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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
SG
826
StoneX Group
New York
$370K -$25.5K -197 -7%
CMS
827
Capital Market Strategies
Florida
$370K -$5.96K -46 -2%
WFAG
828
Worth Financial Advisory Group
North Carolina
$369K +$80.9K +625 +29%
BBA
829
BLB&B Advisors
Pennsylvania
$368K +$26.2K +202 +8%
HNWA
830
Henrickson Nauta Wealth Advisors
Michigan
$368K
SAM
831
Silvercrest Asset Management
New York
$367K +$42.2K +326 +13%
ST
832
Sentinel Trust
Texas
$366K
C
833
Certuity
Florida
$366K -$4.92K -38 -1%
ABWM
834
Alpine Bank Wealth Management
Colorado
$365K -$162K -1,250 -31%
FPW
835
Fairvoy Private Wealth
Alabama
$363K
OC
836
Oakworth Capital
Alabama
$360K
AFG
837
Atomi Financial Group
New York
$360K -$16.1K -124 -4%
HAIM
838
Hunter Associates Investment Management
Pennsylvania
$360K -$142K -1,100 -29%
PWM
839
PMG Wealth Management
Illinois
$360K -$12.2K -94 -3%
IIC
840
Ironwood Investment Counsel
Arizona
$360K +$34.1K +263 +11%
YP
841
YANKCOM Partnership
South Dakota
$359K
NFA
842
Northwest Financial Advisors
Virginia
$358K +$1.04K +8 +0.3%
HF
843
HRT Financial
New York
$358K -$529K -4,083 -60%
CWP
844
CFM Wealth Partners
Texas
$358K
LWM
845
LongView Wealth Management
Georgia
$357K +$259 +2 +0.1%
SEP
846
Southland Equity Partners
Missouri
$356K +$105K +808 +43%
BCM
847
Brookstone Capital Management
Illinois
$356K +$388 +3 +0.1%
DT
848
Diversified Trust
Tennessee
$356K
PFGIA
849
Patriot Financial Group Insurance Agency
Massachusetts
$355K +$20.7K +160 +6%
CPA
850
Cardiff Park Advisors
California
$355K

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.