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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
CA
651
CapWealth Advisors
Tennessee
$652K -$3.35K -25 -0.5%
NFTC
652
North Forty Two & Co
Oregon
$648K +$80.5K +600 +14%
MBT
653
Montecito Bank & Trust
California
$646K
HIP
654
HUB Investment Partners
Texas
$643K -$40K -298 -6%
CAG
655
Crestwood Advisors Group
Massachusetts
$640K
MKA
656
M. Kulyk & Associates
Georgia
$640K -$56.3K -420 -8%
TPA
657
Trivium Point Advisory
Connecticut
$640K +$268K +2,001 +72%
PGA
658
Portland Global Advisors
Maine
$638K
IRC
659
Investors Research Corp
Georgia
$638K
WAM
660
Weatherly Asset Management
California
$633K -$13.4K -100 -2%
GVAG
661
Great Valley Advisor Group
Delaware
$633K -$4.42K -33 -0.7%
MWM
662
MGB Wealth Management
Texas
$633K +$43.7K +326 +7%
FFW
663
Fusion Family Wealth
New York
$627K +$402 +3 +0.1%
BFC
664
Bedel Financial Consulting
Indiana
$625K
KWS
665
Keystone Wealth Services
California
$624K -$536 -4 -0.1%
SWA
666
Strategies Wealth Advisors
Michigan
$623K +$6.7K +50 +1%
SCTC
667
Sanibel Captiva Trust Company
Florida
$619K +$93.9K +700 +18%
WAM
668
WFA Asset Management
Wisconsin
$617K +$632K +4,714 +1,587%
SWM
669
Spire Wealth Management
Virginia
$617K +$7.11K +53 +1%
FWM
670
Fonville Wealth Management
Virginia
$615K +$41.8K +312 +7%
FLPIM
671
F.L. Putnam Investment Management
Massachusetts
$615K +$614K +4,576 New
SC
672
SouthState Corp
Florida
$613K -$151K -1,129 -20%
MSWM
673
Mowery & Schoenfeld Wealth Management
Illinois
$610K
DP
674
Dearborn Partners
Illinois
$609K +$7.38K +55 +1%
CWM
675
Cahaba Wealth Management
Georgia
$609K +$3.35K +25 +0.6%

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.