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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
NCM
701
Neumann Capital Management
California
$543K
SWM
702
SeaCrest Wealth Management
New York
$543K -$37.4K -270 -7%
AUB
703
Atlantic Union Bankshares
Virginia
$541K +$136K +985 +35%
BCG
704
Breakwater Capital Group
New Jersey
$531K -$15K -108 -3%
SF
705
Summit Financial
New Jersey
$531K +$33.1K +239 +7%
ML
706
Mayport LLC
Massachusetts
$529K +$415 +3 +0.1%
WPA
707
West Paces Advisors
Georgia
$528K +$30.5K +220 +6%
WFAG
708
Worth Financial Advisory Group
North Carolina
$526K +$128K +925 +33%
SCM
709
Schnieders Capital Management
California
$526K -$969 -7 -0.2%
HC
710
Hoese & Co
Minnesota
$525K -$111K -800 -18%
AI
711
Atria Investments
North Carolina
$525K -$1.52K -11 -0.3%
RTL
712
Red Tortoise LLC
Georgia
$517K +$692 +5 +0.1%
ICP
713
Interchange Capital Partners
Pennsylvania
$516K +$12.3K +89 +3%
FIG
714
FSA Investment Group
Florida
$516K +$4.43K +32 +0.9%
BSA
715
Bull Street Advisors
Georgia
$515K
PA
716
Procyon Advisors
Connecticut
$513K
CCMG
717
Clark Capital Management Group
Pennsylvania
$512K +$9.83K +71 +2%
EWA
718
Exencial Wealth Advisors
Oklahoma
$512K +$12.7K +92 +3%
TCMP
719
Thrive Capital Management (Pennsylvania)
Pennsylvania
$512K -$27.1K -196 -5%
TFM
720
TFC Financial Management
Massachusetts
$511K +$4.16K +30 +0.8%
WCG
721
Weaver Consulting Group
California
$511K
RL
722
Rogco LP
Oklahoma
$510K
PWM
723
Pines Wealth Management
North Carolina
$508K
NWA
724
Navis Wealth Advisors
New York
$507K +$1.11K +8 +0.2%
TC
725
Trilogy Capital
California
$505K -$3.19K -23 -0.6%

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.