smith, Moore & Co
Missouri
$1.24M -$26.6K -198 -2%
Jane Street
468
Jane Street
New York
$1.24M +$675K +5,033 +120%
ONST
469
Old North State Trust
North Carolina
$1.23M
GC
470
Grimes & Company
Massachusetts
$1.23M -$29.6K -221 -2%
FNT
471
First Nebraska Trust
Nebraska
$1.22M +$21.3K +159 +2%
PWW
472
Pettyjohn Wood & White
Virginia
$1.22M
CA
473
Continuum Advisory
Idaho
$1.21M +$16.1K +120 +1%
WFM
474
Wolff Financial Management
Michigan
$1.21M -$6.03K -45 -0.5%
RIM
475
Rockbridge Investment Management
New York
$1.2M

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.