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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
AAS
1026
Annex Advisory Services
Wisconsin
$228K
NSAM
1027
North Star Asset Management
Wisconsin
$227K
DDC
1028
DF Dent & Co
Maryland
$226K
TIA
1029
Traphagen Investment Advisors
New Jersey
$226K +$388 +3 +0.2%
HPBT
1030
Hickory Point Bank & Trust
Illinois
$226K
HPM
1031
Hoxton Planning & Management
West Virginia
$225K +$219K +1,695 New
TTWM
1032
TCV Trust & Wealth Management
Virginia
$225K -$4.53K -35 -2%
PSB
1033
Piscataqua Savings Bank
New Hampshire
$224K
VWA
1034
Visionary Wealth Advisors
Illinois
$223K +$17.5K +135 +9%
UPS
1035
UHLMANN PRICE SECURITIES
Illinois
$223K
SWMG
1036
Sard Wealth Management Group
Georgia
$223K +$777 +6 +0.4%
FF
1037
Francis Financial
$222K
MC
1038
Middleton & Co
Massachusetts
$222K
IIL
1039
Insight Inv LLC
California
$221K
CWM
1040
Chemistry Wealth Management
New York
$220K -$3.63K -28 -2%
PPW
1041
Pasadena Private Wealth
California
$220K +$647 +5 +0.3%
WAS
1042
Wealth Advisory Solutions
Indiana
$219K +$5.7K +44 +3%
PFG
1043
Prosperity Financial Group
California
$219K +$213K +1,647 New
MCM
1044
Morton Capital Management
California
$218K
CWMK
1045
Caliber Wealth Management (Kansas)
Kansas
$218K +$212K +1,638 New
MA
1046
MONECO Advisors
Connecticut
$217K -$22.9K -177 -10%
PFM
1047
Phillips Financial Management
Indiana
$217K -$129 -1 -0.1%
FMC
1048
First Merchants Corp
Indiana
$217K
1NWS
1049
1 North Wealth Services
Maryland
$217K -$19.2K -148 -8%
ACM
1050
Allred Capital Management
Texas
$216K -$73K -564 -26%

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.