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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
GWM
1151
Grand Wealth Management
Michigan
$121K
WP
1152
WealthShield Partners
North Carolina
$120K +$9.65K +72 +9%
CWM
1153
Crowley Wealth Management
Delaware
$118K
PFSC
1154
Peoples Financial Services Corp
Pennsylvania
$118K +$24.3K +181 +26%
GFPC
1155
Global Financial Private Client
Florida
$117K
GWP
1156
Gen-Wealth Partners
Michigan
$111K
FLP
1157
Financial Life Planners
Arizona
$110K +$50.1K +374 +84%
QCG
1158
Quadrant Capital Group
Ohio
$109K
CTB
1159
Country Trust Bank
Illinois
$108K
DCM
1160
Davis Capital Management
Florida
$106K +$3.08K +23 +3%
KFI
1161
Key Financial Inc
Pennsylvania
$103K
CSC
1162
Caldwell Sutter Capital
California
$102K
CFD
1163
Creative Financial Designs
Indiana
$99.5K -$13.3K -99 -12%
FNWA
1164
Financial Network Wealth Advisors
Utah
$95.1K
MA
1165
MCF Advisors
Kentucky
$94.1K
FF
1166
Finley Financial
Nevada
$94.1K
CIA
1167
Cape Investment Advisory
Georgia
$94K
PAI
1168
Pittenger & Anderson Inc
Nebraska
$91.7K
MSWA
1169
Marshall & Sterling Wealth Advisors
New York
$88.7K -$134 -1 -0.2%
BHWM
1170
Beaird Harris Wealth Management
Texas
$86.2K
AAG
1171
Accordant Advisory Group
Maryland
$85K
HNW
1172
High Note Wealth
Minnesota
$77.8K
FF
1173
Friedenthal Financial
New Jersey
$76.8K +$1.48K +11 +2%
GC
1174
Garde Capital
Washington
$76.5K +$76.4K +570 New
Schroder Investment Management Group
1175
Schroder Investment Management Group
United Kingdom
$76.5K

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.