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
MA
501
MKT Advisors
California
$1.06M -$29.1K -210 -3%
PTP
502
Platform Technology Partners
New York
$1.06M -$153K -1,108 -13%
CIA
503
Concurrent Investment Advisors
Florida
$1.05M +$3.6K +26 +0.4%
NLP
504
Next Level Private
New York
$1.05M +$9K +65 +0.9%
MIA
505
MainStreet Investment Advisors
Illinois
$1.04M +$372K +2,685 +58%
BHWM
506
Bar Harbor Wealth Management
New Hampshire
$1.04M -$831 -6 -0.1%
CTC
507
Central Trust Company
Missouri
$1.04M -$17.3K -125 -2%
ACP
508
Argyle Capital Partners
California
$1.04M +$39.9K +288 +4%
SS
509
Sunbelt Securities
Texas
$1.04M -$1.24M -8,958 -55%
APWA
510
Atlas Private Wealth Advisors
New Jersey
$1.04M -$1.04M -7,477 -51%
BFA
511
Beacon Financial Advisory
Ohio
$1.04M +$4.16K +30 +0.4%
GPA
512
Guerra Pan Advisors
New Jersey
$1.03M
WSFS
513
Wilmington Savings Fund Society
Delaware
$1.03M -$1.92M -13,852 -66%
FBB
514
Fulton Breakefield Broenniman
Maryland
$1.03M +$26.3K +190 +3%
WFA
515
Wellspring Financial Advisors
Ohio
$1.03M +$55.5K +401 +6%
KCM
516
Kanawha Capital Management
Virginia
$1.03M -$43.2K -312 -4%
CFO
517
CVA Family Office
Colorado
$1.02M +$49.6K +358 +5%
OHWP
518
Oak Harbor Wealth Partners
North Carolina
$1.02M
AWM
519
Aprio Wealth Management
Georgia
$1.02M -$15.8K -114 -2%
SSWM
520
Sheets Smith Wealth Management
North Carolina
$1.02M -$9.42K -68 -0.9%
SNBOSD
521
Security National Bank of So Dak
Iowa
$1.01M
GAM
522
Gould Asset Management
California
$1.01M -$18K -130 -2%
UCB
523
United Community Bank
South Carolina
$1.01M +$249K +1,800 +34%
CW
524
Code Waechter
Florida
$1M +$9.83K +71 +1%
PFA
525
Pathway Financial Advisers
Indiana
$1M +$13.2K +95 +1%

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.