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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
LW
101
Linscomb Wealth
Texas
$9.52M -$182K -1,359 -2%
SIAP
102
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$9.31M +$438K +3,270 +5%
Pathstone Holdings
103
Pathstone Holdings
New Jersey
$9.04M -$1.56M -11,651 -15%
IWC
104
Integrated Wealth Concepts
Massachusetts
$8.93M +$24.9K +186 +0.3%
DBIA
105
Dumont & Blake Investment Advisors
New Jersey
$8.85M -$36.2K -270 -0.4%
AAIM
106
Asset Advisors Investment Management
Georgia
$8.78M -$858K -6,400 -9%
BF
107
BOK Financial
Oklahoma
$8.67M -$1.26M -9,430 -13%
DC
108
Davenport & Co
Virginia
$8.66M +$1.95M +14,565 +29%
PFG
109
Pinnacle Financial Group
Illinois
$8.64M +$274K +2,041 +3%
WLIM
110
White Lighthouse Investment Management
Massachusetts
$8.59M -$329K -2,453 -4%
Two Sigma Investments
111
Two Sigma Investments
New York
$8.57M +$8.56M +63,809 New
BFA
112
Beaumont Financial Advisors
Massachusetts
$8.43M -$2.41K -18 -0%
CFG
113
Citizens Financial Group
Rhode Island
$8.31M -$71.6K -534 -0.9%
SFA
114
Sequoia Financial Advisors
Ohio
$8.26M -$344K -2,568 -4%
ETC
115
Exchange Traded Concepts
Oklahoma
$8.26M -$21.9M -163,017 -73%
FUBT
116
First United Bank & Trust
Maryland
$8.2M +$742K +5,537 +10%
IC
117
IEQ Capital
California
$8.12M +$3.39M +25,314 +72%
LF
118
Lee Financial
Texas
$7.75M -$546K -4,072 -7%
MA
119
Mutual Advisors
Nebraska
$7.69M -$288K -2,145 -3%
Edgewood Management
120
Edgewood Management
Connecticut
$7.68M
HWM
121
HB Wealth Management
Georgia
$7.56M +$317K +2,366 +4%
WMA
122
Wealth Management Associates
New Jersey
$7.5M +$74.3K +554 +1%
ANB
123
Amarillo National Bank
Texas
$7.48M
RMAM
124
Raab & Moskowitz Asset Management
New Jersey
$7.48M +$1.4M +10,413 +23%
VFP
125
Verus Financial Partners
Virginia
$7.32M -$229K -1,708 -3%

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.