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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
CT
1176
Clearstead Trust
Maine
$75.2K
WAOTB
1177
Wealth Advisors of Tampa Bay
Florida
$73.2K +$73.1K +545 New
CMP
1178
Coston McIsaac & Partners
Maine
$73K
WF
1179
Wayfinding Financial
Washington
$73K +$73.6K +549 New
NSG
1180
Nalls Sherbakoff Group
Tennessee
$72.1K +$72K +537 New
CSB
1181
City State Bank
Iowa
$71.2K
SIM
1182
Synergy Investment Management
Florida
$70.3K -$75.1K -560 -52%
MDCM
1183
Morgan Dempsey Capital Management
Wisconsin
$70K -$2.75M -20,541 -98%
MEG
1184
Millstone Evans Group
Colorado
$69.4K +$32.7K +244 +89%
AAG
1185
Armstrong Advisory Group
Massachusetts
$67.7K
VWA
1186
VSM Wealth Advisory
Maryland
$67.4K +$402 +3 +0.6%
MHR
1187
Matthew Hamilton Rosenberg
$67.1K
BAM
1188
Byrne Asset Management
New Jersey
$67.1K +$67K +500 New
RFS
1189
Richardson Financial Services
Massachusetts
$66.3K
MSG
1190
Main Street Group
Virginia
$66.2K +$20.5K +153 +45%
FCG
1191
Financial Connections Group
California
$66K
FFO
1192
Fortitude Family Office
Arizona
$65.8K
OP
1193
ORG Partners
Indiana
$65.5K
MG
1194
MilWealth Group
Wisconsin
$65.3K
BA
1195
Ballast Advisors
Minnesota
$64.7K
EWA
1196
EverSource Wealth Advisors
Alabama
$64.7K
NEWAS
1197
N.E.W. Advisory Services
Wisconsin
$64.5K +$64.4K +480 New
GIA
1198
GHP Investment Advisors
Colorado
$64.4K -$22.7K -169 -26%
FMTCOCP
1199
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$63K
EWP
1200
Elevation Wealth Partners
California
$62.1K +$402 +3 +0.6%

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.