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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
Financial Engines Advisors
601
Financial Engines Advisors
California
$785K +$55.5K +414 +8%
MC
602
Moors & Cabot
Massachusetts
$784K -$26.3K -196 -3%
CIA
603
Choate Investment Advisors
Massachusetts
$782K -$57.7K -430 -7%
CWM
604
Cornerstone Wealth Management
Missouri
$780K +$38.8K +289 +5%
TYCC
605
Texas Yale Capital Corp
Florida
$778K
RWA
606
River Wealth Advisors
Pennsylvania
$770K -$7.24K -54 -0.9%
AWM
607
Avior Wealth Management
Nebraska
$768K -$10.9K -81 -1%
MCM
608
M1 Capital Management
Michigan
$768K +$3.75K +28 +0.5%
BW
609
BIP Wealth
Georgia
$762K -$46.9K -350 -6%
AIMC
610
Alley Investment Management Company
Illinois
$757K +$8.18K +61 +1%
ANBT
611
American National Bank & Trust
Texas
$752K
MIM
612
Marco Investment Management
Georgia
$749K +$2.68K +20 +0.4%
JFGIW
613
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$749K +$13.4K +100 +2%
QWM
614
Quadcap Wealth Management
Texas
$743K -$11.1K -83 -1%
Q1WB
615
Quest 10 Wealth Builders
Virginia
$736K -$324K -2,413 -31%
CCWM
616
Cassaday & Co Wealth Management
Virginia
$732K
SEIA
617
Signature Estate & Investment Advisors
California
$723K +$7.51K +56 +1%
DWT
618
Dorsey & Whitney Trust
South Dakota
$722K -$27.1K -202 -4%
WP
619
WealthPLAN Partners
Nebraska
$715K -$32.9K -245 -4%
GAM
620
Gotham Asset Management
New York
$715K +$713K +5,321 New
AG
621
AmeriFlex Group
Nevada
$713K -$57.3K -427 -7%
SAI
622
Savvy Advisors Inc
New York
$711K +$278K +2,076 +64%
FPW
623
Flywheel Private Wealth
California
$711K
UCB
624
United Community Bank
South Carolina
$706K -$5.36K -40 -0.8%
VCM
625
Versant Capital Management
Arizona
$705K

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.