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iShares Select Dividend ETF
DVY

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: 32 → 39 (+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: 1,328 → 1,313 (-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

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$26.1M
2
OAC
OMERS Administration Corp
Ontario, Canada
+$24.6M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$12.8M
4
Goldman Sachs
Goldman Sachs
New York
+$10.3M
5
WANY
Wealthspire Advisors (New York)
New York
+$10.2M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$29.7M
2
Wells Fargo
Wells Fargo
California
-$29.3M
3
Morgan Stanley
Morgan Stanley
New York
-$26.6M
4
Charles Schwab
Charles Schwab
California
-$25.5M
5
PAG
Private Advisor Group
New Jersey
-$25M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCWA
926
Pacific Capital Wealth Advisors
California
$297K – – –
AWE
927
Avidian Wealth Enterprises
Texas
$296K +$15.8K +118 +6%
CICC
928
Capital Investment Counsel (Colorado)
Colorado
$295K – – –
ACM
929
Allred Capital Management
Texas
$294K – – –
AIFAIM
930
American Institute for Advanced Investment Management
Arizona
$293K – – –
CMP
931
Courage Miller Partners
Virginia
$292K -$268 -2 -0.1%
PCFFS
932
Pacific Center for Financial Services
California
$290K +$1.74K +13 +0.6%
CA
933
Carson Advisory
Georgia
$290K +$61.7K +460 +27%
CWM
934
Connecticut Wealth Management
Connecticut
$290K -$50K -373 -15%
WCF
935
West Coast Financial
California
$289K -$6.03K -45 -2%
WFAG
936
Worth Financial Advisory Group
North Carolina
$289K +$44.7K +333 +18%
UB
937
UMB Bank
Missouri
$289K – – –
CWM
938
Castle Wealth Management
Florida
$288K – – –
ANHIM
939
Alan N. Hoffman Investment Management
Massachusetts
$287K – – –
FWM
940
FSA Wealth Management
Massachusetts
$286K -$33.1K -247 -10%
AAM
941
Augustine Asset Management
Florida
$286K +$2.28K +17 +0.8%
MPWT
942
MassMutual Private Wealth & Trust
Connecticut
$286K -$150K -1,120 -34%
AW
943
Avion Wealth
Texas
$285K – – –
PMFA
944
Plante Moran Financial Advisors
Michigan
$284K -$54.4K -406 -16%
FWTB
945
First Western Trust Bank
Colorado
$284K – – –
IAMOG
946
Investors Asset Management of Georgia
Georgia
$284K – – –
AF
947
Advisornet Financial
Minnesota
$283K +$173K +1,287 +157%
Renaissance Technologies
948
Renaissance Technologies
New York
$282K +$282K +2,100 New
HFS
949
Heritage Financial Services
Massachusetts
$281K +$16K +119 +6%
IA
950
Insight Advisors
Pennsylvania
$280K +$1.21K +9 +0.4%
36 37
38
39 40

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.