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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
CA
776
Cambridge Advisors
Nebraska
$432K
MG
777
Mather Group
Illinois
$429K +$49.2K +380 +13%
SW
778
SlateStone Wealth
Florida
$426K +$906 +7 +0.2%
PMG
779
ProVise Management Group
Florida
$424K
ACA
780
Aspire Capital Advisors
Washington
$422K
OIA
781
Optimum Investment Advisors
Illinois
$421K -$25.6K -198 -6%
GIM
782
Grassi Investment Management
California
$421K -$20.8K -161 -5%
WOSD
783
WFA of San Diego
California
$420K +$409K +3,161 New
COI
784
Connable Office Inc
Michigan
$418K +$408K +3,150 New
IA
785
Integrity Alliance
Iowa
$417K -$450K -3,478 -53%
NG
786
Northstar Group
New York
$415K
VCM
787
Vision Capital Management
Oregon
$412K
JPWM
788
Jamison Private Wealth Management
Georgia
$410K +$647 +5 +0.2%
Citadel Advisors
789
Citadel Advisors
Florida
$409K +$192K +1,483 +93%
FFWM
790
Future Financial Wealth Management
Ohio
$407K
CWA
791
Continuum Wealth Advisors
New York
$406K
PWA
792
Primoris Wealth Advisors
Florida
$405K +$395K +3,051 New
TWM
793
Thrive Wealth Management
Pennsylvania
$405K +$1.29K +10 +0.3%
MAWA
794
Moss Adams Wealth Advisors
Washington
$400K
PCA
795
Providence Capital Advisors
North Carolina
$400K +$38.6K +298 +11%
TA
796
TrueWealth Advisors
Alabama
$398K
NAMP
797
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$393K
WPC
798
Waters Parkerson & Co
Louisiana
$393K
HI
799
Horizon Investments
North Carolina
$392K -$25.9K -200 -6%
ESB
800
Essex Savings Bank
Connecticut
$391K -$1.94K -15 -0.5%

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.