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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
DLHL
851
Donald L. Hagan LLC
Florida
$355K
WPC
852
Wedmont Private Capital
Pennsylvania
$355K -$21.5K -166 -6%
BFA
853
Benedict Financial Advisors
Georgia
$354K +$5.96K +46 +2%
FCIM
854
Fairview Capital Investment Management
California
$354K
OCM
855
Orleans Capital Management
Louisiana
$352K
CAI
856
Capital Advisors Inc
Oklahoma
$350K +$647 +5 +0.2%
TF
857
Tudor Financial
Ohio
$348K +$129 +1 +0%
CA
858
Calton & Associates
Florida
$347K +$3.75K +29 +1%
G
859
Gainplan
Michigan
$344K -$9.58K -74 -3%
PAM
860
Palisade Asset Management
Minnesota
$344K
KAS
861
KPP Advisory Services
Kentucky
$344K
MAS
862
Meeder Advisory Services
Ohio
$343K -$8.16K -63 -2%
MPWT
863
MassMutual Private Wealth & Trust
Connecticut
$343K +$58.3K +450 +21%
SFWC
864
Strategic Family Wealth Counselors
New Jersey
$342K +$13.5K +104 +4%
GWS
865
Glassman Wealth Services
Virginia
$341K
BFO
866
Biltmore Family Office
North Carolina
$341K -$12.9K -100 -4%
AFTS
867
American Financial & Tax Strategies
New York
$339K
CFIA
868
Cantor Fitzgerald Investment Advisors
New York
$338K
PCM
869
Passive Capital Management
Maryland
$338K
CFS
870
Commonwealth Financial Services
West Virginia
$337K
CWM
871
Calamos Wealth Management
Illinois
$336K
RT
872
Rockland Trust
Massachusetts
$336K -$22.7K -175 -6%
VT
873
Vise Technologies
New York
$335K +$327K +2,523 New
MAM
874
Marquette Asset Management
Minnesota
$333K
MCM
875
Mengis Capital Management
Oregon
$332K

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.