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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
LCM
1101
LVM Capital Management
Michigan
$204K +$203K +1,516 New
D
1102
Dentgroup
Louisiana
$204K +$204K +1,519 New
IGGA
1103
Iron Gate Global Advisors
Utah
$203K +$203K +1,511 New
HWP
1104
Highline Wealth Partners
California
$202K – – –
GI
1105
GAMMA Investing
California
$202K +$171K +1,274 +549%
NP
1106
Nilsine Partners
Colorado
$202K +$202K +1,506 New
UWPG
1107
Ullmann Wealth Partners Group
Florida
$202K +$202K +1,505 New
SI
1108
Saxon Interests
Texas
$202K +$202K +1,504 New
NAS
1109
Nicolet Advisory Services
Wisconsin
$202K +$221K +1,651 New
TWM
1110
Topsail Wealth Management
North Carolina
$201K – – –
AC
1111
Asio Capital
Kentucky
$201K +$201K +1,500 New
SAM
1112
Summit Asset Management
Tennessee
$201K +$201K +1,500 New
TCM
1113
Triumph Capital Management
Colorado
$201K +$201K +1,500 New
FGWP
1114
Founders Grove Wealth Partners
Virginia
$201K -$21.6K -161 -10%
SWP
1115
Sagespring Wealth Partners
Tennessee
$200K +$200K +1,490 New
PRTG
1116
Post Resch Tallon Group
New York
$200K +$201K +1,500 New
NL
1117
NVWM LLC
Pennsylvania
$193K +$3.62K +27 +2%
RCA
1118
Runnymede Capital Advisors
Ohio
$191K -$2.68K -20 -1%
SCM
1119
Sterling Capital Management
North Carolina
$191K -$8.63M -64,372 -98%
MFT
1120
Moisand Fitzgerald Tamayo
Florida
$188K – – –
BTD
1121
BankPlus Trust Department
Mississippi
$186K – – –
CAM
1122
Costello Asset Management
Pennsylvania
$185K +$185K +1,377 New
TIM
1123
Tortoise Investment Management
New York
$181K -$25.6K -191 -12%
AA
1124
Ancora Advisors
Ohio
$179K – – –
CAM
1125
Creekmur Asset Management
Illinois
$178K +$98.3K +733 +123%
43 44
45
46 47

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.