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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
SW
751
Simplicity Wealth
New Jersey
$459K +$82.5K +637 +23%
CPSC
752
Carl P. Sherr & Co
Massachusetts
$456K
BC
753
Barrett & Company
Rhode Island
$455K +$2.59K +20 +0.6%
WWP
754
Waypoint Wealth Partners
California
$453K
LGWM
755
Litman Gregory Wealth Management
California
$452K
ZBNA
756
Zions Bancorporation, National Association
Utah
$450K
FLPIM
757
F.L. Putnam Investment Management
Massachusetts
$450K -$154K -1,188 -26%
PCM
758
Parsons Capital Management
Rhode Island
$450K +$32.4K +250 +8%
CFGW
759
Chancellor Financial Group WB
Pennsylvania
$449K +$129 +1 +0%
TCWM
760
Total Clarity Wealth Management
Illinois
$449K -$30.7K -237 -7%
HWA
761
HCR Wealth Advisors
California
$448K
AFO
762
Allie Family Office
Florida
$448K +$47.9K +370 +12%
MKA
763
M. Kulyk & Associates
Georgia
$447K -$181K -1,397 -29%
PWM
764
Provident Wealth Management
Tennessee
$446K -$35.1K -271 -7%
SCM
765
Sage Capital Management
New Jersey
$445K +$3.63K +28 +0.8%
SAM
766
Secure Asset Management
Michigan
$445K +$1.55K +12 +0.4%
BWM
767
Birchcreek Wealth Management
Ohio
$444K +$388 +3 +0.1%
JSW
768
Journey Strategic Wealth
New Jersey
$442K +$10.1K +78 +2%
AF
769
Alerus Financial
North Dakota
$439K
FMII
770
Farmers & Merchants Investments Inc
Nebraska
$437K
AG
771
Ascent Group
Virginia
$436K +$425K +3,286 New
PCA
772
Purkiss Capital Advisors
Connecticut
$435K +$215K +1,660 +103%
STA
773
Smith Thornton Advisors
Alabama
$435K -$18.5K -143 -4%
SWP
774
Strategic Wealth Partners
Ohio
$433K +$423K +3,264 New
RDFA
775
Ritter Daniher Financial Advisory
Ohio
$432K

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.