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iShares Select Dividend ETF

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: 3239 (+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: 1,3281,313 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
1126
Larson Financial Group
Missouri
$178K +$2.01K +15 +1%
CWP
1127
Concord Wealth Partners
Virginia
$175K +$1.34K +10 +0.8%
CWM
1128
Cranbrook Wealth Management
Michigan
$172K
MTIC
1129
Missouri Trust & Investment Company
Missouri
$172K +$20.8K +155 +14%
NC
1130
North Capital
Utah
$170K +$169K +1,263 New
LI
1131
LRI Investments
Florida
$169K
OSNBOA
1132
Old Second National Bank of Aurora
Illinois
$168K -$6.7K -50 -4%
SA
1133
SRH Advisors
Kansas
$165K
FFC
1134
First Financial Corp
Indiana
$163K
RTC
1135
Riverview Trust Company
Washington
$161K
PWA
1136
Physician Wealth Advisors
Utah
$161K
WCM
1137
Westend Capital Management
California
$158K
CICI
1138
Capital Investment Counsel Inc
North Carolina
$155K -$34.3K -256 -18%
CTWM
1139
Cherry Tree Wealth Management
Minnesota
$154K
HDIM
1140
Hanson & Doremus Investment Management
Vermont
$151K
CB
1141
CNB Bank
Pennsylvania
$148K
BLC
1142
Brown, Lisle/Cummings
Rhode Island
$147K
MPCG
1143
Matrix Private Capital Group
New York
$147K
GJIA
1144
Glass Jacobson Investment Advisors
Maryland
$146K
AWM
1145
Angeles Wealth Management
California
$143K
BTI
1146
Blue Trust Inc
Georgia
$142K +$3.49K +26 +3%
CBT
1147
Crews Bank & Trust
Florida
$139K
LWA
1148
Lowe Wealth Advisors
Maryland
$137K +$46.9K +350 +52%
FIM
1149
FWL Investment Management
Texas
$136K
CA
1150
Crewe Advisors
Utah
$125K -$27.4K -204 -18%

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.