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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
CGPCS
551
Capital Group Private Client Services
California
$911K -$3.05K -22 -0.3%
WDG
552
Wealth Dimensions Group
Ohio
$904K -$5.54K -40 -0.6%
TA
553
TruWealth Advisors
Louisiana
$904K +$50.1K +362 +6%
AWM
554
Able Wealth Management
New Jersey
$903K
RBFC
555
Roman Butler Fullerton & Co
Missouri
$899K -$80.2K -579 -8%
AL
556
Aspiriant LLC
California
$888K
DQRIM
557
Dale Q Rice Investment Management
Washington
$887K
FMTC
558
Farmers & Merchants Trust Company
California
$885K
WAL
559
W Advisors LLC
Tennessee
$882K
AP
560
Appleton Partners
Massachusetts
$879K
IC
561
Iconiq Capital
California
$874K +$1.25K +9 +0.1%
WF
562
Warner Financial
Maryland
$873K +$1.66K +12 +0.2%
CA
563
Capital Advantage
California
$869K -$166K -1,201 -16%
APA
564
Astoria Portfolio Advisors
New York
$868K +$73K +527 +9%
GRP
565
Global Retirement Partners
California
$866K -$8.59K -62 -1%
FA
566
Fagan Associates
New York
$866K +$554 +4 +0.1%
USCWA
567
U.S. Capital Wealth Advisors
Texas
$862K -$41K -296 -5%
FGA
568
Fortis Group Advisors
New Jersey
$859K -$468K -3,378 -35%
RPGK
569
Retirement Planning Group (Kansas)
Kansas
$858K -$5.26K -38 -0.6%
DIP
570
DT Investment Partners
Pennsylvania
$853K
FCFC
571
First Citizens Financial Corp
Iowa
$847K -$2.49K -18 -0.3%
CD
572
Chapin Davis
Maryland
$847K +$128K +923 +18%
GPW
573
Gentry Private Wealth
Kansas
$838K -$1.79M -12,912 -69%
LBC
574
Lowe Brockenbrough & Co
Virginia
$836K
GA
575
GoalVest Advisory
New York
$832K -$5.49M -39,652 -87%

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.