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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
BA
1176
Ballast Advisors
Minnesota
$64K
NEWAS
1177
N.E.W. Advisory Services
Wisconsin
$63.7K
RF
1178
Rossby Financial
Florida
$62.7K
EWP
1179
Elevation Wealth Partners
California
$62.3K +$259 +2 +0.4%
FMTCOCP
1180
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$62K
CCMI
1181
Creative Capital Management Investments
California
$61K +$26.8K +207 +82%
MIM
1182
MTM Investment Management
South Carolina
$59.8K
ATC
1183
Adirondack Trust Company
New York
$59.8K
FPB
1184
First PREMIER Bank
South Dakota
$59K
EWA
1185
EverSource Wealth Advisors
Alabama
$57.3K -$6.47K -50 -10%
CNBT
1186
Cornerstone National Bank & Trust
Illinois
$55.8K
TSMHT
1187
Thurston Springer Miller Herd & Titak
Indiana
$55.4K +$259 +2 +0.5%
EWM
1188
EPG Wealth Management
Georgia
$54.9K
IWP
1189
IAG Wealth Partners
Wisconsin
$53.6K +$518 +4 +1%
CI
1190
CX Institutional
Indiana
$53K
MFC
1191
Morris Financial Concepts
South Carolina
$52.7K -$129 -1 -0.3%
HCM
1192
Hollencrest Capital Management
California
$52.6K
MAM
1193
Morse Asset Management
Connecticut
$51.7K
FG
1194
Fairman Group
Pennsylvania
$50.1K +$259 +2 +0.5%
SL
1195
Salomon & Ludwin
Virginia
$50.1K -$1.94K -15 -4%
GWSG
1196
GPS Wealth Strategies Group
Colorado
$49.9K +$1.42K +11 +3%
RF
1197
Roxbury Financial
New Jersey
$49.2K +$518 +4 +1%
HWM
1198
Hemington Wealth Management
Virginia
$49K
HFS
1199
Hopwood Financial Services
Virginia
$48.6K
HWM
1200
Horizons Wealth Management
North Carolina
$47.8K

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.