We are live on ! Find out more
DVY icon

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
CT
876
Colonial Trust
South Carolina
$330K -$4.4K -34 -1%
SOS
877
Silver Oak Securities
Tennessee
$329K +$321K +2,479 New
AWM
878
AllSquare Wealth Management
New York
$329K
ERWM
879
Elk River Wealth Management
Colorado
$328K
GKWIM
880
Gerber Kawasaki Wealth & Investment Management
California
$328K +$388 +3 +0.1%
MAM
881
Mystic Asset Management
Rhode Island
$327K -$1.94K -15 -0.6%
FHC
882
First Heartland Consultants
Missouri
$326K -$4.01K -31 -1%
NB
883
Northwest Bancshares
Pennsylvania
$326K -$2.85K -22 -0.9%
GBT
884
Grove Bank & Trust
Florida
$326K
CA
885
Cornerstone Advisory
Maryland
$324K +$1.81K +14 +0.6%
RB
886
Rodgers Brothers
Pennsylvania
$322K
SIA
887
Soltis Investment Advisors
Utah
$319K +$129 +1 +0%
UBV
888
United Bank (Virginia)
Virginia
$319K
AWE
889
Avidian Wealth Enterprises
Texas
$318K +$24.3K +188 +9%
PSF
890
Pacific Sun Financial
California
$318K
EWM
891
Empirical Wealth Management
Washington
$317K -$31.9K -246 -9%
PTC
892
Philadelphia Trust Company
Pennsylvania
$314K -$32.4K -250 -10%
WF
893
WoodTrust Financial
Wisconsin
$314K
BFS
894
BridgePort Financial Solutions
Iowa
$313K +$8.93K +69 +3%
GAM
895
Grandview Asset Management
Pennsylvania
$313K +$1.17K +9 +0.4%
HCM
896
Highview Capital Management
Illinois
$312K
FCM
897
Fogel Capital Management
Florida
$311K -$68K -525 -18%
BWA
898
BlueChip Wealth Advisors
Georgia
$311K
BIP
899
Bouvel Investment Partners
Pennsylvania
$310K -$2.21M -17,071 -88%
CSIC
900
Clifford Swan Investment Counsel
California
$310K -$25.9K -200 -8%

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.