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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
FIA
726
Foundations Investment Advisors
Arizona
$485K +$52.2K +403 +12%
RTL
727
Red Tortoise LLC
Georgia
$483K +$388 +3 +0.1%
BSA
728
Bull Street Advisors
Georgia
$481K
PA
729
Procyon Advisors
Connecticut
$479K
MLL
730
Moody Lynn & Lieberson
Massachusetts
$478K
WCG
731
Weaver Consulting Group
California
$477K -$79.8K -616 -15%
FIG
732
FSA Investment Group
Florida
$477K +$4.4K +34 +1%
RL
733
Rogco LP
Oklahoma
$477K
TC
734
Trilogy Capital
California
$475K -$4.73M -36,496 -91%
NF
735
Nikulski Financial
Iowa
$474K -$32.4K -250 -7%
TFM
736
TFC Financial Management
Massachusetts
$474K +$10.4K +80 +2%
NWA
737
Navis Wealth Advisors
New York
$473K +$6.86K +53 +2%
ICP
738
Interchange Capital Partners
Pennsylvania
$471K -$647 -5 -0.1%
CCMG
739
Clark Capital Management Group
Pennsylvania
$469K +$16.1K +124 +4%
BF
740
Baring Financial
Washington
$467K -$18K -139 -4%
EWA
741
Exencial Wealth Advisors
Oklahoma
$466K -$777 -6 -0.2%
BSB
742
Bangor Savings Bank
Maine
$466K -$12.2K -94 -3%
BONH
743
Bank of New Hampshire
New Hampshire
$465K
1WA
744
180 Wealth Advisors
Washington
$464K +$259 +2 +0.1%
SF
745
Summit Financial
New Jersey
$464K +$3.75K +29 +0.8%
WPA
746
West Paces Advisors
Georgia
$464K
JWCA
747
J.W. Coons Advisors
Ohio
$464K
HZ
748
Hixon Zuercher
Ohio
$463K +$22.7K +175 +5%
IP
749
Investment Partners
Ohio
$460K +$777 +6 +0.2%
IWS
750
Insight Wealth Strategies
California
$460K +$3.63K +28 +0.8%

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.