We are live on ! Find out more
DVY icon

iShares Select Dividend ETF

1,305 hedge funds and large institutions have $9.5B invested in iShares Select Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 395 increasing their positions, 458 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,937% more call options, than puts

Call options by funds: $143M | Put options by funds: $7.03M

54% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 56

6% more capital invested

Capital invested by funds: $8.98B → $9.5B (+$527M)

1% more funds holding

Funds holding: 1,2961,305 (+9)

0.01% less ownership

Funds ownership: 45.32%45.31% (-0.01%)

9% less funds holding in top 10

Funds holding in top 10: 3431 (-3)

14% less repeat investments, than reductions

Existing positions increased: 395 | Existing positions reduced: 458

Holders
1,305
Holders Change
+9
Holders Change %
+0.69%
% of All Funds
17.13%
Holding in Top 10
31
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.82%
% of All Funds
0.41%
New
86
Increased
395
Reduced
458
Closed
56
Calls
$143M
Puts
$7.03M
Net Calls
+$136M
Net Calls Change
-$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
FNT
476
First National Trust
Pennsylvania
$1.16M -$7.48K -54 -0.7%
CA
477
CoreCap Advisors
Michigan
$1.16M +$448K +3,233 +66%
GWANC
478
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.16M
Koshinski Asset Management
479
Koshinski Asset Management
Illinois
$1.16M -$3.88K -28 -0.3%
FWIA
480
Fort Washington Investment Advisors
Ohio
$1.15M -$33.7K -243 -3%
FCH
481
Freestone Capital Holdings
Washington
$1.15M
AWM
482
Axxcess Wealth Management
California
$1.15M +$140K +1,008 +14%
IWM
483
IHT Wealth Management
Illinois
$1.14M -$21.5K -155 -2%
AWM
484
Alterna Wealth Management
Texas
$1.13M
SC
485
Savant Capital
Illinois
$1.13M -$244K -1,759 -18%
CF
486
Claris Financial
Virginia
$1.13M +$63.7K +460 +6%
HPC
487
HM Payson & Co
Maine
$1.13M -$75.3K -544 -6%
ABC
488
Associated Banc-Corp
Wisconsin
$1.11M -$40.2K -290 -4%
LT
489
Legacy Trust
Michigan
$1.11M
BRWA
490
B. Riley Wealth Advisors
Florida
$1.1M -$230K -1,658 -18%
AIC
491
Archer Investment Corporation
Indiana
$1.1M +$415 +3 +0%
CB
492
Cadence Bank
Mississippi
$1.1M -$19.3K -139 -2%
BWA
493
Blodgett Wealth Advisors
California
$1.1M -$339K -2,450 -24%
DW
494
Dodds Wealth
Colorado
$1.08M +$7.48K +54 +0.7%
ICM
495
Islay Capital Management
Texas
$1.08M -$32.7K -236 -3%
DWT
496
Dorsey & Whitney Trust
South Dakota
$1.08M -$6.51K -47 -0.6%
GCA
497
Greenwood Capital Associates
South Carolina
$1.08M -$11.5K -83 -1%
Financial Engines Advisors
498
Financial Engines Advisors
California
$1.07M +$6.79K +49 +0.7%
KPWS
499
Kestra Private Wealth Services
Texas
$1.06M -$37K -267 -3%
ALA
500
Atlas Legacy Advisors
California
$1.06M -$242K -1,745 -19%

DVY Hedge Fund Activity: Q3 2025 in Review

1,305 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q3 2025, worth a combined $9.5B — up 5.9% from $8.98B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new DVY positions and 56 closed out — a net gain of 30 holders — while 395 added to existing stakes and 458 trimmed.

The largest buyer was Bank of America, adding an estimated $35.5M. The largest seller was Envestnet Asset Management, cutting an estimated $26.5M.

  • 1,305 institutional investors held iShares Select Dividend ETF (DVY) as of Q3 2025, up from 1,296 in Q2 2025.
  • Funds reported $9.5B of iShares Select Dividend ETF stock for Q3 2025, up 5.9% quarter-over-quarter.
  • 86 funds opened new iShares Select Dividend ETF positions in Q3 2025 and 56 closed out, a net change of +30 holders.
  • The largest iShares Select Dividend ETF buyer in Q3 2025 was Bank of America, an estimated $35.5M added.
  • The largest iShares Select Dividend ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $26.5M sold.

Based on aggregated 13F filings for Q3 2025.