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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
STA
751
Smith Thornton Advisors
Alabama
$465K
CHAM
752
Clear Harbor Asset Management
Connecticut
$465K -$79.5K -574 -15%
1WA
753
180 Wealth Advisors
Washington
$464K -$31.9K -230 -7%
SWP
754
Strategic Wealth Partners
Ohio
$464K
RDFA
755
Ritter Daniher Financial Advisory
Ohio
$462K
CG
756
Caprock Group
Idaho
$459K +$449K +3,239 New
QCM
757
QRG Capital Management
Illinois
$456K -$629K -4,540 -59%
PMG
758
ProVise Management Group
Florida
$454K
ACA
759
Aspire Capital Advisors
Washington
$452K
OIA
760
Optimum Investment Advisors
Illinois
$451K +$138 +1 +0%
WOSD
761
WFA of San Diego
California
$449K
C
762
Certuity
Florida
$447K +$54.6K +394 +14%
LDB
763
Lee, Danner & Bass
Tennessee
$443K +$24.2K +175 +6%
VCM
764
Vision Capital Management
Oregon
$440K
JPWM
765
Jamison Private Wealth Management
Georgia
$439K +$554 +4 +0.1%
TCWM
766
Total Clarity Wealth Management
Illinois
$436K -$43.1K -311 -9%
FFWM
767
Future Financial Wealth Management
Ohio
$436K
CWA
768
Continuum Wealth Advisors
New York
$435K
TWM
769
Thrive Wealth Management
Pennsylvania
$434K +$554 +4 +0.1%
PCM
770
Parsons Capital Management
Rhode Island
$432K -$47.8K -345 -10%
PWA
771
Primoris Wealth Advisors
Florida
$430K -$3.46K -25 -0.8%
MAWA
772
Moss Adams Wealth Advisors
Washington
$428K
RA
773
RFG Advisory
Alabama
$427K +$101K +728 +32%
NG
774
Northstar Group
New York
$427K -$16.3K -118 -4%
CPSAC
775
Chas P. Smith & Associates (CPS)
Florida
$427K -$92.2K -666 -18%

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.