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iShares Select Dividend ETF

1,313 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, 398 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: 1,3281,313 (-15)

9% less capital invested

Capital invested by funds: $10B → $9.16B (-$861M)

14% less repeat investments, than reductions

Existing positions increased: 398 | Existing positions reduced: 464

Holders
1,313
Holders Change
-15
Holders Change %
-1.13%
% of All Funds
17.61%
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
398
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
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$47.5M -$4.27M -31,845 -8%
MHI
27
Miller Howard Investments
New York
$47.2M -$19.8M -147,656 -30%
Osaic Holdings
28
Osaic Holdings
Arizona
$40.7M +$6.64M +49,545 +20%
Stifel Financial
29
Stifel Financial
Missouri
$40.4M -$835K -6,230 -2%
HighTower Advisors
30
HighTower Advisors
Illinois
$40.2M -$334K -2,493 -0.8%
ANTB
31
AMG National Trust Bank
Colorado
$40M +$334K +2,493 +0.8%
Creative Planning
32
Creative Planning
Kansas
$39.4M +$2.39M +17,853 +6%
CIBC World Market
33
CIBC World Market
Ontario, Canada
$38.9M +$5.89M +43,932 +18%
CB
34
Commerce Bank
Missouri
$38.7M -$457K -3,406 -1%
HNB
35
Huntington National Bank
Ohio
$37.9M
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$36.7M -$1.96M -14,585 -5%
MP
37
Moment Partners
California
$35M -$568K -4,236 -2%
GT
38
Glenmede Trust
Pennsylvania
$33.4M +$223K +1,666 +0.7%
M&T Bank
39
M&T Bank
New York
$31.5M -$61.3K -457 -0.2%
LIA
40
LBMC Investment Advisors
Tennessee
$31M -$362K -2,696 -1%
AssetMark Inc
41
AssetMark Inc
California
$30.1M -$879K -6,556 -3%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$29.6M +$120K +892 +0.4%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$28.8M +$174K +1,296 +0.6%
SF
44
Synovus Financial
Georgia
$27.4M -$1.31M -9,749 -5%
SCA
45
St. Clair Advisors
Ohio
$27.4M +$577K +4,301 +2%
National Bank of Canada
46
National Bank of Canada
Quebec, Canada
$27.3M -$5.7M -42,524 -17%
EIP
47
Ellis Investment Partners
Pennsylvania
$27.2M -$2.07M -15,425 -7%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$26.9M +$1.29M +9,632 +5%
PAG
49
Private Advisor Group
New Jersey
$26.5M -$25M -186,647 -49%
Corient Private Wealth
50
Corient Private Wealth
Florida
$26.4M +$12.8M +95,555 +95%

DVY Hedge Fund Activity: Q1 2025 in Review

1,313 of the 7,458 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 398 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.

  • 1,313 institutional investors held iShares Select Dividend ETF (DVY) as of Q1 2025, down from 1,328 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.