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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
LDB
801
Lee, Danner & Bass
Tennessee
$391K -$51.8K -400 -12%
BWG
802
Balanced Wealth Group
Ohio
$390K +$3.63K +28 +1%
BOJHT
803
Bank of Jackson Hole Trust
Wyoming
$388K
AA
804
AF Advisors
California
$386K +$777 +6 +0.2%
BB
805
Busey Bank
Illinois
$385K -$119K -920 -24%
TCM
806
Twele Capital Management
Minnesota
$384K -$21.9K -169 -6%
SCA
807
Sage Capital Advisors
South Dakota
$384K +$3.5K +27 +0.9%
FA
808
FC Advisory
Pennsylvania
$383K +$2.2K +17 +0.6%
RMDI
809
R.M. Davis Inc
Maine
$382K +$24.3K +188 +7%
AFO
810
Arrowroot Family Office
California
$382K +$372K +2,876 New
Simplex Trading
811
Simplex Trading
Illinois
$381K +$137K +1,057 +58%
FFIC
812
First Fiduciary Investment Counsel
Ohio
$381K +$372K +2,872 New
SIMG
813
Sonora Investment Management Group
Arizona
$380K +$6.47K +50 +2%
PWAM
814
Private Wealth Asset Management
Iowa
$379K
PK
815
Pflug Koory
Nebraska
$378K -$6.47K -50 -2%
VIP
816
Vantage Investment Partners
Missouri
$378K
SFB
817
STAR Financial Bank
Indiana
$377K +$368K +2,840 New
SFS
818
Stiles Financial Services
Minnesota
$376K +$2.2K +17 +0.6%
PWM
819
PBMares Wealth Management
Virginia
$376K +$4.4K +34 +1%
CAM
820
Creekmur Asset Management
Illinois
$375K +$194K +1,497 +113%
AUB
821
Atlantic Union Bankshares
Virginia
$374K +$365K +2,819 New
AIA
822
Armor Investment Advisors
North Carolina
$373K -$8.29K -64 -2%
DFS
823
Dixon Fnancial Services
California
$373K
OWP
824
Obermeyer Wealth Partners
Colorado
$372K -$2.59K -20 -0.7%
CMP
825
Courage Miller Partners
Virginia
$371K +$80.4K +621 +29%

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.