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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
CWG
526
Cornerstone Wealth Group
North Carolina
$1M -$147K -1,099 -13%
PPC
527
Park Place Capital
Alabama
$999K
VCM
528
Virtue Capital Management
Tennessee
$996K +$61.3K +457 +7%
WFA
529
Wellspring Financial Advisors
Ohio
$992K
FWA
530
Flagship Wealth Advisors
Massachusetts
$990K +$939 +7 +0.1%
SSWM
531
Sheets Smith Wealth Management
North Carolina
$987K +$939 +7 +0.1%
AWM
532
AE Wealth Management
Kansas
$987K -$238K -1,774 -19%
BHWM
533
Bar Harbor Wealth Management
New Hampshire
$986K -$14.1K -105 -1%
SNBOSD
534
Security National Bank of So Dak
Iowa
$984K -$53.6K -400 -5%
PP
535
Patten & Patten
Tennessee
$978K
GPA
536
Guerra Pan Advisors
New Jersey
$977K
LWM
537
Lakeridge Wealth Management
Ohio
$975K +$55.4K +413 +6%
AF
538
Apollon Financial
South Carolina
$975K -$60.3K -450 -6%
EB
539
Eastern Bank
Massachusetts
$975K -$43.8K -327 -4%
AWM
540
Aprio Wealth Management
Georgia
$971K +$26.8K +200 +3%
TW
541
Transform Wealth
Colorado
$968K -$40.1K -299 -4%
NLP
542
Next Level Private
New York
$966K +$7.51K +56 +0.8%
CAAS
543
Capital Asset Advisory Services
Michigan
$955K +$22K +164 +2%
AWM
544
Axxcess Wealth Management
California
$951K +$16.6K +124 +2%
FBB
545
Fulton Breakefield Broenniman
Maryland
$951K -$1.11M -8,251 -54%
IB
546
Intrust Bank
Kansas
$949K
CW
547
Code Waechter
Florida
$947K
ACP
548
Argyle Capital Partners
California
$946K +$242K +1,802 +34%
RCA
549
Resonant Capital Advisors
Wisconsin
$941K +$939 +7 +0.1%
MA
550
MKT Advisors
California
$927K +$402 +3 +0%

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.