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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
AB
726
ANB Bank
Colorado
$501K -$90K -650 -16%
MA
727
Mezzasalma Advisors
New Jersey
$498K -$58K -419 -11%
BSB
728
Bangor Savings Bank
Maine
$498K -$138 -1 -0%
BONH
729
Bank of New Hampshire
New Hampshire
$497K
HSBC Holdings
730
HSBC Holdings
United Kingdom
$496K -$1.82M -13,108 -79%
HZ
731
Hixon Zuercher
Ohio
$495K -$969 -7 -0.2%
IP
732
Investment Partners
Ohio
$493K +$692 +5 +0.1%
TA
733
TFB Advisors
Kansas
$492K -$103K -746 -18%
SW
734
Simplicity Wealth
New Jersey
$491K
CA
735
Cambridge Advisors
Nebraska
$490K +$27.7K +200 +6%
CPSC
736
Carl P. Sherr & Co
Massachusetts
$488K
IWS
737
Insight Wealth Strategies
California
$486K +$3.6K +26 +0.8%
BF
738
Baring Financial
Washington
$484K -$15.5K -112 -3%
LGWM
739
Litman Gregory Wealth Management
California
$483K
ZBNA
740
Zions Bancorporation, National Association
Utah
$482K
MLL
741
Moody Lynn & Lieberson
Massachusetts
$481K -$29.8K -215 -6%
CFGW
742
Chancellor Financial Group WB
Pennsylvania
$481K
SCM
743
Sage Capital Management
New Jersey
$480K +$3.74K +27 +0.8%
SAM
744
Secure Asset Management
Michigan
$479K +$1.66K +12 +0.4%
AFO
745
Allie Family Office
Florida
$479K
MG
746
Mather Group
Illinois
$478K +$18.8K +136 +4%
MKA
747
M. Kulyk & Associates
Georgia
$477K -$1.94K -14 -0.4%
BWM
748
Birchcreek Wealth Management
Ohio
$476K +$277 +2 +0.1%
JSW
749
Journey Strategic Wealth
New Jersey
$471K -$1.8K -13 -0.4%
FMII
750
Farmers & Merchants Investments Inc
Nebraska
$468K

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.