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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
LB
1201
Legacy Bridge
Iowa
$46.5K
AAMA
1202
Advanced Asset Management Advisors
Ohio
$46.2K
WCM
1203
Weaver Capital Management
Georgia
$43.2K
BAM
1204
Byrne Asset Management
New Jersey
$43.2K -$22.7K -175 -35%
OFG
1205
Oxford Financial Group
Indiana
$42.9K
MSG
1206
Main Street Group
Virginia
$42.2K -$22.7K -175 -35%
DFA
1207
DHJJ Financial Advisors
Illinois
$42.1K -$4.92K -38 -11%
MAS
1208
MPWM Advisory Solutions
Georgia
$41.1K +$388 +3 +1%
POIA
1209
Pin Oak Investment Advisors
Texas
$41K
NFSG
1210
Newbridge Financial Services Group
Florida
$40.8K +$259 +2 +0.7%
MMCM
1211
Murphy & Mullick Capital Management
New York
$40.6K -$4.66K -36 -11%
WCM
1212
Winthrop Capital Management
Indiana
$40K
ACA
1213
Atlas Capital Advisors
Wyoming
$39.8K
FPF
1214
First Pacific Financial
Washington
$39.8K
MCA
1215
Maryland Capital Advisors
Maryland
$39.8K
WIM
1216
Westside Investment Management
California
$39.8K
SVCP
1217
Silicon Valley Capital Partners
California
$38.8K +$26.4K +204 +232%
GCM
1218
Gables Capital Management
Florida
$38.4K
HT
1219
Headlands Technologies
Illinois
$38.2K +$37.3K +288 New
1IA
1220
1620 Investment Advisors
Massachusetts
$37.7K -$3.88K -30 -10%
EPAM
1221
Evelyn Partners Asset Management
$37.2K
CCMW
1222
Cypress Capital Management (Wyoming)
Wyoming
$34.7K
OWP
1223
ORG Wealth Partners
Texas
$34.4K
Qube Research & Technologies (QRT)
1224
Qube Research & Technologies (QRT)
United Kingdom
$34.3K +$33.4K +258 New
KHC
1225
Koesten Hirschmann & Crabtree
Kansas
$33.6K +$259 +2 +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.