We are live on ! Find out more
DVY icon

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
DTC
501
Davidson Trust Company
Washington
$1.11M +$873K +6,512 +368%
IWM
502
IHT Wealth Management
Illinois
$1.1M -$20.2K -151 -2%
CIA
503
Concurrent Investment Advisors
Florida
$1.1M +$283K +2,108 +35%
KMWM
504
Keudell/Morrison Wealth Management
Oregon
$1.09M
GWANC
505
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.09M -$92.1K -687 -8%
ABC
506
Associated Banc-Corp
Wisconsin
$1.09M +$67K +500 +7%
FCH
507
Freestone Capital Holdings
Washington
$1.09M
MW
508
Marcum Wealth
Ohio
$1.08M
AWM
509
Alterna Wealth Management
Texas
$1.07M +$1.61K +12 +0.2%
LC
510
Lindbrook Capital
California
$1.06M
ICM
511
Islay Capital Management
Texas
$1.06M -$29.4K -219 -3%
BFA
512
Beacon Financial Advisory
Ohio
$1.06M -$16.6K -124 -2%
DW
513
Dodds Wealth
Colorado
$1.05M +$6.44K +48 +0.6%
LT
514
Legacy Trust
Michigan
$1.05M +$54.4K +406 +5%
HPC
515
HM Payson & Co
Maine
$1.05M +$255K +1,900 +32%
WAG
516
Winthrop Advisory Group
Massachusetts
$1.05M -$148K -1,101 -12%
AIC
517
Archer Investment Corporation
Indiana
$1.04M +$402 +3 +0%
CB
518
Cadence Bank
Mississippi
$1.04M +$8.45K +63 +0.8%
KPWS
519
Kestra Private Wealth Services
Texas
$1.04M +$84.2K +628 +9%
CTC
520
Central Trust Company
Missouri
$1.04M
SIMC
521
Squire Investment Management Company
Utah
$1.04M
QCM
522
QRG Capital Management
Illinois
$1.03M -$106K -791 -9%
CA
523
Capital Advantage
California
$1.02M
KCM
524
Kanawha Capital Management
Virginia
$1.02M +$288K +2,145 +39%
GAM
525
Gould Asset Management
California
$1.02M -$39.8K -297 -4%

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.