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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
Osaic Holdings
26
Osaic Holdings
Arizona
$46.8M +$6.39M +49,367 +16%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$45.8M -$1.16M -8,983 -3%
HighTower Advisors
28
HighTower Advisors
Illinois
$41.6M +$1.88M +14,551 +5%
Creative Planning
29
Creative Planning
Kansas
$40.2M +$1.19M +9,156 +3%
ANTB
30
AMG National Trust Bank
Colorado
$39.8M +$149K +1,152 +0.4%
HNB
31
Huntington National Bank
Ohio
$38.8M
CIBC World Market
32
CIBC World Market
Ontario, Canada
$38.4M -$125K -969 -0.3%
CB
33
Commerce Bank
Missouri
$37.8M -$381K -2,942 -1%
Stifel Financial
34
Stifel Financial
Missouri
$37.4M -$2.42M -18,720 -6%
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$35.5M -$763K -5,894 -2%
MP
36
Moment Partners
California
$33.6M -$963K -7,438 -3%
GIM
37
Glenmede Investment Management
Pennsylvania
$32.4M +$31.6M +243,760 New
M&T Bank
38
M&T Bank
New York
$30.9M -$207K -1,602 -0.7%
LIA
39
LBMC Investment Advisors
Tennessee
$30.7M +$46.6K +360 +0.2%
AssetMark Inc
40
AssetMark Inc
California
$29.7M -$120K -926 -0.4%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$28.8M -$448K -3,461 -2%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$28.6M +$1.15M +8,918 +4%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$28M -$433K -3,346 -2%
SF
44
Synovus Financial
Georgia
$27.2M +$77.6K +599 +0.3%
EIP
45
Ellis Investment Partners
Pennsylvania
$26.3M -$503K -3,884 -2%
SCA
46
St. Clair Advisors
Ohio
$26M -$1.09M -8,392 -4%
PAG
47
Private Advisor Group
New Jersey
$25.7M -$479K -3,703 -2%
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$23.3M +$212K +1,640 +0.9%
ACP
49
Arcus Capital Partners
Georgia
$23.1M +$1.43M +11,064 +7%
YWM
50
Yukon Wealth Management
Kansas
$22.9M +$1.69M +13,015 +8%

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.