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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
LIM
626
Leavell Investment Management
Alabama
$705K
OPAM
627
Ocean Park Asset Management
California
$698K +$209K +1,560 +43%
First Manhattan
628
First Manhattan
New York
$696K
NFC
629
Northeast Financial Consultants
Connecticut
$693K
RSF
630
Rik Saylor Financial
Ohio
$693K +$2.82K +21 +0.4%
TCOT
631
Trust Company of Toledo
Ohio
$687K
GLA
632
Good Life Advisors
Pennsylvania
$687K -$9.39K -70 -1%
DWP
633
Daymark Wealth Partners
Ohio
$684K -$16.1K -120 -2%
GS
634
GWN Securities
Florida
$681K +$380K +2,836 +127%
AFP
635
Ausdal Financial Partners
Iowa
$679K +$26.8K +200 +4%
TAM
636
TCP Asset Management
Ohio
$679K +$805 +6 +0.1%
JHCP
637
Jackson Hole Capital Partners
Oklahoma
$677K
KWM
638
KFG Wealth Management
Indiana
$677K -$8.04K -60 -1%
JWS
639
Juncture Wealth Strategies
Arizona
$677K -$14.6K -109 -2%
CD
640
Chapin Davis
Maryland
$677K -$147K -1,100 -18%
CPW
641
Cove Private Wealth
New York
$675K +$402K +3,000 +148%
LPAM
642
Lodestar Private Asset Management
California
$675K -$3.75K -28 -0.6%
GI
643
GAMCO Investors
Connecticut
$671K
GSB
644
Greenfield Savings Bank
Massachusetts
$671K
GT
645
Greenleaf Trust
Michigan
$669K -$17.4K -130 -3%
NEPWA
646
New England Private Wealth Advisors
Massachusetts
$666K +$80.2K +598 +14%
MOS
647
MGO One Seven
Ohio
$665K +$664K +4,955 New
EWM
648
Evermay Wealth Management
Virginia
$659K -$8.18K -61 -1%
WIM
649
Warwick Investment Management
Texas
$657K +$656K +4,895 New
IP
650
Ignite Planners
California
$655K +$685K +5,112 New

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.