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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
BBA
801
BLB&B Advisors
Pennsylvania
$401K +$7.34K +53 +2%
DFS
802
Dixon Fnancial Services
California
$399K – – –
OWP
803
Obermeyer Wealth Partners
Colorado
$398K – – –
CMP
804
Courage Miller Partners
Virginia
$397K +$138 +1 +0%
AFG
805
Atomi Financial Group
New York
$396K +$10.2K +74 +3%
SAM
806
Silvercrest Asset Management
New York
$393K – – –
BWG
807
Balanced Wealth Group
Ohio
$391K – – –
ST
808
Sentinel Trust
Texas
$391K – – –
ABWM
809
Alpine Bank Wealth Management
Colorado
$391K – – –
HNWA
810
Henrickson Nauta Wealth Advisors
Michigan
$389K -$3.74K -27 -1%
FPW
811
Fairvoy Private Wealth
Alabama
$389K – – –
OC
812
Oakworth Capital
Alabama
$386K – – –
NSAM
813
North Star Asset Management
Wisconsin
$385K +$138K +1,000 +58%
PWM
814
PMG Wealth Management
Illinois
$385K – – –
IIC
815
Ironwood Investment Counsel
Arizona
$385K – – –
SG
816
StoneX Group
New York
$385K -$10.5K -76 -3%
NFA
817
Northwest Financial Advisors
Virginia
$385K +$1.11K +8 +0.3%
IA
818
Invested Advisors
Pennsylvania
$385K +$407K +2,938 New
YP
819
YANKCOM Partnership
South Dakota
$384K – – –
HAIM
820
Hunter Associates Investment Management
Pennsylvania
$383K -$1.39K -10 -0.4%
CWP
821
CFM Wealth Partners
Texas
$383K – – –
LWM
822
LongView Wealth Management
Georgia
$382K +$415 +3 +0.1%
PFGIA
823
Patriot Financial Group Insurance Agency
Massachusetts
$381K +$692 +5 +0.2%
SEP
824
Southland Equity Partners
Missouri
$381K -$415 -3 -0.1%
CPA
825
Cardiff Park Advisors
California
$379K – – –
31 32
33
34 35

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.