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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
SFA
1076
Seneca Financial Advisors
New York
$208K +$1.17K +9 +0.6%
SWP
1077
Sagespring Wealth Partners
Tennessee
$207K +$9.19K +71 +5%
LA
1078
Latitude Advisors
Florida
$207K +$259 +2 +0.1%
CWS
1079
Confluence Wealth Services
Pennsylvania
$207K +$202K +1,559 New
BIM
1080
Breakwater Investment Management
Washington
$207K
HFRG
1081
Houlihan Financial Resource Group
Virginia
$206K
RA
1082
Rise Advisors
New York
$205K +$777 +6 +0.4%
GLA
1083
Great Lakes Advisors
Illinois
$205K -$89.5K -691 -31%
OWA
1084
Octavia Wealth Advisors
Ohio
$205K -$19.4K -150 -9%
CCA
1085
Cypress Capital Advisors
Tennessee
$204K
PCH
1086
PGIM Custom Harvest
New Jersey
$204K +$199K +1,535 New
HSWM
1087
Hubbell Strickland Wealth Management
Louisiana
$204K +$1.81K +14 +0.9%
FA
1088
Fiduciary Alliance
South Carolina
$203K +$259 +2 +0.1%
SI
1089
Saxon Interests
Texas
$202K
D
1090
Dentgroup
Louisiana
$202K
LCM
1091
LVM Capital Management
Michigan
$201K
OHWA
1092
Oak Hill Wealth Advisors
Virginia
$201K +$191K +1,478 New
IGGA
1093
Iron Gate Global Advisors
Utah
$201K
HWP
1094
Highline Wealth Partners
California
$200K
GI
1095
GAMMA Investing
California
$200K
NP
1096
Nilsine Partners
Colorado
$200K
TWM
1097
Topsail Wealth Management
North Carolina
$199K
MFT
1098
Moisand Fitzgerald Tamayo
Florida
$199K +$12.9K +100 +7%
FFA
1099
Founders Financial Alliance
North Carolina
$192K -$99K -765 -35%
GWM
1100
Gitterman Wealth Management
New Jersey
$190K +$185K +1,431 New

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.