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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
CCT
1051
Capital City Trust
Florida
$222K -$76.4K -570 -26%
RFO
1052
RiverGlades Family Offices
Florida
$222K
PPW
1053
Pasadena Private Wealth
California
$222K +$670 +5 +0.3%
SHGA
1054
Sand Hill Global Advisors
California
$221K
FC
1055
Forte Capital
New York
$221K -$23.5K -175 -10%
CPP
1056
Capasso Planning Partners
South Carolina
$221K +$1.74K +13 +0.8%
MCM
1057
Morton Capital Management
California
$220K
PFM
1058
Phillips Financial Management
Indiana
$219K
FMC
1059
First Merchants Corp
Indiana
$219K
AWAG
1060
ARS Wealth Advisors Group
Florida
$219K -$6.7K -50 -3%
UIM
1061
Unified Investment Management
Georgia
$218K -$14.5K -108 -6%
PCA
1062
Purkiss Capital Advisors
Connecticut
$217K +$217K +1,618 New
GSIAS
1063
Garden State Investment Advisory Services
New Jersey
$217K +$216K +1,610 New
PWM
1064
Paulson Wealth Management
Illinois
$216K -$234K -1,747 -52%
HWM
1065
Howard Wealth Management
Connecticut
$216K +$134 +1 +0.1%
WAS
1066
Wealth Advisory Solutions
Indiana
$215K -$3.35K -25 -2%
PIA
1067
Perennial Investment Advisors
California
$215K -$175K -1,306 -45%
OFO
1068
OneAscent Family Office
Alabama
$215K
FCM
1069
Firestone Capital Management
Florida
$215K
CCM
1070
Carderock Capital Management
Maryland
$215K -$22.3K -166 -9%
WIC
1071
Wilkins Investment Counsel
Massachusetts
$215K -$3.35K -25 -2%
AWA
1072
ARQ Wealth Advisors
Arizona
$215K
Citadel Advisors
1073
Citadel Advisors
Florida
$215K -$1.09M -8,161 -84%
DWAM
1074
Duncan Williams Asset Management
Tennessee
$215K +$805 +6 +0.4%
UAS
1075
United Asset Strategies
New York
$214K

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.