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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
CCB
551
Country Club Bank
Missouri
$927K -$123K -921 -12%
Koshinski Asset Management
552
Koshinski Asset Management
Illinois
$926K +$25.1K +187 +3%
HA
553
Helium Advisors
Washington
$918K -$15.6K -116 -2%
CFO
554
CVA Family Office
Colorado
$914K -$5.36K -40 -0.6%
LWL
555
Leo Wealth LLC
Texas
$910K +$3.49K +26 +0.4%
HF
556
HRT Financial
New York
$910K +$909K +6,782 New
TC
557
TownSquare Capital
Utah
$904K +$210K +1,563 +30%
TNB
558
Thomasville National Bank
Georgia
$897K -$36.1K -269 -4%
SSWM
559
Strait & Sound Wealth Management
California
$895K
IA
560
Integrity Alliance
Iowa
$888K +$625K +4,664 +239%
RPGK
561
Retirement Planning Group (Kansas)
Kansas
$884K -$24K -179 -3%
WPW
562
Waldron Private Wealth
Pennsylvania
$881K +$124K +926 +16%
ST
563
Sageworth Trust
Pennsylvania
$880K
RBFC
564
Roman Butler Fullerton & Co
Missouri
$878K +$18.8K +140 +2%
JWM
565
Jupiter Wealth Management
Colorado
$870K
FPCP
566
Fort Point Capital Partners
California
$868K +$4.83K +36 +0.6%
CGPCS
567
Capital Group Private Client Services
California
$867K -$19K -142 -2%
ITIM
568
Indiana Trust & Investment Management
Indiana
$866K
OHWP
569
Oak Harbor Wealth Partners
North Carolina
$861K -$6.7K -50 -0.8%
MWM
570
Mascoma Wealth Management
New Hampshire
$861K -$602K -4,486 -41%
SMFG
571
Sumitomo Mitsui Financial Group
Japan
$858K -$9.65K -72 -1%
WDG
572
Wealth Dimensions Group
Ohio
$858K -$4.83K -36 -0.6%
AGC
573
Aspen Grove Capital
Colorado
$857K
AWM
574
Able Wealth Management
New Jersey
$854K
BFS
575
Bradley Foster & Sargent
Connecticut
$849K -$44.7K -333 -5%

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.