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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
OWP
826
Obermeyer Wealth Partners
Colorado
$379K -$2.01K -15 -0.5%
MFG
827
Merit Financial Group
Georgia
$378K -$190K -1,416 -33%
SFS
828
Stiles Financial Services
Minnesota
$378K -$18.8K -140 -5%
SW
829
Simplicity Wealth
New Jersey
$378K -$547K -4,081 -59%
SIMG
830
Sonora Investment Management Group
Arizona
$377K
DFS
831
Dixon Fnancial Services
California
$377K
PWM
832
PMG Wealth Management
Illinois
$376K
PWM
833
PBMares Wealth Management
Virginia
$375K
C
834
Certuity
Florida
$375K -$216K -1,614 -37%
ST
835
Sentinel Trust
Texas
$370K
FPW
836
Fairvoy Private Wealth
Alabama
$367K
PCA
837
Providence Capital Advisors
North Carolina
$364K -$1.07K -8 -0.3%
OC
838
Oakworth Capital
Alabama
$364K
RT
839
Rockland Trust
Massachusetts
$363K +$54.4K +406 +18%
YP
840
YANKCOM Partnership
South Dakota
$363K -$13.4K -100 -4%
CWP
841
CFM Wealth Partners
Texas
$362K
RMDI
842
R.M. Davis Inc
Maine
$361K -$25.6K -191 -7%
NFA
843
Northwest Financial Advisors
Virginia
$361K +$939 +7 +0.3%
LWM
844
LongView Wealth Management
Georgia
$361K +$402 +3 +0.1%
DT
845
Diversified Trust
Tennessee
$360K
BCM
846
Brookstone Capital Management
Illinois
$360K +$2.95K +22 +0.8%
CPA
847
Cardiff Park Advisors
California
$359K
DLHL
848
Donald L. Hagan LLC
Florida
$359K
G
849
Gainplan
Michigan
$358K -$45.3K -338 -11%
BFO
850
Biltmore Family Office
North Carolina
$358K

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.