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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
DBIA
101
Dumont & Blake Investment Advisors
New Jersey
$8.74M -$6.47K -50 -0.1%
AAIM
102
Asset Advisors Investment Management
Georgia
$8.62M -$61.5K -475 -0.7%
IWC
103
Integrated Wealth Concepts
Massachusetts
$8.6M -$232K -1,792 -3%
MA
104
Mutual Advisors
Nebraska
$8.58M +$246K +1,897 +3%
PFG
105
Pinnacle Financial Group
Illinois
$8.53M -$14.8K -114 -0.2%
Pathstone Holdings
106
Pathstone Holdings
New Jersey
$8.36M -$561K -4,332 -6%
BF
107
BOK Financial
Oklahoma
$8.27M -$302K -2,335 -4%
BFA
108
Beaumont Financial Advisors
Massachusetts
$8.21M -$123K -951 -2%
TPCW
109
TD Private Client Wealth
New York
$7.99M +$1.02M +7,883 +15%
VFP
110
Verus Financial Partners
Virginia
$7.93M +$17.6K +136 +0.2%
RMAM
111
Raab & Moskowitz Asset Management
New Jersey
$7.91M +$504K +3,894 +7%
FUBT
112
First United Bank & Trust
Maryland
$7.9M -$201K -1,555 -3%
MHI
113
Miller Howard Investments
New York
$7.9M -$37.8M -291,779 -83%
CIBC Private Wealth Group
114
CIBC Private Wealth Group
Georgia
$7.73M -$293K -2,265 -4%
WMA
115
Wealth Management Associates
New Jersey
$7.66M +$229K +1,770 +3%
GB
116
Gunma Bank
Japan
$7.58M +$450K +3,475 +6%
KWA
117
Kingswood Wealth Advisors
California
$7.55M +$3.52M +27,218 +92%
LF
118
Lee Financial
Texas
$7.52M -$142K -1,095 -2%
ANB
119
Amarillo National Bank
Texas
$7.3M -$95.2K -735 -1%
Edgewood Management
120
Edgewood Management
Connecticut
$7.29M -$295K -2,281 -4%
KIA
121
KCM Investment Advisors
California
$7.01M +$1.81K +14 +0%
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$6.9M +$554K +4,279 +9%
ST
123
Smithfield Trust
Pennsylvania
$6.88M -$102K -790 -2%
CFG
124
Citizens Financial Group
Rhode Island
$6.8M -$1.38M -10,693 -17%
WS
125
Wedbush Securities
California
$6.76M -$111K -858 -2%

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.