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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
IWM
726
Integris Wealth Management
California
$504K +$5.09K +38 +1%
ML
727
Mayport LLC
Massachusetts
$499K +$402 +3 +0.1%
SWM
728
SeaCrest Wealth Management
New York
$496K -$7.11K -53 -1%
GM
729
GeoWealth Management
Illinois
$495K -$703K -5,246 -59%
CPSAC
730
Chas P. Smith & Associates (CPS)
Florida
$493K
ST
731
Sabal Trust
Florida
$491K +$86.4K +644 +21%
BF
732
Baring Financial
Washington
$491K -$29K -216 -6%
RTL
733
Red Tortoise LLC
Georgia
$488K +$402 +3 +0.1%
BSA
734
Bull Street Advisors
Georgia
$487K
PWM
735
Provident Wealth Management
Tennessee
$487K -$24K -179 -5%
PA
736
Procyon Advisors
Connecticut
$485K +$49.9K +372 +11%
BSB
737
Bangor Savings Bank
Maine
$484K -$536 -4 -0.1%
MLL
738
Moody Lynn & Lieberson
Massachusetts
$483K
RL
739
Rogco LP
Oklahoma
$482K
Toronto Dominion Bank
740
Toronto Dominion Bank
Ontario, Canada
$479K +$478K +3,565 +71,300%
FIG
741
FSA Investment Group
Florida
$478K +$3.75K +28 +0.8%
ICP
742
Interchange Capital Partners
Pennsylvania
$476K -$6.03K -45 -1%
TCWM
743
Total Clarity Wealth Management
Illinois
$475K
EWA
744
Exencial Wealth Advisors
Oklahoma
$472K -$126K -937 -21%
MM
745
Main Management
California
$471K
HCP
746
Hexagon Capital Partners
Arkansas
$471K
NWA
747
Navis Wealth Advisors
New York
$471K +$805 +6 +0.2%
BONH
748
Bank of New Hampshire
New Hampshire
$470K
MPW
749
Monterey Private Wealth
California
$470K -$17.7K -132 -4%
1WA
750
180 Wealth Advisors
Washington
$469K -$1.07K -8 -0.2%

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.