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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
EW
901
Elyxium Wealth
California
$316K -$3.35K -25 -1%
HCM
902
Highview Capital Management
Illinois
$315K -$103K -769 -25%
GAM
903
Grandview Asset Management
Pennsylvania
$315K -$33.8K -252 -10%
BWA
904
BlueChip Wealth Advisors
Georgia
$315K
OCM
905
Orion Capital Management
California
$313K
CG
906
Clarus Group
Texas
$313K
CA
907
Cornerstone Advisory
Maryland
$312K -$12.1K -90 -4%
CBA
908
Coastal Bridge Advisors
Connecticut
$312K +$311K +2,321 New
AFS
909
Access Financial Services
Minnesota
$311K +$134 +1 +0%
AIA
910
Arbor Investment Advisors
North Carolina
$310K -$59.4K -443 -16%
IF
911
IRON Financial
Illinois
$309K +$1.61K +12 +0.5%
BFS
912
BridgePort Financial Solutions
Iowa
$308K
CWM
913
ClientFirst Wealth Management
Arkansas
$307K
CBT
914
CoreFirst Bank & Trust
Kansas
$306K -$17.7K -132 -5%
AF
915
Affiance Financial
Minnesota
$306K
OCM
916
One Capital Management
California
$305K
PVI
917
Pine Valley Investments
New Jersey
$304K +$1.88K +14 +0.6%
HWA
918
Heritage Wealth Advisors
Virginia
$303K
HH
919
HWG Holdings
Texas
$302K
MCC
920
Money Concepts Capital
Florida
$302K -$8.58K -64 -3%
CIAS
921
Capital Investment Advisory Services
North Carolina
$301K +$134 +1 +0%
CAC
922
Certified Advisory Corp
Florida
$301K
GAG
923
GM Advisory Group
New York
$300K +$299K +2,232 New
GLA
924
Great Lakes Advisors
Illinois
$300K +$299K +2,231 New
FFA
925
Founders Financial Alliance
North Carolina
$297K +$89.2K +665 +43%

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.