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iShares Select Dividend ETF
DVY

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: 1,296 → 1,305 (+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: 34 → 31 (-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

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$35.5M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$16.1M
3
UBS Group
UBS Group
Switzerland
+$14.5M
4
Osaic Holdings
Osaic Holdings
Arizona
+$11.8M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$6.28M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$26.5M
2
SCA
St. Clair Advisors
Ohio
-$22.9M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$21.5M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$14M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$11.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
776
Horizon Investments
North Carolina
$427K +$6.92K +50 +2%
PCA
777
Providence Capital Advisors
North Carolina
$427K -$1.39K -10 -0.3%
TA
778
TrueWealth Advisors
Alabama
$426K – – –
LI
779
LifeWealth Investments
Florida
$426K +$415K +3,000 New
SW
780
SlateStone Wealth
Florida
$426K -$28.8K -208 -6%
ACM
781
Advisors Capital Management
New Jersey
$423K +$164K +1,185 +66%
PWM
782
Provident Wealth Management
Tennessee
$421K -$54.2K -391 -12%
NF
783
Nikulski Financial
Iowa
$421K -$83.9K -606 -17%
NAMP
784
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$421K – – –
WPC
785
Waters Parkerson & Co
Louisiana
$421K – – –
AFO
786
Arrowroot Family Office
California
$418K +$9.42K +68 +2%
ESB
787
Essex Savings Bank
Connecticut
$416K -$2.91K -21 -0.7%
BOJHT
788
Bank of Jackson Hole Trust
Wyoming
$416K – – –
AA
789
AF Advisors
California
$414K +$831 +6 +0.2%
SCA
790
Sage Capital Advisors
South Dakota
$414K +$3.6K +26 +0.9%
FA
791
FC Advisory
Pennsylvania
$412K +$2.22K +16 +0.6%
FFIC
792
First Fiduciary Investment Counsel
Ohio
$408K – – –
HWA
793
HCR Wealth Advisors
California
$408K -$69.2K -500 -15%
SIMG
794
Sonora Investment Management Group
Arizona
$406K – – –
PK
795
Pflug Koory
Nebraska
$405K +$554 +4 +0.1%
BB
796
Busey Bank
Illinois
$405K -$6.79K -49 -2%
SFS
797
Stiles Financial Services
Minnesota
$405K +$1.8K +13 +0.5%
VIP
798
Vantage Investment Partners
Missouri
$404K – – –
SFB
799
STAR Financial Bank
Indiana
$404K – – –
PWM
800
PBMares Wealth Management
Virginia
$402K +$277 +2 +0.1%
30 31
32
33 34

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.