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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
FMTC
576
Farmers & Merchants Trust Company
California
$828K
WAL
577
W Advisors LLC
Tennessee
$824K
AP
578
Appleton Partners
Massachusetts
$821K
GRP
579
Global Retirement Partners
California
$818K +$798K +6,160 New
IC
580
Iconiq Capital
California
$816K -$14K -108 -2%
WF
581
Warner Financial
Maryland
$815K +$1.68K +13 +0.2%
TSS
582
Two Sigma Securities
New York
$810K +$372K +2,874 +89%
WA
583
WealthTrust Axiom
Pennsylvania
$809K
FA
584
Fagan Associates
New York
$808K +$647 +5 +0.1%
RPGK
585
Retirement Planning Group (Kansas)
Kansas
$807K -$65.9K -509 -8%
CWM
586
Cornerstone Wealth Management
Missouri
$804K +$32.1K +248 +4%
MOS
587
MGO One Seven
Ohio
$802K +$140K +1,082 +22%
DFG
588
Dupree Financial Group
Kentucky
$799K -$17K -131 -2%
DIP
589
DT Investment Partners
Pennsylvania
$797K
TA
590
TruWealth Advisors
Louisiana
$797K +$1.68K +13 +0.2%
FCFC
591
First Citizens Financial Corp
Iowa
$794K -$465K -3,590 -38%
VCM
592
Virtue Capital Management
Tennessee
$791K -$189K -1,462 -20%
BCWM
593
Bartlett & Co Wealth Management
Ohio
$784K -$3.24K -25 -0.4%
LBC
594
Lowe Brockenbrough & Co
Virginia
$781K
MC
595
Moors & Cabot
Massachusetts
$776K +$518 +4 +0.1%
TWA
596
Trace Wealth Advisors
California
$771K -$41.4K -320 -5%
TYCC
597
Texas Yale Capital Corp
Florida
$770K
APA
598
Astoria Portfolio Advisors
New York
$768K +$147K +1,136 +26%
MCM
599
M1 Capital Management
Michigan
$764K +$4.53K +35 +0.6%
AWM
600
Avior Wealth Management
Nebraska
$760K +$388 +3 +0.1%

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.