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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
WPA
751
West Paces Advisors
Georgia
$469K
JWCA
752
J.W. Coons Advisors
Ohio
$469K
TFM
753
TFC Financial Management
Massachusetts
$468K +$449K +3,351 +2,464%
SF
754
Summit Financial
New Jersey
$465K +$2.68K +20 +0.6%
IP
755
Investment Partners
Ohio
$465K +$536 +4 +0.1%
VWWMG
756
Vermillion & White Wealth Management Group
Pennsylvania
$463K -$67K -500 -13%
CPSC
757
Carl P. Sherr & Co
Massachusetts
$461K
CG
758
Caprock Group
Idaho
$460K
STA
759
Smith Thornton Advisors
Alabama
$459K -$2.01K -15 -0.4%
CCMG
760
Clark Capital Management Group
Pennsylvania
$458K -$121K -900 -21%
WWP
761
Waypoint Wealth Partners
California
$458K -$23.5K -175 -5%
BC
762
Barrett & Company
Rhode Island
$457K +$2.15K +16 +0.5%
LGWM
763
Litman Gregory Wealth Management
California
$457K -$86.1K -642 -16%
ZBNA
764
Zions Bancorporation, National Association
Utah
$455K +$455K +3,390 New
CFGW
765
Chancellor Financial Group WB
Pennsylvania
$454K
HWA
766
HCR Wealth Advisors
California
$453K -$20.1K -150 -4%
OIA
767
Optimum Investment Advisors
Illinois
$453K -$11.5K -86 -2%
IWS
768
Insight Wealth Strategies
California
$452K +$2.28K +17 +0.5%
LDB
769
Lee, Danner & Bass
Tennessee
$449K -$8.72K -65 -2%
BWM
770
Birchcreek Wealth Management
Ohio
$449K -$80.1K -597 -15%
SAM
771
Secure Asset Management
Michigan
$449K -$59.9K -447 -12%
GIM
772
Grassi Investment Management
California
$447K +$939 +7 +0.2%
SCM
773
Sage Capital Management
New Jersey
$447K +$3.08K +23 +0.7%
PPG
774
Peak Planning Group
Colorado
$446K +$3.08K +23 +0.7%
HZ
775
Hixon Zuercher
Ohio
$445K -$24K -179 -5%

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.