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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
FWM
651
Fonville Wealth Management
Virginia
$634K -$23K -166 -4%
CIA
652
Compass Ion Advisors
Pennsylvania
$633K
SWM
653
Selective Wealth Management
Virginia
$633K +$3.19K +23 +0.5%
LNB
654
Ledyard National Bank
$633K -$59.3K -428 -9%
SC
655
SouthState Corp
Florida
$632K -$140K -1,014 -19%
AG
656
Ascent Group
Virginia
$630K +$159K +1,147 +35%
DP
657
Dearborn Partners
Illinois
$627K
IRC
658
Investors Research Corp
Georgia
$627K -$6.92K -50 -1%
HWA
659
Heartwood Wealth Advisors
Virginia
$627K
KWM
660
Kingsview Wealth Management
Oregon
$624K +$415 +3 +0.1%
SFS
661
Summit Financial Strategies
Ohio
$624K
CFP
662
Catalyst Financial Partners
Massachusetts
$624K -$11.1K -80 -2%
SW
663
SkyOak Wealth
Michigan
$621K
HIP
664
HUB Investment Partners
Texas
$618K -$13.2K -95 -2%
PCA
665
Purkiss Capital Advisors
Connecticut
$617K +$147K +1,061 +32%
Q1WB
666
Quest 10 Wealth Builders
Virginia
$614K -$28.5K -206 -5%
LNWWM
667
Laird Norton Wetherby Wealth Management
California
$610K -$64.4K -465 -10%
AF
668
Alerus Financial
North Dakota
$610K +$137K +986 +30%
AMCA
669
Arthur M. Cohen & Associates
Illinois
$607K +$3.05K +22 +0.5%
FG
670
Fiduciary Group
Georgia
$606K
BAM
671
Bellevue Asset Management
Washington
$601K +$2.08K +15 +0.4%
KWM
672
KFG Wealth Management
Indiana
$600K -$9.56K -69 -2%
RCG
673
Regatta Capital Group
California
$592K +$3.46K +25 +0.6%
MFS
674
Madrona Financial Services
Washington
$590K -$2.63K -19 -0.5%
AC
675
Apella Capital
Connecticut
$590K +$138 +1 +0%

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.