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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
IWM
501
IHT Wealth Management
Illinois
$1.09M -$388 -3 -0%
Koshinski Asset Management
502
Koshinski Asset Management
Illinois
$1.08M +$163K +1,260 +18%
GWANC
503
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.08M
ABC
504
Associated Banc-Corp
Wisconsin
$1.08M
FCH
505
Freestone Capital Holdings
Washington
$1.08M
BFS
506
Bradley Foster & Sargent
Connecticut
$1.07M +$224K +1,727 +27%
AWM
507
Alterna Wealth Management
Texas
$1.06M -$1.55K -12 -0.2%
AWM
508
AE Wealth Management
Kansas
$1.05M +$74.3K +574 +8%
CB
509
Cadence Bank
Mississippi
$1.05M +$18.8K +145 +2%
TPA
510
Trivium Point Advisory
Connecticut
$1.05M +$404K +3,121 +66%
ICM
511
Islay Capital Management
Texas
$1.04M -$7.12K -55 -0.7%
LT
512
Legacy Trust
Michigan
$1.04M
MA
513
MKT Advisors
California
$1.04M -$3.11K -24 -0.3%
SFM
514
Signet Financial Management
New Jersey
$1.03M -$72.8K -562 -7%
AIC
515
Archer Investment Corporation
Indiana
$1.03M +$518 +4 +0.1%
KPWS
516
Kestra Private Wealth Services
Texas
$1.03M +$1.55K +12 +0.2%
QCM
517
QRG Capital Management
Illinois
$1.03M +$12.6K +97 +1%
SIMC
518
Squire Investment Management Company
Utah
$1.03M
GCA
519
Greenwood Capital Associates
South Carolina
$1.02M +$991K +7,653 New
DWT
520
Dorsey & Whitney Trust
South Dakota
$1.02M +$294K +2,273 +42%
PPC
521
Park Place Capital
Alabama
$1.01M
DW
522
Dodds Wealth
Colorado
$1M -$37.3K -288 -4%
KCM
523
Kanawha Capital Management
Virginia
$1M -$8.03K -62 -0.8%
Financial Engines Advisors
524
Financial Engines Advisors
California
$995K +$213K +1,647 +28%
CF
525
Claris Financial
Virginia
$992K +$139K +1,070 +17%

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.