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iShares Select Dividend ETF

1,296 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, 444 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

4% more repeat investments, than reductions

Existing positions increased: 444 | 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: 1,3131,296 (-17)

13% less funds holding in top 10

Funds holding in top 10: 3934 (-5)

Holders
1,296
Holders Change
-17
Holders Change %
-1.29%
% of All Funds
17.06%
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
444
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
HFS
951
Heritage Financial Services
Massachusetts
$274K -$3.24K -25 -1%
AIA
952
Accelerate Investment Advisors
California
$273K +$266K +2,057 New
CIBC Asset Management
953
CIBC Asset Management
Ontario, Canada
$272K
FAB
954
First American Bank
Illinois
$272K
DWM
955
Denver Wealth Management
Colorado
$272K -$5.31K -41 -2%
SIC
956
Sigma Investment Counselors
Michigan
$272K +$20.1K +155 +8%
AFG
957
ABLE Financial Group
Arizona
$271K -$160K -1,235 -38%
SCA
958
STALEY CAPITAL ADVISERS
Pennsylvania
$271K
CTA
959
Colonial Trust Advisors
South Carolina
$271K +$259 +2 +0.1%
SM
960
Sensible Money
Arizona
$271K +$2.33K +18 +0.9%
BPAMU
961
BTG Pactual Asset Management US
New York
$271K
SFG
962
SNS Financial Group
Minnesota
$270K +$1.04K +8 +0.4%
MA
963
Montag & Associates
Georgia
$269K
SCA
964
Stillwater Capital Advisors
Pennsylvania
$268K +$6.47K +50 +3%
CA
965
Carson Advisory
Georgia
$267K -$19.4K -150 -7%
PWA
966
Provenance Wealth Advisors
Florida
$267K
SPF
967
South Plains Financial
Texas
$267K
PIA
968
Perennial Investment Advisors
California
$266K +$51.8K +400 +25%
BAM
969
Bosun Asset Management
Illinois
$266K
GP
970
Gridiron Partners
Pennsylvania
$266K
AAM
971
Augustine Asset Management
Florida
$266K -$17.1K -132 -6%
KPWG
972
KFA Private Wealth Group
Virginia
$264K -$518 -4 -0.2%
RB
973
Renasant Bank
Mississippi
$264K
AT
974
American Trust
Kentucky
$263K +$257K +1,983 New
SC
975
Sepio Capital
Utah
$262K

DVY Hedge Fund Activity: Q2 2025 in Review

1,296 of the 7,595 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 444 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.

  • 1,296 institutional investors held iShares Select Dividend ETF (DVY) as of Q2 2025, down from 1,313 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.