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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
FCIM
851
Fairview Capital Investment Management
California
$358K -$109K -812 -23%
OCM
852
Orleans Capital Management
Louisiana
$356K
MAS
853
Meeder Advisory Services
Ohio
$356K -$208K -1,551 -37%
CAI
854
Capital Advisors Inc
Oklahoma
$354K +$79.6K +594 +29%
EWM
855
Empirical Wealth Management
Washington
$353K -$11.7K -87 -3%
BFA
856
Benedict Financial Advisors
Georgia
$352K +$24.4K +182 +7%
TF
857
Tudor Financial
Ohio
$352K
PTC
858
Philadelphia Trust Company
Pennsylvania
$351K
CNBOF
859
City National Bank of Florida
Florida
$348K
PAM
860
Palisade Asset Management
Minnesota
$348K -$68.4K -510 -16%
KAS
861
KPP Advisory Services
Kentucky
$348K -$20.1K -150 -5%
CA
862
Calton & Associates
Florida
$346K +$63.8K +476 +23%
GWS
863
Glassman Wealth Services
Virginia
$345K
BBA
864
BLB&B Advisors
Pennsylvania
$345K +$13.7K +102 +4%
WPC
865
Wedmont Private Capital
Pennsylvania
$344K
SNBOSCI
866
Security National Bank of Sioux City Iowa
Iowa
$343K -$13.4K -100 -4%
AFTS
867
American Financial & Tax Strategies
New York
$343K
CFIA
868
Cantor Fitzgerald Investment Advisors
New York
$342K
TWP
869
Triad Wealth Partners
Kansas
$342K +$341K +2,545 New
CFS
870
Commonwealth Financial Services
West Virginia
$341K
CSIC
871
Clifford Swan Investment Counsel
California
$340K
CWM
872
Calamos Wealth Management
Illinois
$340K
AIS
873
American Investment Services
Massachusetts
$340K +$339K +2,528 New
CT
874
Colonial Trust
South Carolina
$339K
HNWA
875
Henrickson Nauta Wealth Advisors
Michigan
$338K -$9.52K -71 -3%

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.