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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
SWM
676
Spire Wealth Management
Virginia
$593K -$16.8K -130 -3%
WG
677
Welch Group
Alabama
$592K +$155K +1,200 +37%
IRC
678
Investors Research Corp
Georgia
$592K -$37.5K -290 -6%
CIA
679
Compass Ion Advisors
Pennsylvania
$592K
HIP
680
HUB Investment Partners
Texas
$590K -$43.9K -339 -7%
JIR
681
James Investment Research
Ohio
$588K +$574K +4,431 New
AG
682
AmeriFlex Group
Nevada
$587K -$112K -864 -16%
DP
683
Dearborn Partners
Illinois
$586K -$16.2K -125 -3%
HWA
684
Heartwood Wealth Advisors
Virginia
$586K -$2.98K -23 -0.5%
SFS
685
Summit Financial Strategies
Ohio
$583K
KWM
686
Kingsview Wealth Management
Oregon
$583K +$518 +4 +0.1%
SW
687
SkyOak Wealth
Michigan
$580K
AC
688
Apella Capital
Connecticut
$574K +$307K +2,370 +127%
KWM
689
KFG Wealth Management
Indiana
$570K -$97.1K -750 -15%
FG
690
Fiduciary Group
Georgia
$566K
AMCA
691
Arthur M. Cohen & Associates
Illinois
$564K +$3.11K +24 +0.6%
TA
692
TFB Advisors
Kansas
$562K +$2.72K +21 +0.5%
BAM
693
Bellevue Asset Management
Washington
$560K +$1.55K +12 +0.3%
AB
694
ANB Bank
Colorado
$554K -$8.03K -62 -1%
MFS
695
Madrona Financial Services
Washington
$554K +$30.3K +234 +6%
RCG
696
Regatta Capital Group
California
$550K +$19.9K +154 +4%
CCM
697
Charter Capital Management
Wisconsin
$546K +$533K +4,113 New
JIP
698
Jaffetilchin Investment Partners
Florida
$544K +$4.27K +33 +0.8%
SWM
699
SeaCrest Wealth Management
New York
$544K +$51.9K +401 +11%
HWMG
700
Hurlow Wealth Management Group
Indiana
$542K

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.