We are live on ! Find out more
DVY icon

iShares Select Dividend ETF

1,297 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, 445 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

5% more repeat investments, than reductions

Existing positions increased: 445 | 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: 1,3141,297 (-17)

13% less funds holding in top 10

Funds holding in top 10: 3934 (-5)

Holders
1,297
Holders Change
-17
Holders Change %
-1.29%
% of All Funds
17.07%
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
445
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
JAG
451
Journey Advisory Group
Kentucky
$1.28M -$12.9K -100 -1%
CA
452
Continuum Advisory
Idaho
$1.27M +$66.9K +517 +6%
RPCONE
453
Retirement Planning Company of New England
Rhode Island
$1.26M +$2.07K +16 +0.2%
AWMG
454
ADG Wealth Management Group
Louisiana
$1.26M +$9.45K +73 +0.8%
BRWA
455
B. Riley Wealth Advisors
Florida
$1.25M +$1.22M +9,434 New
OAM
456
Occidental Asset Management
California
$1.25M -$12.8K -99 -1%
FAIM
457
Financial Advocates Investment Management
Washington
$1.25M -$474K -3,662 -28%
FNT
458
First Nebraska Trust
Nebraska
$1.24M +$25.6K +198 +2%
FFP
459
Freedom Financial Partners
Minnesota
$1.24M +$6.86K +53 +0.6%
ACA
460
Aptus Capital Advisors
Alabama
$1.23M +$6.21K +48 +0.5%
TWA
461
TCI Wealth Advisors
Arizona
$1.23M -$96.7K -747 -7%
ALA
462
Atlas Legacy Advisors
California
$1.22M +$646K +4,991 +118%
GC
463
Grimes & Company
Massachusetts
$1.22M +$4.66K +36 +0.4%
CL
464
Choreo LLC
Illinois
$1.21M -$106K -821 -8%
PWW
465
Pettyjohn Wood & White
Virginia
$1.2M
VCS
466
Vaughan & Co Securities
New Jersey
$1.2M +$9.32K +72 +0.8%
TAM
467
Titleist Asset Management
Texas
$1.19M +$66.3K +512 +6%
RIM
468
Rockbridge Investment Management
New York
$1.19M
RCAG
469
Rehmann Capital Advisory Group
Michigan
$1.19M +$6.86K +53 +0.6%
WFM
470
Wolff Financial Management
Michigan
$1.19M -$9.97K -77 -0.9%
DWM
471
Dakota Wealth Management
Florida
$1.19M -$131K -1,015 -10%
CAL
472
Capital Advisors Ltd
Ohio
$1.18M -$5.18K -40 -0.4%
WAG
473
Winthrop Advisory Group
Massachusetts
$1.18M +$138K +1,062 +14%
AWM
474
Apollon Wealth Management
South Carolina
$1.18M -$136K -1,054 -11%
ONST
475
Old North State Trust
North Carolina
$1.18M -$70.6K -545 -6%

DVY Hedge Fund Activity: Q2 2025 in Review

1,297 of the 7,596 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 445 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.

  • 1,297 institutional investors held iShares Select Dividend ETF (DVY) as of Q2 2025, down from 1,314 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.