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iShares Select Dividend ETF

1,314 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, 399 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: 1,3291,314 (-15)

9% less capital invested

Capital invested by funds: $10B → $9.16B (-$861M)

14% less repeat investments, than reductions

Existing positions increased: 399 | Existing positions reduced: 464

Holders
1,314
Holders Change
-15
Holders Change %
-1.13%
% of All Funds
17.62%
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
399
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
AF
776
Alerus Financial
North Dakota
$444K
FMII
777
Farmers & Merchants Investments Inc
Nebraska
$442K
AFG
778
ABLE Financial Group
Arizona
$440K
HC
779
Hoese & Co
Minnesota
$440K
JSW
780
Journey Strategic Wealth
New Jersey
$437K -$12.1K -90 -3%
RDFA
781
Ritter Daniher Financial Advisory
Ohio
$437K
CA
782
Cambridge Advisors
Nebraska
$436K -$5.36K -40 -1%
FIA
783
Foundations Investment Advisors
Arizona
$436K -$1.81M -13,507 -81%
TSS
784
Two Sigma Securities
New York
$433K +$432K +3,223 New
WG
785
Welch Group
Alabama
$433K -$302K -2,255 -41%
SW
786
SlateStone Wealth
Florida
$430K +$805 +6 +0.2%
PMG
787
ProVise Management Group
Florida
$429K
CWC
788
Carolinas Wealth Consulting
North Carolina
$428K +$1.88K +14 +0.4%
ACA
789
Aspire Capital Advisors
Washington
$427K
HI
790
Horizon Investments
North Carolina
$424K -$20.2K -151 -5%
PWM
791
Pines Wealth Management
North Carolina
$423K +$105K +782 +28%
PCM
792
Parsons Capital Management
Rhode Island
$421K
NG
793
Northstar Group
New York
$420K
VCM
794
Vision Capital Management
Oregon
$416K
CWM
795
Centricity Wealth Management
Ohio
$416K
JPWM
796
Jamison Private Wealth Management
Georgia
$414K +$536 +4 +0.1%
FFWM
797
Future Financial Wealth Management
Ohio
$412K
TCM
798
Twele Capital Management
Minnesota
$411K -$2.01K -15 -0.5%
CWA
799
Continuum Wealth Advisors
New York
$411K
TWM
800
Thrive Wealth Management
Pennsylvania
$408K +$1.21K +9 +0.3%

DVY Hedge Fund Activity: Q1 2025 in Review

1,314 of the 7,459 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 399 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.

  • 1,314 institutional investors held iShares Select Dividend ETF (DVY) as of Q1 2025, down from 1,329 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.