We are live on ! Find out more
DVY icon

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
MWM
601
Modera Wealth Management
New Jersey
$760K -$66.7K -515 -8%
AIMC
602
Alley Investment Management Company
Illinois
$758K +$9.32K +72 +1%
RWA
603
River Wealth Advisors
Pennsylvania
$753K -$8.03K -62 -1%
MIM
604
Marco Investment Management
Georgia
$741K
CIA
605
Choate Investment Advisors
Massachusetts
$729K -$43.4K -335 -6%
First Manhattan
606
First Manhattan
New York
$726K +$36.9K +285 +6%
SC
607
SouthState Corp
Florida
$725K +$116K +899 +20%
YIH
608
Y-Intercept (HK)
Hong Kong
$724K +$464K +3,581 +191%
CCWM
609
Cassaday & Co Wealth Management
Virginia
$724K
SEIA
610
Signature Estate & Investment Advisors
California
$713K -$1.94K -15 -0.3%
QWM
611
Quadcap Wealth Management
Texas
$709K -$25.1K -194 -4%
WP
612
WealthPLAN Partners
Nebraska
$707K +$129 +1 +0%
GAM
613
Gotham Asset Management
New York
$707K
NFG
614
Nations Financial Group
Iowa
$704K +$136K +1,047 +25%
ETC
615
Exchange Traded Concepts
Oklahoma
$703K -$7.27M -56,188 -91%
FPW
616
Flywheel Private Wealth
California
$703K
OSAM
617
O'Shaughnessy Asset Management
Connecticut
$702K -$106K -817 -13%
UCB
618
United Community Bank
South Carolina
$701K +$1.94K +15 +0.3%
SAI
619
Savvy Advisors Inc
New York
$699K -$4.27K -33 -0.6%
OPAM
620
Ocean Park Asset Management
California
$698K
VCM
621
Versant Capital Management
Arizona
$697K
LIM
622
Leavell Investment Management
Alabama
$697K
TAM
623
TCP Asset Management
Ohio
$696K +$23.6K +182 +4%
IP
624
Ignite Planners
California
$694K +$1.04K +8 +0.2%
ANBT
625
American National Bank & Trust
Texas
$691K -$51.8K -400 -7%

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.