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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
GWP
976
Gateway Wealth Partners
Wisconsin
$265K +$8.18K +61 +3%
FFM
977
Forum Financial Management
Illinois
$264K
LC
978
LCNB Corp
Ohio
$264K
CWP
979
Cyndeo Wealth Partners
Florida
$261K +$261K +1,946 New
DJSG
980
D.J. St. Germain
Massachusetts
$261K +$9.92K +74 +4%
CWM
981
Cedar Wealth Management
California
$261K
AWG
982
Altus Wealth Group
Colorado
$260K -$40.4K -301 -13%
SFP
983
Sterling Financial Planning
New Jersey
$260K
RWM
984
Rialto Wealth Management
New York
$259K -$4.83K -36 -2%
RWB
985
RMR Wealth Builders
New Jersey
$259K -$85.7K -639 -25%
LA
986
Legacy Advisors
Pennsylvania
$258K
MF
987
Manuka Financial
Virginia
$257K
SWP
988
Semus Wealth Partners
Florida
$257K +$1.74K +13 +0.7%
OW
989
Olistico Wealth
Oklahoma
$256K -$162K -1,205 -63%
CG
990
CFO4Life Group
Texas
$255K -$13.9K -104 -5%
PFA
991
Pettinga Financial Advisors
Indiana
$255K -$3.35K -25 -1%
DCM
992
Dudley Capital Management
Virginia
$255K
MWM
993
Melfa Wealth Management
Massachusetts
$255K
SIC
994
Sigma Investment Counselors
Michigan
$254K -$26.8K -200 -10%
VC
995
Vicus Capital
Pennsylvania
$254K +$1.07K +8 +0.4%
VNA
996
Valley National Advisers
Pennsylvania
$253K
SEP
997
Southland Equity Partners
Missouri
$252K +$670 +5 +0.3%
WCP
998
Wealthcare Capital Partners
Pennsylvania
$251K +$2.01K +15 +0.8%
YIH
999
Y-Intercept (HK)
Hong Kong
$251K -$665K -4,963 -73%
HL
1000
HeadInvest LLC
Maine
$251K

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.