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iShares Select Dividend ETF

1,313 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, 398 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: 1,3281,313 (-15)

9% less capital invested

Capital invested by funds: $10B → $9.16B (-$861M)

14% less repeat investments, than reductions

Existing positions increased: 398 | Existing positions reduced: 464

Holders
1,313
Holders Change
-15
Holders Change %
-1.13%
% of All Funds
17.61%
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
398
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
MA
701
Mezzasalma Advisors
New Jersey
$556K +$3.35K +25 +0.6%
HWMG
702
Hurlow Wealth Management Group
Indiana
$548K -$12.1K -90 -2%
JIP
703
Jaffetilchin Investment Partners
Florida
$546K +$3.35K +25 +0.6%
SWM
704
Selective Wealth Management
Virginia
$545K +$2.68K +20 +0.5%
PCA
705
Peddock Capital Advisors
Massachusetts
$543K -$1.21K -9 -0.2%
RIA
706
Realta Investment Advisors
Delaware
$540K -$9.65K -72 -2%
WIC
707
Woodmont Investment Counsel
Tennessee
$539K
ABWM
708
Alpine Bank Wealth Management
Colorado
$537K +$536K +4,000 New
LA
709
LexAurum Advisors
Kansas
$536K +$670 +5 +0.1%
RCG
710
Regatta Capital Group
California
$535K +$2.68K +20 +0.5%
PVAMC
711
PPS&V Asset Management Consultants
Michigan
$533K -$35K -261 -6%
NB
712
Nicolet Bankshares
Wisconsin
$532K
SIC
713
Samalin Investment Counsel
New York
$531K +$14.8K +110 +3%
BCG
714
Breakwater Capital Group
New Jersey
$530K +$74K +552 +16%
MFS
715
Madrona Financial Services
Washington
$529K +$13.1K +98 +3%
GA
716
GFS Advisors
Texas
$529K +$2.68K +20 +0.5%
BP
717
BBR Partners
New York
$527K
CHAM
718
Clear Harbor Asset Management
Connecticut
$516K +$515K +3,844 New
TSWM
719
Triangle Securities Wealth Management
North Carolina
$514K
CNB
720
Camden National Bank
Maine
$513K -$71.9K -536 -12%
NCM
721
Neumann Capital Management
California
$513K
NF
722
Nikulski Financial
Iowa
$513K -$35K -261 -6%
BB
723
Busey Bank
Illinois
$513K
HAIM
724
Hunter Associates Investment Management
Pennsylvania
$512K -$73.7K -550 -13%
SCM
725
Schnieders Capital Management
California
$511K

DVY Hedge Fund Activity: Q1 2025 in Review

1,313 of the 7,458 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 398 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.

  • 1,313 institutional investors held iShares Select Dividend ETF (DVY) as of Q1 2025, down from 1,328 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.