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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
OAC
51
OMERS Administration Corp
Ontario, Canada
$24.7M +$24.6M +183,700 New
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$23.3M -$57.4K -428 -0.2%
FNBTCON
53
First National Bank & Trust Co of Newtown
Pennsylvania
$23.1M -$182K -1,354 -0.8%
ACP
54
Arcus Capital Partners
Georgia
$21.9M +$3.72M +27,707 +20%
YWM
55
Yukon Wealth Management
Kansas
$21.4M +$21.4M +159,292 New
VA
56
Valmark Advisers
Ohio
$21.3M -$96.7K -721 -0.5%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$21.2M -$208K -1,552 -1%
William Blair & Company
58
William Blair & Company
Illinois
$21.1M +$1.15M +8,545 +6%
Fidelity Investments
59
Fidelity Investments
Massachusetts
$20.4M -$366K -2,733 -2%
Franklin Resources
60
Franklin Resources
California
$20M +$599K +4,467 +3%
WANY
61
Wealthspire Advisors (New York)
New York
$19.8M +$10.2M +76,269 +107%
FTWA
62
Fifth Third Wealth Advisors
Ohio
$19.5M +$2.13M +15,881 +12%
CWM
63
Congress Wealth Management
Massachusetts
$19.4M +$822K +6,129 +4%
Cerity Partners
64
Cerity Partners
New York
$18.5M -$1.51M -11,242 -8%
CIA
65
Capital Investment Advisors
Georgia
$16.7M -$246K -1,836 -1%
FCC
66
Florin Court Capital
United Kingdom
$16.6M +$7.98M +59,500 +93%
TNBTD
67
Trustmark National Bank Trust Department
Mississippi
$16.2M -$279K -2,078 -2%
P
68
&Partners
Tennessee
$16.1M +$5.06M +37,752 +45%
GHA
69
GW Henssler & Associates
Georgia
$15.6M +$2.61M +19,473 +20%
IA
70
IFG Advisors
Missouri
$15.4M +$742K +5,532 +5%
CFB
71
Cullen/Frost Bankers
Texas
$15.3M +$54.8K +409 +0.4%
AG
72
AlTi Global
New York
$15.1M -$6.73M -50,155 -31%
NAM
73
NTV Asset Management
West Virginia
$14.9M -$142K -1,060 -0.9%
SDWIA
74
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$14.5M +$627K +4,674 +5%
KAS
75
Kestra Advisory Services
Texas
$14.5M -$3.29M -24,537 -19%

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.