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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
TPA
601
Trivium Point Advisory
Connecticut
$743K -$368K -2,654 -34%
CA
602
CapWealth Advisors
Tennessee
$740K +$66.5K +480 +10%
WFA
603
WJ Financial Advisors
Connecticut
$737K +$719K +5,188 New
First Manhattan
604
First Manhattan
New York
$736K -$39.5K -285 -5%
LWL
605
Leo Wealth LLC
Texas
$734K +$3.88K +28 +0.5%
JIR
606
James Investment Research
Ohio
$733K +$101K +728 +16%
DWP
607
Daymark Wealth Partners
Ohio
$732K +$13.6K +98 +2%
JHCP
608
Jackson Hole Capital Partners
Oklahoma
$729K +$11.6K +84 +2%
IP
609
Ignite Planners
California
$729K +$969 +7 +0.1%
WP
610
WealthPLAN Partners
Nebraska
$728K -$27.4K -198 -4%
GSB
611
Greenfield Savings Bank
Massachusetts
$728K +$23.8K +172 +3%
ETC
612
Exchange Traded Concepts
Oklahoma
$725K -$26.9K -194 -4%
OPAM
613
Ocean Park Asset Management
California
$720K -$18.1K -131 -3%
JWS
614
Juncture Wealth Strategies
Arizona
$717K -$6.23K -45 -0.9%
LPAM
615
Lodestar Private Asset Management
California
$715K +$415 +3 +0.1%
NEPWA
616
New England Private Wealth Advisors
Massachusetts
$713K +$3.74K +27 +0.5%
AFP
617
Ausdal Financial Partners
Iowa
$713K +$1.25K +9 +0.2%
GT
618
Greenleaf Trust
Michigan
$708K
TCOV
619
Trust Company of Vermont
Vermont
$707K +$26.9K +194 +4%
AGC
620
Aspen Grove Capital
Colorado
$706K -$202K -1,457 -23%
RSF
621
Rik Saylor Financial
Ohio
$703K -$3.19K -23 -0.5%
NFTC
622
North Forty Two & Co
Oregon
$697K
MF
623
Montis Financial
Massachusetts
$696K +$678K +4,898 New
GVAG
624
Great Valley Advisor Group
Delaware
$696K +$20.9K +151 +3%
DT
625
Diversified Trust
Tennessee
$693K +$304K +2,196 +82%

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.