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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
MWM
476
Meridian Wealth Management
Kentucky
$1.17M -$9.84K -76 -0.9%
PCG
477
Prosperity Consulting Group
Maryland
$1.17M -$11.4K -88 -1%
WIC
478
Woodmont Investment Counsel
Tennessee
$1.16M +$614K +4,741 +118%
IWC
479
Infinity Wealth Counsel
Ohio
$1.16M
VWM
480
Venturi Wealth Management
Texas
$1.16M -$187K -1,447 -14%
EFG
481
Embree Financial Group
Illinois
$1.16M +$19.2K +148 +2%
KBFS
482
Kohmann Bosshard Financial Services
Ohio
$1.16M
AI
483
Accredited Investors
Minnesota
$1.14M +$4.53K +35 +0.4%
PWP
484
Perfromance Wealth Partners
Illinois
$1.14M -$94.6K -731 -8%
PTP
485
Platform Technology Partners
New York
$1.13M -$19.9K -154 -2%
AIP
486
ARS Investment Partners
New York
$1.13M
ORC
487
O'Rourke & Company
Massachusetts
$1.13M +$1.94K +15 +0.2%
CNBTD
488
Citizens National Bank Trust Department
Mississippi
$1.13M -$17.5K -135 -2%
HPC
489
HM Payson & Co
Maine
$1.12M +$84K +649 +8%
SCM
490
SCS Capital Management
Massachusetts
$1.12M -$550K -4,248 -33%
HI
491
Harbour Investments
Wisconsin
$1.12M +$14.6K +113 +1%
PTC
492
Private Trust Company
Ohio
$1.11M -$19.4K -150 -2%
FWA
493
Flagship Wealth Advisors
Massachusetts
$1.11M +$128K +989 +13%
IWN
494
Independent Wealth Network
Iowa
$1.11M +$9.06K +70 +0.8%
FWIA
495
Fort Washington Investment Advisors
Ohio
$1.11M -$57K -440 -5%
CCG
496
Chatham Capital Group
Georgia
$1.1M
DTC
497
Davidson Trust Company
Washington
$1.1M
CPW
498
Cove Private Wealth
New York
$1.1M +$421K +3,250 +65%
KMWM
499
Keudell/Morrison Wealth Management
Oregon
$1.09M +$10.2K +79 +1%
FNT
500
First National Trust
Pennsylvania
$1.09M -$44K -340 -4%

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.