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iShares Select Dividend ETF

1,296 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, 444 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

4% more repeat investments, than reductions

Existing positions increased: 444 | 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: 1,3131,296 (-17)

13% less funds holding in top 10

Funds holding in top 10: 3934 (-5)

Holders
1,296
Holders Change
-17
Holders Change %
-1.29%
% of All Funds
17.06%
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
444
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
FNBTCON
51
First National Bank & Trust Co of Newtown
Pennsylvania
$22.9M -$17.4K -134 -0.1%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$20.8M -$171K -1,317 -0.8%
Franklin Resources
53
Franklin Resources
California
$20.8M +$939K +7,255 +5%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$20.2M +$15.7K +121 +0.1%
VA
55
Valmark Advisers
Ohio
$20M -$1.08M -8,340 -5%
FTWA
56
Fifth Third Wealth Advisors
Ohio
$19.4M +$40.5K +313 +0.2%
CWM
57
Congress Wealth Management
Massachusetts
$19.1M -$53.6K -414 -0.3%
William Blair & Company
58
William Blair & Company
Illinois
$18.4M -$2.42M -18,716 -12%
P
59
&Partners
Tennessee
$17.7M +$1.6M +12,387 +10%
Cerity Partners
60
Cerity Partners
New York
$17.6M -$647K -4,999 -4%
HWM
61
HB Wealth Management
Georgia
$17.2M +$9.46M +73,079 +130%
KAS
62
Kestra Advisory Services
Texas
$17M +$2.63M +20,308 +19%
TNBTD
63
Trustmark National Bank Trust Department
Mississippi
$16.7M +$719K +5,552 +5%
CIA
64
Capital Investment Advisors
Georgia
$16.2M -$274K -2,117 -2%
GHA
65
GW Henssler & Associates
Georgia
$16.1M +$611K +4,718 +4%
National Bank of Canada
66
National Bank of Canada
Quebec, Canada
$15.7M -$10.9M -84,391 -42%
ASN
67
Advisory Services Network
Georgia
$15.6M +$5.46M +42,170 +58%
Charles Schwab
68
Charles Schwab
California
$15.4M +$2.33M +17,965 +18%
CFB
69
Cullen/Frost Bankers
Texas
$15M -$131K -1,008 -0.9%
SDWIA
70
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$14.8M +$393K +3,036 +3%
AAS
71
Avantax Advisory Services
Texas
$14.7M +$812K +6,269 +6%
IA
72
IFG Advisors
Missouri
$14.7M -$493K -3,808 -3%
AG
73
AlTi Global
New York
$14.7M -$699K -5,400 -5%
NAM
74
NTV Asset Management
West Virginia
$14.5M -$274K -2,115 -2%
Lido Advisors
75
Lido Advisors
California
$14.2M +$2.5M +19,279 +22%

DVY Hedge Fund Activity: Q2 2025 in Review

1,296 of the 7,595 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 444 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.

  • 1,296 institutional investors held iShares Select Dividend ETF (DVY) as of Q2 2025, down from 1,313 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.