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
RIL
1001
Rothschild Investment LLC
Illinois
$244K
AFA
1002
American Financial Advisors
Georgia
$244K +$259 +2 +0.1%
Tudor Investment Corp
1003
Tudor Investment Corp
Connecticut
$244K +$238K +1,836 New
MCWS
1004
McKinley Carter Wealth Services
West Virginia
$244K
AIM
1005
Anchor Investment Management
South Carolina
$242K +$13.2K +102 +6%
BA
1006
Bristlecone Advisors
Washington
$240K -$3.88K -30 -2%
BMCM
1007
Bryn Mawr Capital Management
Pennsylvania
$238K
LFA
1008
Lauterbach Financial Advisors
Texas
$238K
ACM
1009
Advisors Capital Management
New Jersey
$238K -$7.77K -60 -3%
NAS
1010
Nicolet Advisory Services
Wisconsin
$237K +$15.7K +121 +7%
CBT
1011
CoreFirst Bank & Trust
Kansas
$236K -$64.7K -500 -22%
NG
1012
Norden Group
Utah
$235K
DF
1013
Dunhill Financial
United Kingdom
$235K +$24.9K +192 +12%
Chevy Chase Trust
1014
Chevy Chase Trust
Maryland
$234K +$228K +1,760 New
DE
1015
Diversified Enterprises
Delaware
$233K +$227K +1,754 New
Fisher Asset Management
1016
Fisher Asset Management
Washington
$233K +$21.2K +164 +10%
RMC
1017
Ring Mountain Capital
California
$232K -$259 -2 -0.1%
AF
1018
AtlasMark Financial
Texas
$231K
M
1019
MOTCO
Texas
$231K
CIG
1020
Cairn Investment Group
Washington
$231K
HBT
1021
Hills Bank & Trust
Iowa
$231K -$17K -131 -7%
GPW
1022
Gray Private Wealth
Massachusetts
$230K
SWP
1023
Semus Wealth Partners
Florida
$229K -$24.2K -187 -10%
AFG
1024
Allegheny Financial Group
Pennsylvania
$229K +$518 +4 +0.2%
MMPW
1025
Mitchell McLeod Pugh & Williams
Alabama
$229K

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.