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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
PFA
551
Pathway Financial Advisers
Indiana
$929K +$88.9K +687 +11%
LWM
552
Lakeridge Wealth Management
Ohio
$924K -$39.5K -305 -4%
CCB
553
Country Club Bank
Missouri
$922K
AIP
554
Almanack Investment Partners
Pennsylvania
$915K +$892K +6,889 New
WFA
555
Wellspring Financial Advisors
Ohio
$906K -$72.4K -559 -8%
CFO
556
CVA Family Office
Colorado
$906K +$1.68K +13 +0.2%
JWM
557
Jupiter Wealth Management
Colorado
$905K
HA
558
Helium Advisors
Washington
$899K -$8.68K -67 -1%
SSWM
559
Strait & Sound Wealth Management
California
$883K -$2.07K -16 -0.2%
CIAS
560
CBIZ Investment Advisory Services
Ohio
$880K -$359K -2,774 -30%
TNB
561
Thomasville National Bank
Georgia
$874K -$12.9K -100 -1%
WPW
562
Waldron Private Wealth
Pennsylvania
$872K
ST
563
Sageworth Trust
Pennsylvania
$870K
EB
564
Eastern Bank
Massachusetts
$866K -$95.8K -740 -10%
FPCP
565
Fort Point Capital Partners
California
$860K +$1.81K +14 +0.2%
ITIM
566
Indiana Trust & Investment Management
Indiana
$856K
CGPCS
567
Capital Group Private Client Services
California
$855K -$3.11K -24 -0.4%
OAS
568
Optivise Advisory Services
Tennessee
$854K +$23.7K +183 +3%
AGC
569
Aspen Grove Capital
Colorado
$853K +$5.83K +45 +0.7%
WDG
570
Wealth Dimensions Group
Ohio
$850K +$2.07K +16 +0.3%
DQRIM
571
Dale Q Rice Investment Management
Washington
$847K -$811K -6,260 -50%
USCWA
572
U.S. Capital Wealth Advisors
Texas
$845K +$25.9K +200 +3%
AWM
573
Able Wealth Management
New Jersey
$844K
PCM
574
Prelude Capital Management
New York
$839K +$818K +6,314 New
AL
575
Aspiriant LLC
California
$830K

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.