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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
IFWM
1051
Institute for Wealth Management
Colorado
$216K -$48.7K -376 -19%
AWAG
1052
ARS Wealth Advisors Group
Florida
$216K
UIM
1053
Unified Investment Management
Georgia
$216K
GSIAS
1054
Garden State Investment Advisory Services
New Jersey
$216K +$1.68K +13 +0.8%
PFBT
1055
Parkside Financial Bank & Trust
Missouri
$216K -$9.58K -74 -4%
AWA
1056
ARQ Wealth Advisors
Arizona
$215K
FDDB
1057
Fidelity D&D Bancorp
Pennsylvania
$214K -$14.9K -115 -7%
DWAM
1058
Duncan Williams Asset Management
Tennessee
$214K +$1.94K +15 +0.9%
NAG
1059
Northstar Advisory Group
New Jersey
$214K -$9.84K -76 -5%
HWM
1060
Howard Wealth Management
Connecticut
$213K +$388 +3 +0.2%
UB
1061
Umpqua Bank
Oregon
$213K +$203K +1,570 New
FCM
1062
Firestone Capital Management
Florida
$213K
CCM
1063
Carderock Capital Management
Maryland
$212K
OFO
1064
OneAscent Family Office
Alabama
$212K
TCM
1065
TABR Capital Management
California
$212K +$1.94K +15 +0.9%
AA
1066
AJ Advisors
Tennessee
$212K +$1.42K +11 +0.7%
DJSG
1067
D.J. St. Germain
Massachusetts
$212K -$45.4K -351 -18%
UAS
1068
United Asset Strategies
New York
$211K
AWA
1069
Adapt Wealth Advisors
Georgia
$211K
PFA
1070
Pettinga Financial Advisors
Indiana
$209K -$42.1K -325 -17%
WCP
1071
Wick Capital Partners
Pennsylvania
$209K +$60.3K +466 +30%
KOMWMG
1072
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$209K +$5.57K +43 +3%
VHAM
1073
Van Hulzen Asset Management
California
$208K
ACIM
1074
Azimuth Capital Investment Management
Michigan
$208K
GSWM
1075
Golden State Wealth Management
California
$208K -$17.5K -135 -8%

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.