We are live on ! Find out more
DVY icon

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
KFC
951
Klingenstein Fields & Co
New York
$280K – – –
DWM
952
Denver Wealth Management
Colorado
$280K +$11.4K +85 +4%
APP
953
Avantax Planning Partners
Iowa
$280K – – –
MSAM
954
Moloney Securities Asset Management
Missouri
$279K +$279K +2,079 New
GKIM
955
GW&K Investment Management
Massachusetts
$276K -$6.06M -45,180 -96%
CIBC Asset Management
956
CIBC Asset Management
Ontario, Canada
$275K – – –
FAB
957
First American Bank
Illinois
$275K – – –
NIM
958
Northeast Investment Management
Massachusetts
$275K – – –
SCA
959
STALEY CAPITAL ADVISERS
Pennsylvania
$274K – – –
LA
960
Lane & Associates
New Jersey
$274K +$402 +3 +0.1%
BPAMU
961
BTG Pactual Asset Management US
New York
$274K – – –
CTA
962
Colonial Trust Advisors
South Carolina
$274K +$10.1K +75 +4%
FPW
963
Flagship Private Wealth
Massachusetts
$273K -$37.7K -281 -12%
MA
964
Montag & Associates
Georgia
$272K – – –
SFG
965
SNS Financial Group
Minnesota
$272K +$1.07K +8 +0.4%
SM
966
Sensible Money
Arizona
$272K +$2.01K +15 +0.7%
PWA
967
Provenance Wealth Advisors
Florida
$270K – – –
SPF
968
South Plains Financial
Texas
$270K -$4.02K -30 -1%
IFWM
969
Institute for Wealth Management
Colorado
$269K – – –
BAM
970
Bosun Asset Management
Illinois
$269K – – –
GP
971
Gridiron Partners
Pennsylvania
$269K – – –
KPWG
972
KFA Private Wealth Group
Virginia
$268K +$267K +1,993 New
RB
973
Renasant Bank
Mississippi
$267K – – –
SC
974
Sepio Capital
Utah
$265K – – –
SCA
975
Stillwater Capital Advisors
Pennsylvania
$265K – – –
37 38
39
40 41

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.