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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
CFD
1151
Creative Financial Designs
Indiana
$90.5K -$7.64K -59 -8%
MSWA
1152
Marshall & Sterling Wealth Advisors
New York
$87.7K +$129 +1 +0.2%
BHWM
1153
Beaird Harris Wealth Management
Texas
$85.3K
AAG
1154
Accordant Advisory Group
Maryland
$84.1K
WW
1155
Winnow Wealth
Texas
$84.1K +$82K +633 New
HNW
1156
High Note Wealth
Minnesota
$76.9K
GC
1157
Garde Capital
Washington
$75.7K
Schroder Investment Management Group
1158
Schroder Investment Management Group
United Kingdom
$75.7K
BMM
1159
Berkshire Money Management
Massachusetts
$75.2K +$73.3K +566 New
CT
1160
Clearstead Trust
Maine
$74.4K
FF
1161
Friedenthal Financial
New Jersey
$74K -$1.94K -15 -3%
CMP
1162
Coston McIsaac & Partners
Maine
$72K
NSG
1163
Nalls Sherbakoff Group
Tennessee
$71.3K
CSB
1164
City State Bank
Iowa
$70.4K
EC
1165
Elequin Capital
New York
$68.8K +$67.1K +518 New
MEG
1166
Millstone Evans Group
Colorado
$68.7K
AC
1167
AlphaCore Capital
California
$68.2K +$66.5K +514 New
PAI
1168
Pittenger & Anderson Inc
Nebraska
$67.5K -$22.7K -175 -26%
VWA
1169
VSM Wealth Advisory
Maryland
$67.3K +$518 +4 +0.8%
RFS
1170
Richardson Financial Services
Massachusetts
$66.9K
OP
1171
ORG Partners
Indiana
$66.1K
FCG
1172
Financial Connections Group
California
$66K
FFO
1173
Fortitude Family Office
Arizona
$65.1K
MG
1174
MilWealth Group
Wisconsin
$64.6K
GIA
1175
GHP Investment Advisors
Colorado
$64.2K +$518 +4 +0.8%

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.