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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
LFG
1101
Larson Financial Group
Missouri
$184K +$8.03K +62 +5%
BTD
1102
BankPlus Trust Department
Mississippi
$184K
CAM
1103
Costello Asset Management
Pennsylvania
$184K +$1.42K +11 +0.8%
TIM
1104
Tortoise Investment Management
New York
$179K
AA
1105
Ancora Advisors
Ohio
$177K
Russell Investments Group
1106
Russell Investments Group
United Kingdom
$175K -$60.9K -470 -26%
CWP
1107
Concord Wealth Partners
Virginia
$174K +$1.68K +13 +1%
MFA
1108
Morling Financial Advisors
California
$174K +$169K +1,308 New
CWM
1109
Cranbrook Wealth Management
Michigan
$170K
MTIC
1110
Missouri Trust & Investment Company
Missouri
$169K -$1.29K -10 -0.8%
NC
1111
North Capital
Utah
$168K
LI
1112
LRI Investments
Florida
$167K
SA
1113
SRH Advisors
Kansas
$164K
FFC
1114
First Financial Corp
Indiana
$161K
EWM
1115
Evolution Wealth Management
Florida
$159K +$155K +1,199 New
PWA
1116
Physician Wealth Advisors
Utah
$159K +$129 +1 +0.1%
RTC
1117
Riverview Trust Company
Washington
$159K
WCM
1118
Westend Capital Management
California
$157K
WP
1119
WealthShield Partners
North Carolina
$157K +$36.9K +285 +32%
CICI
1120
Capital Investment Counsel Inc
North Carolina
$153K
CTWM
1121
Cherry Tree Wealth Management
Minnesota
$152K
HDIM
1122
Hanson & Doremus Investment Management
Vermont
$150K
GJIA
1123
Glass Jacobson Investment Advisors
Maryland
$150K +$2.46K +19 +2%
NB
1124
NBT Bank
New York
$149K -$53.1K -410 -27%
OSNBOA
1125
Old Second National Bank of Aurora
Illinois
$147K -$18.1K -140 -11%

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.