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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
CTC
526
Central Trust Company
Missouri
$991K -$34.3K -265 -3%
CIA
527
Concurrent Investment Advisors
Florida
$979K -$105K -812 -10%
BHWM
528
Bar Harbor Wealth Management
New Hampshire
$975K
CA
529
Capital Advantage
California
$972K -$63.1K -487 -6%
BFA
530
Beacon Financial Advisory
Ohio
$968K -$75.9K -586 -7%
AWM
531
Aprio Wealth Management
Georgia
$968K +$7.12K +55 +0.8%
CWG
532
Cornerstone Wealth Group
North Carolina
$968K -$23.6K -182 -2%
GPA
533
Guerra Pan Advisors
New Jersey
$967K +$129 +1 +0%
NLP
534
Next Level Private
New York
$965K +$8.8K +68 +0.9%
AF
535
Apollon Financial
South Carolina
$965K
GAM
536
Gould Asset Management
California
$964K -$39.2K -303 -4%
RBFC
537
Roman Butler Fullerton & Co
Missouri
$964K +$129 +1 +0%
SSWM
538
Sheets Smith Wealth Management
North Carolina
$960K -$15.3K -118 -2%
CAAS
539
Capital Asset Advisory Services
Michigan
$954K -$4.27K -33 -0.5%
OHWP
540
Oak Harbor Wealth Partners
North Carolina
$953K +$99K +765 +12%
MFG
541
Merit Financial Group
Georgia
$948K +$559K +4,318 +153%
SNBOSD
542
Security National Bank of So Dak
Iowa
$947K -$25.9K -200 -3%
PP
543
Patten & Patten
Tennessee
$943K -$23.4K -181 -2%
IB
544
Intrust Bank
Kansas
$939K
RCA
545
Resonant Capital Advisors
Wisconsin
$937K +$6.47K +50 +0.7%
AWM
546
Axxcess Wealth Management
California
$936K -$4.27K -33 -0.5%
CW
547
Code Waechter
Florida
$936K
ACP
548
Argyle Capital Partners
California
$935K
FBB
549
Fulton Breakefield Broenniman
Maryland
$935K -$4.79K -37 -0.5%
SWM
550
Sculati Wealth Management
Michigan
$929K -$223K -1,720 -20%

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.