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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
CG
901
Clarus Group
Texas
$309K
CBA
902
Coastal Bridge Advisors
Connecticut
$308K
GS
903
GWN Securities
Florida
$308K -$357K -2,759 -54%
IF
904
IRON Financial
Illinois
$308K +$1.94K +15 +0.7%
AFS
905
Access Financial Services
Minnesota
$308K
WP
906
Westmount Partners
California
$305K -$8.03K -62 -3%
CWM
907
ClientFirst Wealth Management
Arkansas
$303K
RA
908
RFG Advisory
Alabama
$303K -$24.3K -188 -8%
AF
909
Affiance Financial
Minnesota
$302K
OCM
910
One Capital Management
California
$301K
AIA
911
Arbor Investment Advisors
North Carolina
$301K -$5.96K -46 -2%
CNBOF
912
City National Bank of Florida
Florida
$301K -$42.7K -330 -13%
HWA
913
Heritage Wealth Advisors
Virginia
$300K
PMFA
914
Plante Moran Financial Advisors
Michigan
$300K +$17.9K +138 +7%
PCWA
915
Pacific Capital Wealth Advisors
California
$299K
HH
916
HWG Holdings
Texas
$299K
DAS
917
Dynamic Advisor Solutions
Arizona
$299K -$22.3K -172 -7%
GAG
918
GM Advisory Group
New York
$298K +$1.68K +13 +0.6%
CWM
919
Castle Wealth Management
Florida
$298K +$12.9K +100 +5%
CAC
920
Certified Advisory Corp
Florida
$297K
S
921
SignatureFD
Georgia
$297K +$58.9K +455 +26%
CIAS
922
Capital Investment Advisory Services
North Carolina
$294K -$3.11K -24 -1%
VIA
923
Victrix Investment Advisors
Florida
$294K +$24.6K +190 +9%
AIFAIM
924
American Institute for Advanced Investment Management
Arizona
$290K
JC
925
JB Capital
Connecticut
$290K +$282K +2,180 New

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.