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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
RRA
76
Round Rock Advisors
Connecticut
$13.9M +$237K +1,834 +2%
EH
77
Equitable Holdings
New York
$13.7M +$821K +6,338 +7%
KL
78
KWMG LLC
Kansas
$13.4M +$205K +1,586 +2%
PFPT
79
Pinnacle Financial Partners (Tennessee)
Tennessee
$13.2M +$125K +964 +1%
PIA
80
Powell Investment Advisors
Florida
$12.6M +$155K +1,194 +1%
BPA
81
Beacon Pointe Advisors
California
$12.6M -$103K -795 -0.8%
SPIA
82
Steward Partners Investment Advisory
New York
$12M +$290K +2,237 +3%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$12M +$42.5K +328 +0.4%
Corient Private Wealth
84
Corient Private Wealth
Florida
$11.9M -$13.8M -106,876 -54%
MGIA
85
Moneta Group Investment Advisors
Missouri
$11.7M +$51.4K +397 +0.5%
CAM
86
Cresset Asset Management
Illinois
$11.5M -$81.3K -628 -0.7%
MML Investors Services
87
MML Investors Services
Massachusetts
$11.5M +$6.86M +52,952 +157%
JWM
88
JGP Wealth Management
Oregon
$11.5M +$276K +2,132 +3%
MCM
89
MAI Capital Management
Ohio
$11.1M -$225K -1,738 -2%
NSIM
90
North Star Investment Management
Illinois
$10.4M -$205K -1,582 -2%
NA
91
NewEdge Advisors
Louisiana
$10.3M +$42.2K +326 +0.4%
GFG
92
Greenberg Financial Group
Arizona
$10.1M -$58.9K -455 -0.7%
FCC
93
Florin Court Capital
United Kingdom
$9.79M -$6.42M -49,600 -40%
AIM
94
Allen Investment Management
New York
$9.69M
SIAP
95
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$9.45M +$237K +1,828 +3%
DC
96
Davenport & Co
Virginia
$9.43M +$842K +6,500 +10%
SWA
97
SOA Wealth Advisors
New York
$9.26M -$504K -3,894 -5%
LW
98
Linscomb Wealth
Texas
$9.03M -$373K -2,884 -4%
ONB
99
Old National Bancorp
Indiana
$9M -$948K -7,318 -10%
WLIM
100
White Lighthouse Investment Management
Massachusetts
$8.89M +$380K +2,936 +5%

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.