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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
PFA
576
Pathway Financial Advisers
Indiana
$847K -$1.74K -13 -0.2%
CF
577
Claris Financial
Virginia
$840K
AL
578
Aspiriant LLC
California
$839K +$19.7K +147 +2%
IC
579
Iconiq Capital
California
$839K +$4.56K +34 +0.5%
OAS
580
Optivise Advisory Services
Tennessee
$839K -$174K -1,296 -17%
MWM
581
Modera Wealth Management
New Jersey
$838K -$257K -1,914 -23%
FMTC
582
Farmers & Merchants Trust Company
California
$837K
SS
583
Sunbelt Securities
Texas
$836K -$1.35M -10,061 -62%
WAL
584
W Advisors LLC
Tennessee
$834K
AP
585
Appleton Partners
Massachusetts
$830K
USCWA
586
U.S. Capital Wealth Advisors
Texas
$828K +$89.8K +670 +12%
DFG
587
Dupree Financial Group
Kentucky
$825K -$31.5K -235 -4%
LNB
588
Ledyard National Bank
$823K -$31.5K -235 -4%
TWA
589
Trace Wealth Advisors
California
$822K
WF
590
Warner Financial
Maryland
$822K +$1.34K +10 +0.2%
OSAM
591
O'Shaughnessy Asset Management
Connecticut
$819K -$393K -2,933 -32%
WA
592
WealthTrust Axiom
Pennsylvania
$818K
QC
593
Quadrature Capital
United Kingdom
$818K +$816K +6,087 New
FA
594
Fagan Associates
New York
$817K +$536 +4 +0.1%
AI
595
Atria Investments
North Carolina
$811K -$4.11M -30,641 -84%
DIP
596
DT Investment Partners
Pennsylvania
$806K
TA
597
TruWealth Advisors
Louisiana
$804K +$1.34K +10 +0.2%
RPWA
598
Regent Peak Wealth Advisors
Georgia
$797K -$278K -2,073 -26%
BCWM
599
Bartlett & Co Wealth Management
Ohio
$796K -$191K -1,425 -19%
LBC
600
Lowe Brockenbrough & Co
Virginia
$790K

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.