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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
BFC
626
Bedel Financial Consulting
Indiana
$689K
WIM
627
Warwick Investment Management
Texas
$689K
FFW
628
Fusion Family Wealth
New York
$688K +$16.3K +118 +3%
CAG
629
Crestwood Advisors Group
Massachusetts
$678K
PGA
630
Portland Global Advisors
Maine
$675K
CFS
631
Coordinated Financial Services
Colorado
$674K +$656K +4,740 New
MWM
632
MGB Wealth Management
Texas
$672K +$8.45K +61 +1%
TCOT
633
Trust Company of Toledo
Ohio
$671K -$57.6K -416 -8%
SWA
634
Strategies Wealth Advisors
Michigan
$669K +$3.74K +27 +0.6%
SW
635
SVB Wealth
Massachusetts
$669K -$13.4K -97 -2%
WAM
636
Weatherly Asset Management
California
$667K -$2.91K -21 -0.4%
BBHC
637
Brown Brothers Harriman & Co
New York
$666K +$13.8K +100 +2%
Thrivent Financial for Lutherans
638
Thrivent Financial for Lutherans
Minnesota
$666K -$1.34M -9,681 -67%
EWM
639
Evermay Wealth Management
Virginia
$664K -$15.9K -115 -2%
PCM
640
Prelude Capital Management
New York
$664K -$227K -1,642 -26%
WG
641
Welch Group
Alabama
$662K +$28.1K +203 +5%
MWM
642
Mascoma Wealth Management
New Hampshire
$659K +$969 +7 +0.2%
KWS
643
Keystone Wealth Services
California
$658K -$11.2K -81 -2%
BCWM
644
Bartlett & Co Wealth Management
Ohio
$658K -$177K -1,275 -22%
BW
645
BIP Wealth
Georgia
$650K
COI
646
Connable Office Inc
Michigan
$647K +$195K +1,406 +45%
SCTC
647
Sanibel Captiva Trust Company
Florida
$646K -$8.86K -64 -1%
MSWM
648
Mowery & Schoenfeld Wealth Management
Illinois
$646K
RPWA
649
Regent Peak Wealth Advisors
Georgia
$642K +$626K +4,517 New
SWM
650
Spire Wealth Management
Virginia
$635K

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.