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iShares Select Dividend ETF

1,313 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, 398 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: 1,3281,313 (-15)

9% less capital invested

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

14% less repeat investments, than reductions

Existing positions increased: 398 | Existing positions reduced: 464

Holders
1,313
Holders Change
-15
Holders Change %
-1.13%
% of All Funds
17.61%
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
398
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
CWA
801
Clarus Wealth Advisors
Arizona
$407K +$434K +3,236 New
MW
802
Maia Wealth
Colorado
$406K +$432K +3,219 New
MAWA
803
Moss Adams Wealth Advisors
Washington
$405K
BOJHT
804
Bank of Jackson Hole Trust
Wyoming
$404K
AFO
805
Allie Family Office
Florida
$403K
TA
806
TrueWealth Advisors
Alabama
$403K
LI
807
LifeWealth Investments
Florida
$403K +$402K +3,000 New
SG
808
StoneX Group
New York
$400K +$142K +1,061 +55%
ESB
809
Essex Savings Bank
Connecticut
$398K -$6.7K -50 -2%
NAMP
810
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$397K
WPC
811
Waters Parkerson & Co
Louisiana
$397K
AA
812
AF Advisors
California
$390K +$670 +5 +0.2%
PK
813
Pflug Koory
Nebraska
$389K -$2.01K -15 -0.5%
AIA
814
Armor Investment Advisors
North Carolina
$386K -$4.69K -35 -1%
FCM
815
Fogel Capital Management
Florida
$385K
FA
816
FC Advisory
Pennsylvania
$385K -$90K -671 -19%
SSB
817
Sandy Spring Bank
Maryland
$385K -$5.09K -38 -1%
BWG
818
Balanced Wealth Group
Ohio
$385K +$2.95K +22 +0.8%
SCA
819
Sage Capital Advisors
South Dakota
$384K +$2.95K +22 +0.8%
PWAM
820
Private Wealth Asset Management
Iowa
$383K +$382K +2,852 New
MG
821
Mather Group
Illinois
$382K +$6.7K +50 +2%
VIP
822
Vantage Investment Partners
Missouri
$382K
SAW
823
Signal Advisors Wealth
Michigan
$382K -$2.68K -20 -0.7%
AFG
824
Atomi Financial Group
New York
$381K -$49.7K -371 -12%
CMS
825
Capital Market Strategies
Florida
$380K -$4.69K -35 -1%

DVY Hedge Fund Activity: Q1 2025 in Review

1,313 of the 7,458 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 398 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.

  • 1,313 institutional investors held iShares Select Dividend ETF (DVY) as of Q1 2025, down from 1,328 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.