We are live on ! Find out more
DVY icon

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
AW
976
Avion Wealth
Texas
$262K -$25.6K -198 -9%
SIA
977
Summit Investment Advisors
Maryland
$262K +$2.33K +18 +0.9%
FFM
978
Forum Financial Management
Illinois
$261K
LC
979
LCNB Corp
Ohio
$261K
SWM
980
Sterling Wealth Management
Illinois
$260K +$254K +1,961 New
CWM
981
Cedar Wealth Management
California
$258K
AWG
982
Altus Wealth Group
Colorado
$257K +$129 +1 +0.1%
MWM
983
Melfa Wealth Management
Massachusetts
$256K +$3.24K +25 +1%
SFP
984
Sterling Financial Planning
New Jersey
$255K -$1.55K -12 -0.6%
MF
985
Manuka Financial
Virginia
$254K
PVI
986
Pine Valley Investments
New Jersey
$254K -$46.1K -356 -16%
OW
987
Olistico Wealth
Oklahoma
$253K +$155K +1,200 +169%
CG
988
CFO4Life Group
Texas
$252K
DCM
989
Dudley Capital Management
Virginia
$252K
GD
990
Grandfield & Dodd
New York
$252K +$246K +1,899 New
VC
991
Vicus Capital
Pennsylvania
$252K +$1.17K +9 +0.5%
WCP
992
Wealthcare Capital Partners
Pennsylvania
$251K +$2.33K +18 +1%
VNA
993
Valley National Advisers
Pennsylvania
$250K
CCM
994
Chilton Capital Management
Texas
$248K +$234K +1,811 +3,018%
MW
995
Maia Wealth
Colorado
$248K -$175K -1,349 -42%
AGWCA
996
Annis Gardner Whiting Capital Advisors
Florida
$248K +$647 +5 +0.3%
PFA
997
Pure Financial Advisors
California
$247K +$241K +1,863 New
GWP
998
Gateway Wealth Partners
Wisconsin
$246K -$14.9K -115 -6%
SPC
999
Spirepoint Private Client
Florida
$246K +$240K +1,853 New
Neuberger Berman Group
1000
Neuberger Berman Group
New York
$245K +$4.14K +32 +2%

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.