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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
ATC
1201
Adirondack Trust Company
New York
$60.4K
MIM
1202
MTM Investment Management
South Carolina
$60.4K
RF
1203
Rossby Financial
Florida
$60.3K +$63.3K +472 New
FPB
1204
First PREMIER Bank
South Dakota
$60K
WAG
1205
Windsor Advisory Group
Ohio
$56.7K
CNBT
1206
Cornerstone National Bank & Trust
Illinois
$56.4K
CWM
1207
Compass Wealth Management
Connecticut
$55.9K
TSMHT
1208
Thurston Springer Miller Herd & Titak
Indiana
$55.7K +$29.5K +220 +113%
EWM
1209
EPG Wealth Management
Georgia
$55.4K -$39.3K -293 -42%
VWM
1210
Valley Wealth Managers
New Jersey
$54.7K
GCM
1211
GKV Capital Management
California
$53.7K -$13.4K -100 -20%
IWP
1212
IAG Wealth Partners
Wisconsin
$53.7K +$53.6K +400 New
MFC
1213
Morris Financial Concepts
South Carolina
$53.4K -$4.83K -36 -8%
HCM
1214
Hollencrest Capital Management
California
$53.2K
RMP
1215
Richards, Merrill & Peterson
Washington
$53.2K
CI
1216
CX Institutional
Indiana
$53K -$4.05M -30,214 -99%
MAM
1217
Morse Asset Management
Connecticut
$52.2K -$10.6K -79 -17%
SL
1218
Salomon & Ludwin
Virginia
$51.4K
RF
1219
Roxbury Financial
New Jersey
$50.6K +$13.9K +104 +40%
FG
1220
Fairman Group
Pennsylvania
$49.2K +$134 +1 +0.3%
HFS
1221
Hopwood Financial Services
Virginia
$49.2K
GWSG
1222
GPS Wealth Strategies Group
Colorado
$49K +$1.21K +9 +3%
HWM
1223
Hemington Wealth Management
Virginia
$49K
HWM
1224
Horizons Wealth Management
North Carolina
$48.3K
MIM
1225
Marshall Investment Management
Colorado
$47.7K +$939 +7 +2%

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.