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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
TCOV
651
Trust Company of Vermont
Vermont
$635K +$77.8K +601 +14%
CAG
652
Crestwood Advisors Group
Massachusetts
$633K
LNWWM
653
Laird Norton Wetherby Wealth Management
California
$632K +$616K +4,755 New
PGA
654
Portland Global Advisors
Maine
$631K
GVAG
655
Great Valley Advisor Group
Delaware
$630K +$3.63K +28 +0.6%
CA
656
CapWealth Advisors
Tennessee
$628K -$16.4K -127 -3%
OMC
657
Old Mission Capital
Illinois
$627K +$611K +4,722 New
FFW
658
Fusion Family Wealth
New York
$627K +$6.99K +54 +1%
WAM
659
Weatherly Asset Management
California
$626K
KWS
660
Keystone Wealth Services
California
$626K +$8.68K +67 +1%
SWA
661
Strategies Wealth Advisors
Michigan
$622K +$5.7K +44 +0.9%
CWM
662
Centricity Wealth Management
Ohio
$621K +$205K +1,580 +51%
MWM
663
MGB Wealth Management
Texas
$620K -$5.31K -41 -0.9%
MIA
664
MainStreet Investment Advisors
Illinois
$619K +$66.7K +515 +12%
MWM
665
Mascoma Wealth Management
New Hampshire
$615K -$230K -1,777 -28%
FWM
666
Fonville Wealth Management
Virginia
$615K -$17.7K -137 -3%
SCTC
667
Sanibel Captiva Trust Company
Florida
$612K
BBHC
668
Brown Brothers Harriman & Co
New York
$609K +$50.5K +390 +9%
BW
669
BIP Wealth
Georgia
$607K -$143K -1,105 -19%
WA
670
Wambolt & Associates
Colorado
$607K -$4.27K -33 -0.7%
MSWM
671
Mowery & Schoenfeld Wealth Management
Illinois
$604K
SWM
672
Selective Wealth Management
Virginia
$601K +$3.11K +24 +0.5%
Q1WB
673
Quest 10 Wealth Builders
Virginia
$601K -$124K -955 -17%
HC
674
Hoese & Co
Minnesota
$597K +$158K +1,220 +37%
CFP
675
Catalyst Financial Partners
Massachusetts
$594K

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.