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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
SWM
676
Steinberganna Wealth Management
New York
$586K +$571K +4,121 New
CF
677
Centaurus Financial
California
$585K -$132K -953 -19%
NL
678
NVWM LLC
Pennsylvania
$580K -$110K -796 -16%
PCA
679
Peddock Capital Advisors
Massachusetts
$575K +$277 +2 +0%
BC
680
Barrett & Company
Rhode Island
$575K +$85.7K +619 +18%
RIA
681
Realta Investment Advisors
Delaware
$574K -$1.66K -12 -0.3%
IWM
682
Integris Wealth Management
California
$574K
GA
683
GFS Advisors
Texas
$573K +$4.99K +36 +0.9%
JIP
684
Jaffetilchin Investment Partners
Florida
$571K -$11.4K -82 -2%
HCA
685
Harpswell Capital Advisors
Maine
$568K +$554K +4,000 New
RWM
686
Rockwood Wealth Management
Pennsylvania
$568K -$3.05K -22 -0.5%
EA
687
Ellsworth Advisors
Ohio
$566K +$554K +4,000 New
LA
688
LexAurum Advisors
Kansas
$565K +$138 +1 +0%
PVAMC
689
PPS&V Asset Management Consultants
Michigan
$564K
MOS
690
MGO One Seven
Ohio
$564K -$287K -2,070 -34%
CWM
691
Cahaba Wealth Management
Georgia
$563K +$3.05K +22 +0.6%
SIC
692
Samalin Investment Counsel
New York
$562K +$1.39K +10 +0.3%
BP
693
BBR Partners
New York
$558K -$18K -130 -3%
IF
694
IRON Financial
Illinois
$555K +$220K +1,587 +68%
CCM
695
Chilton Capital Management
Texas
$553K +$280K +2,022 +108%
CCM
696
Charter Capital Management
Wisconsin
$550K -$33.2K -240 -6%
S
697
SignatureFD
Georgia
$547K +$224K +1,616 +72%
LIM
698
Leavell Investment Management
Alabama
$547K -$194K -1,398 -27%
IA
699
Integrity Alliance
Iowa
$545K +$96.1K +694 +22%
TSWM
700
Triangle Securities Wealth Management
North Carolina
$544K

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.