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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
IB
526
Intrust Bank
Kansas
$997K -$7.62K -55 -0.8%
RCA
527
Resonant Capital Advisors
Wisconsin
$995K -$7.89K -57 -0.8%
SWM
528
Sculati Wealth Management
Michigan
$994K
GAM
529
Gotham Asset Management
New York
$992K +$230K +1,658 +31%
AF
530
Apollon Financial
South Carolina
$989K -$41.8K -302 -4%
CCB
531
Country Club Bank
Missouri
$987K
PPC
532
Park Place Capital
Alabama
$980K -$75.5K -545 -7%
VWM
533
Venturi Wealth Management
Texas
$979K -$257K -1,855 -21%
SFM
534
Signet Financial Management
New Jersey
$977K -$126K -908 -12%
CWG
535
Cornerstone Wealth Group
North Carolina
$972K -$61.8K -446 -6%
HA
536
Helium Advisors
Washington
$968K +$6.09K +44 +0.6%
MFG
537
Merit Financial Group
Georgia
$961K -$51.9K -375 -5%
LWM
538
Lakeridge Wealth Management
Ohio
$946K -$41.5K -300 -4%
CIAS
539
CBIZ Investment Advisory Services
Ohio
$945K +$3.46K +25 +0.4%
SSWM
540
Strait & Sound Wealth Management
California
$945K
CNBTD
541
Citizens National Bank Trust Department
Mississippi
$943K -$257K -1,856 -22%
CAAS
542
Capital Asset Advisory Services
Michigan
$943K -$57.8K -417 -6%
WA
543
WealthTrust Axiom
Pennsylvania
$934K +$66.5K +480 +8%
WPW
544
Waldron Private Wealth
Pennsylvania
$933K
AWM
545
Avior Wealth Management
Nebraska
$933K +$116K +838 +15%
TNB
546
Thomasville National Bank
Georgia
$930K -$4.85K -35 -0.5%
ST
547
Sageworth Trust
Pennsylvania
$929K -$1.25K -9 -0.1%
EB
548
Eastern Bank
Massachusetts
$927K
JWM
549
Jupiter Wealth Management
Colorado
$923K
ITIM
550
Indiana Trust & Investment Management
Indiana
$916K

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.