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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
NFC
626
Northeast Financial Consultants
Connecticut
$685K
LWL
627
Leo Wealth LLC
Texas
$682K -$212K -1,639 -24%
TCOT
628
Trust Company of Toledo
Ohio
$682K +$2.07K +16 +0.3%
GLA
629
Good Life Advisors
Pennsylvania
$678K -$1.17K -9 -0.2%
NEPWA
630
New England Private Wealth Advisors
Massachusetts
$677K +$3.75K +29 +0.6%
JWS
631
Juncture Wealth Strategies
Arizona
$676K +$6.6K +51 +1%
SMFG
632
Sumitomo Mitsui Financial Group
Japan
$673K -$171K -1,323 -21%
CF
633
Centaurus Financial
California
$673K +$80.8K +624 +14%
DWP
634
Daymark Wealth Partners
Ohio
$671K -$5.31K -41 -0.8%
JHCP
635
Jackson Hole Capital Partners
Oklahoma
$670K
CD
636
Chapin Davis
Maryland
$669K
LPAM
637
Lodestar Private Asset Management
California
$668K +$259 +2 +0%
AFP
638
Ausdal Financial Partners
Iowa
$665K -$6.73K -52 -1%
NGA
639
Naples Global Advisors
Florida
$664K +$648K +5,003 New
GT
640
Greenleaf Trust
Michigan
$662K
RSF
641
Rik Saylor Financial
Ohio
$660K -$24.3K -188 -4%
GSB
642
Greenfield Savings Bank
Massachusetts
$657K -$5.83K -45 -0.9%
CA
643
CoreCap Advisors
Michigan
$654K -$677K -5,227 -51%
NFTC
644
North Forty Two & Co
Oregon
$651K +$9.71K +75 +2%
LNB
645
Ledyard National Bank
$648K -$162K -1,250 -20%
NL
646
NVWM LLC
Pennsylvania
$648K +$445K +3,439 +239%
BFC
647
Bedel Financial Consulting
Indiana
$644K
WIM
648
Warwick Investment Management
Texas
$644K -$5.7K -44 -0.9%
SW
649
SVB Wealth
Massachusetts
$638K +$622K +4,806 New
EWM
650
Evermay Wealth Management
Virginia
$636K -$15K -116 -2%

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.