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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
MC
576
Moors & Cabot
Massachusetts
$831K +$554 +4 +0.1%
TWA
577
Trace Wealth Advisors
California
$825K
KF
578
Krilogy Financial
Missouri
$824K +$822K +5,934 New
TYCC
579
Texas Yale Capital Corp
Florida
$823K
DFG
580
Dupree Financial Group
Kentucky
$823K -$30.7K -222 -4%
CWM
581
Cornerstone Wealth Management
Missouri
$819K -$40K -289 -5%
SMFG
582
Sumitomo Mitsui Financial Group
Japan
$817K +$94.5K +682 +13%
MCM
583
M1 Capital Management
Michigan
$812K -$5.12K -37 -0.6%
OSAM
584
O'Shaughnessy Asset Management
Connecticut
$810K +$57.5K +415 +8%
AIMC
585
Alley Investment Management Company
Illinois
$808K -$2.91K -21 -0.4%
MWM
586
Modera Wealth Management
New Jersey
$808K -$4.99K -36 -0.6%
RWA
587
River Wealth Advisors
Pennsylvania
$806K
NFG
588
Nations Financial Group
Iowa
$804K +$49.2K +355 +7%
MBT
589
Montecito Bank & Trust
California
$793K +$773K +5,582 New
MIM
590
Marco Investment Management
Georgia
$793K
CIA
591
Choate Investment Advisors
Massachusetts
$780K
CCWM
592
Cassaday & Co Wealth Management
Virginia
$774K
QWM
593
Quadcap Wealth Management
Texas
$762K +$3.74K +27 +0.5%
SAI
594
Savvy Advisors Inc
New York
$761K +$12.6K +91 +2%
FPW
595
Flywheel Private Wealth
California
$752K
MPWT
596
MassMutual Private Wealth & Trust
Connecticut
$750K +$374K +2,700 +105%
SEIA
597
Signature Estate & Investment Advisors
California
$748K -$14.3K -103 -2%
NGA
598
Naples Global Advisors
Florida
$746K +$34.6K +250 +5%
VCM
599
Versant Capital Management
Arizona
$746K
TAM
600
TCP Asset Management
Ohio
$745K +$969 +7 +0.1%

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.