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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
HBT
1001
Hills Bank & Trust
Iowa
$251K
AGWCA
1002
Annis Gardner Whiting Capital Advisors
Florida
$250K -$1.12M -8,376 -82%
SIA
1003
Summit Investment Advisors
Maryland
$249K +$2.15K +16 +0.8%
CWM
1004
C2C Wealth Management
Arizona
$248K -$40.2K -300 -14%
ACM
1005
Advisors Capital Management
New Jersey
$248K
RIL
1006
Rothschild Investment LLC
Illinois
$247K
BA
1007
Bristlecone Advisors
Washington
$247K -$7.24K -54 -3%
COCM
1008
Charter Oak Capital Management
New Hampshire
$247K -$6.3K -47 -2%
AFA
1009
American Financial Advisors
Georgia
$247K +$268 +2 +0.1%
MCWS
1010
McKinley Carter Wealth Services
West Virginia
$246K -$8.58K -64 -3%
MA
1011
MONECO Advisors
Connecticut
$244K -$16.2K -121 -6%
Neuberger Berman Group
1012
Neuberger Berman Group
New York
$243K -$13.8K -103 -5%
Simplex Trading
1013
Simplex Trading
Illinois
$243K +$243K +1,813 New
BBNA
1014
Bremer Bank National Association
Minnesota
$242K +$241K +1,800 New
BMCM
1015
Bryn Mawr Capital Management
Pennsylvania
$241K -$139K -1,037 -37%
LFA
1016
Lauterbach Financial Advisors
Texas
$240K
Russell Investments Group
1017
Russell Investments Group
United Kingdom
$240K -$39.8K -297 -14%
S
1018
SignatureFD
Georgia
$239K +$14.2K +106 +6%
1NWS
1019
1 North Wealth Services
Maryland
$239K -$4.29K -32 -2%
NG
1020
Norden Group
Utah
$238K
VIA
1021
Victrix Investment Advisors
Florida
$238K +$271K +2,020 New
ZIM
1022
Zacks Investment Management
Illinois
$235K -$21.3K -159 -8%
AC
1023
Apella Capital
Connecticut
$234K -$2.01K -15 -0.8%
SIAM
1024
Sterling Investment Advisors (Missouri)
Missouri
$234K +$805 +6 +0.3%
AF
1025
AtlasMark Financial
Texas
$234K -$24.8K -185 -10%

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.