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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
VCS
476
Vaughan & Co Securities
New Jersey
$1.2M -$40.2K -300 -3%
RCAG
477
Rehmann Capital Advisory Group
Michigan
$1.2M -$19K -142 -2%
CAL
478
Capital Advisors Ltd
Ohio
$1.2M
PCG
479
Prosperity Consulting Group
Maryland
$1.19M -$3.08K -23 -0.3%
MWM
480
Meridian Wealth Management
Kentucky
$1.19M +$57.8K +431 +5%
BNP Paribas Financial Markets
481
BNP Paribas Financial Markets
France
$1.19M +$634K +4,731 +115%
FWIA
482
Fort Washington Investment Advisors
Ohio
$1.18M -$13.4K -100 -1%
IWC
483
Infinity Wealth Counsel
Ohio
$1.17M -$10.1K -75 -0.8%
SWM
484
Sculati Wealth Management
Michigan
$1.17M -$23.5K -175 -2%
IFG
485
Independent Financial Group
California
$1.17M -$12.3K -92 -1%
KBFS
486
Kohmann Bosshard Financial Services
Ohio
$1.17M -$70.4K -525 -6%
PTP
487
Platform Technology Partners
New York
$1.17M
CNBTD
488
Citizens National Bank Trust Department
Mississippi
$1.16M +$14.1K +105 +1%
EFG
489
Embree Financial Group
Illinois
$1.15M +$1.88K +14 +0.2%
AI
490
Accredited Investors
Minnesota
$1.15M +$727K +5,419 +173%
FNT
491
First National Trust
Pennsylvania
$1.15M -$137K -1,023 -11%
PTC
492
Private Trust Company
Ohio
$1.14M +$51.4K +383 +5%
ORC
493
O'Rourke & Company
Massachusetts
$1.14M -$15.2K -113 -1%
PAS
494
Park Avenue Securities
New York
$1.14M -$31.4K -234 -3%
TAM
495
Titleist Asset Management
Texas
$1.14M +$37.3K +278 +3%
SFM
496
Signet Financial Management
New Jersey
$1.12M -$34.3K -256 -3%
AIP
497
ARS Investment Partners
New York
$1.12M
HI
498
Harbour Investments
Wisconsin
$1.11M +$536 +4 +0%
CCG
499
Chatham Capital Group
Georgia
$1.11M
IWN
500
Independent Wealth Network
Iowa
$1.11M -$805 -6 -0.1%

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.