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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
CIG
1026
Cairn Investment Group
Washington
$234K
GPW
1027
Gray Private Wealth
Massachusetts
$232K -$5.23K -39 -2%
FDDB
1028
Fidelity D&D Bancorp
Pennsylvania
$232K +$12.5K +93 +6%
TTWM
1029
TCV Trust & Wealth Management
Virginia
$232K -$2.68K -20 -1%
AFG
1030
Allegheny Financial Group
Pennsylvania
$231K +$536 +4 +0.2%
MMPW
1031
Mitchell McLeod Pugh & Williams
Alabama
$231K
AIM
1032
Anchor Investment Management
South Carolina
$231K +$536 +4 +0.2%
AAS
1033
Annex Advisory Services
Wisconsin
$230K
M
1034
MOTCO
Texas
$230K -$80.5K -600 -26%
RMC
1035
Ring Mountain Capital
California
$230K -$1.74K -13 -0.8%
NSAM
1036
North Star Asset Management
Wisconsin
$230K
DDC
1037
DF Dent & Co
Maryland
$229K
TIA
1038
Traphagen Investment Advisors
New Jersey
$229K +$268 +2 +0.1%
GSWM
1039
Golden State Wealth Management
California
$228K -$1.48K -11 -0.6%
PFBT
1040
Parkside Financial Bank & Trust
Missouri
$228K -$15.2K -113 -6%
HPBT
1041
Hickory Point Bank & Trust
Illinois
$228K
PSB
1042
Piscataqua Savings Bank
New Hampshire
$227K -$16.1K -120 -7%
OWA
1043
Octavia Wealth Advisors
Ohio
$227K
NAG
1044
Northstar Advisory Group
New Jersey
$227K -$4.42K -33 -2%
CWM
1045
Chemistry Wealth Management
New York
$226K
UPS
1046
UHLMANN PRICE SECURITIES
Illinois
$226K
FF
1047
Francis Financial
$225K
MC
1048
Middleton & Co
Massachusetts
$225K
SWMG
1049
Sard Wealth Management Group
Georgia
$224K +$670 +5 +0.3%
IIL
1050
Insight Inv LLC
California
$223K

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.