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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
WA
676
Wambolt & Associates
Colorado
$606K -$37.9K -283 -6%
CFP
677
Catalyst Financial Partners
Massachusetts
$600K
CIA
678
Compass Ion Advisors
Pennsylvania
$598K -$93.9K -700 -14%
CF
679
Centaurus Financial
California
$597K -$7.24K -54 -1%
HWA
680
Heartwood Wealth Advisors
Virginia
$595K -$11.9K -89 -2%
SFS
681
Summit Financial Strategies
Ohio
$590K
KWM
682
Kingsview Wealth Management
Oregon
$589K +$5.23K +39 +0.9%
SW
683
SkyOak Wealth
Michigan
$587K -$18.5K -138 -3%
MPI
684
Mairs & Power Inc
Minnesota
$575K
NWMG
685
Nicholson Wealth Management Group
South Carolina
$574K
FG
686
Fiduciary Group
Georgia
$573K
NFG
687
Nations Financial Group
Iowa
$571K -$670 -5 -0.1%
Millennium Management
688
Millennium Management
New York
$571K +$570K +4,253 New
RWM
689
Rockwood Wealth Management
Pennsylvania
$571K +$200K +1,491 +54%
AB
690
ANB Bank
Colorado
$569K -$1.74K -13 -0.3%
AMCA
691
Arthur M. Cohen & Associates
Illinois
$567K -$43.7K -326 -7%
ALA
692
Atlas Legacy Advisors
California
$567K
WCG
693
Weaver Consulting Group
California
$565K -$11.3K -84 -2%
APA
694
Astoria Portfolio Advisors
New York
$565K +$21.9K +163 +4%
TA
695
TFB Advisors
Kansas
$565K +$3.75K +28 +0.7%
SBIA
696
Sheaff Brock Investment Advisors
Indiana
$564K -$46.9K -350 -8%
BAM
697
Bellevue Asset Management
Washington
$564K +$77.8K +580 +16%
BBHC
698
Brown Brothers Harriman & Co
New York
$564K -$83.8K -625 -13%
TCOV
699
Trust Company of Vermont
Vermont
$561K +$144K +1,072 +34%
MIA
700
MainStreet Investment Advisors
Illinois
$556K +$556K +4,143 New

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.