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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
BP
701
BBR Partners
New York
$539K +$16.8K +130 +3%
RIA
702
Realta Investment Advisors
Delaware
$538K +$4.01K +31 +0.8%
PCA
703
Peddock Capital Advisors
Massachusetts
$537K +$388 +3 +0.1%
IWM
704
Integris Wealth Management
California
$536K +$36.4K +281 +7%
RWM
705
Rockwood Wealth Management
Pennsylvania
$533K -$30.4K -235 -6%
GA
706
GFS Advisors
Texas
$531K +$7.77K +60 +2%
LA
707
LexAurum Advisors
Kansas
$528K -$2.2K -17 -0.4%
PVAMC
708
PPS&V Asset Management Consultants
Michigan
$527K
SIC
709
Samalin Investment Counsel
New York
$524K -$777 -6 -0.2%
CWM
710
Cahaba Wealth Management
Georgia
$523K -$77.3K -597 -13%
MA
711
Mezzasalma Advisors
New Jersey
$521K -$27.7K -214 -5%
PIM
712
Parker Investment Management
California
$511K +$498K +3,850 New
BCG
713
Breakwater Capital Group
New Jersey
$511K -$13.1K -101 -3%
CHAM
714
Clear Harbor Asset Management
Connecticut
$511K
TSWM
715
Triangle Securities Wealth Management
North Carolina
$508K
NCM
716
Neumann Capital Management
California
$507K
NB
717
Nicolet Bankshares
Wisconsin
$506K -$19.4K -150 -4%
TCMP
718
Thrive Capital Management (Pennsylvania)
Pennsylvania
$504K +$492K +3,797 New
ML
719
Mayport LLC
Massachusetts
$494K +$518 +4 +0.1%
SCM
720
Schnieders Capital Management
California
$492K -$12.9K -100 -3%
AI
721
Atria Investments
North Carolina
$492K -$303K -2,337 -39%
CNB
722
Camden National Bank
Maine
$492K -$15.5K -120 -3%
MAM
723
MMA Asset Management
Pennsylvania
$491K -$3.49M -26,919 -88%
PWM
724
Pines Wealth Management
North Carolina
$488K
CPSAC
725
Chas P. Smith & Associates (CPS)
Florida
$487K

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.