We are live on ! Find out more
DVY icon

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
AAS
76
Avantax Advisory Services
Texas
$14M +$415K +3,093 +3%
RRA
77
Round Rock Advisors
Connecticut
$13.8M +$1.87M +13,929 +16%
KL
78
KWMG LLC
Kansas
$13.3M +$117K +873 +0.9%
PFPT
79
Pinnacle Financial Partners (Tennessee)
Tennessee
$13.2M +$195K +1,456 +2%
Charles Schwab
80
Charles Schwab
California
$13.2M -$25.5M -190,088 -66%
EH
81
Equitable Holdings
New York
$13M +$302K +2,249 +2%
BPA
82
Beacon Pointe Advisors
California
$12.9M +$92.4K +689 +0.7%
PIA
83
Powell Investment Advisors
Florida
$12.6M +$124K +924 +1%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$12.1M -$344K -2,563 -3%
SPIA
85
Steward Partners Investment Advisory
New York
$11.9M +$330K +2,462 +3%
Lido Advisors
86
Lido Advisors
California
$11.8M -$52K -388 -0.4%
MGIA
87
Moneta Group Investment Advisors
Missouri
$11.8M +$1.21K +9 +0%
CAM
88
Cresset Asset Management
Illinois
$11.7M +$725K +5,405 +7%
MCM
89
MAI Capital Management
Ohio
$11.4M -$529K -3,942 -4%
JWM
90
JGP Wealth Management
Oregon
$11.3M +$580K +4,329 +5%
NSIM
91
North Star Investment Management
Illinois
$10.7M +$29.5K +220 +0.3%
NA
92
NewEdge Advisors
Louisiana
$10.4M +$11.9K +89 +0.1%
ONB
93
Old National Bancorp
Indiana
$10.1M -$1.54M -11,487 -13%
SWA
94
SOA Wealth Advisors
New York
$9.88M -$47.1K -351 -0.5%
GFG
95
Greenberg Financial Group
Arizona
$9.81M +$8.69M +64,782 New
ASN
96
Advisory Services Network
Georgia
$9.8M +$59.8K +446 +0.6%
AIM
97
Allen Investment Management
New York
$9.8M
PCIA
98
Prime Capital Investment Advisors
Kansas
$9.68M +$2.28M +16,998 +31%
Kovitz Investment Group Partners
99
Kovitz Investment Group Partners
Illinois
$9.62M +$3.27M +24,370 +52%
BlackRock
100
BlackRock
New York
$9.59M -$12.9M -96,116 -57%

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.