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iShares Select Dividend ETF
DVY

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: 32 → 39 (+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: 1,328 → 1,313 (-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

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$26.1M
2
OAC
OMERS Administration Corp
Ontario, Canada
+$24.6M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$12.8M
4
Goldman Sachs
Goldman Sachs
New York
+$10.3M
5
WANY
Wealthspire Advisors (New York)
New York
+$10.2M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$29.7M
2
Wells Fargo
Wells Fargo
California
-$29.3M
3
Morgan Stanley
Morgan Stanley
New York
-$26.6M
4
Charles Schwab
Charles Schwab
California
-$25.5M
5
PAG
Private Advisor Group
New Jersey
-$25M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1076
Adapt Wealth Advisors
Georgia
$214K – – –
Fisher Asset Management
1077
Fisher Asset Management
Washington
$213K +$213K +1,587 New
AA
1078
AJ Advisors
Tennessee
$213K +$212K +1,583 New
TCM
1079
TABR Capital Management
California
$212K +$1.61K +12 +0.8%
HIIFS
1080
Harel Insurance Investments & Financial Services
Israel
$212K -$430K -3,210 -60%
DF
1081
Dunhill Financial
United Kingdom
$212K -$106K -788 -33%
WCP
1082
Wick Capital Partners
Pennsylvania
$211K +$211K +1,574 New
VHAM
1083
Van Hulzen Asset Management
California
$210K – – –
ACIM
1084
Azimuth Capital Investment Management
Michigan
$210K -$26.3K -196 -11%
LA
1085
Latitude Advisors
Florida
$209K -$20K -149 -9%
PW
1086
Potentia Wealth
California
$209K +$268 +2 +0.1%
BIM
1087
Breakwater Investment Management
Washington
$209K – – –
SFA
1088
Seneca Financial Advisors
New York
$209K +$1.07K +8 +0.5%
CCM
1089
Cullen Capital Management
New York
$208K -$3.29M -24,550 -94%
VWA
1090
Visionary Wealth Advisors
Illinois
$208K +$208K +1,548 New
HA
1091
HC Advisors
Georgia
$208K +$134 +1 +0.1%
RA
1092
Rise Advisors
New York
$207K -$7.91K -59 -4%
CCA
1093
Cypress Capital Advisors
Tennessee
$206K – – –
NB
1094
NBT Bank
New York
$206K – – –
KOMWMG
1095
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$206K -$1.61K -12 -0.8%
TM
1096
TigerOak Management
New Mexico
$206K – – –
FA
1097
Fiduciary Alliance
South Carolina
$205K +$205K +1,528 New
HFRG
1098
Houlihan Financial Resource Group
Virginia
$205K – – –
HSWM
1099
Hubbell Strickland Wealth Management
Louisiana
$204K +$204K +1,520 New
ET
1100
Equitable Trust
Tennessee
$204K +$204K +1,520 New
42 43
44
45 46

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.