We are live on ! Find out more
DVY icon

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
DFA
1226
DHJJ Financial Advisors
Illinois
$47.7K +$5.5K +41 +13%
LB
1227
Legacy Bridge
Iowa
$47K
AAMA
1228
Advanced Asset Management Advisors
Ohio
$46.7K
MMCM
1229
Murphy & Mullick Capital Management
New York
$45.9K +$5.09K +38 +13%
WCM
1230
Weaver Capital Management
Georgia
$43.6K
OFG
1231
Oxford Financial Group
Indiana
$43.4K -$538K -4,015 -93%
1IA
1232
1620 Investment Advisors
Massachusetts
$42.1K
MAS
1233
MPWM Advisory Solutions
Georgia
$41.1K +$268 +2 +0.7%
POIA
1234
Pin Oak Investment Advisors
Texas
$41K
WCM
1235
Winthrop Capital Management
Indiana
$41K
NFSG
1236
Newbridge Financial Services Group
Florida
$40.9K -$11.8K -88 -22%
ACA
1237
Atlas Capital Advisors
Wyoming
$40.3K
MCA
1238
Maryland Capital Advisors
Maryland
$40.3K
WIM
1239
Westside Investment Management
California
$40.3K
FPF
1240
First Pacific Financial
Washington
$40.3K +$40.2K +300 New
GCM
1241
Gables Capital Management
Florida
$38.8K
EPAM
1242
Evelyn Partners Asset Management
$37.6K
FFL
1243
Financial Freedom LLC
Ohio
$37.5K
CCMW
1244
Cypress Capital Management (Wyoming)
Wyoming
$35K +$35K +261 New
OWP
1245
ORG Wealth Partners
Texas
$34.1K -$134 -1 -0.4%
CCMI
1246
Creative Capital Management Investments
California
$33.8K
KHC
1247
Koesten Hirschmann & Crabtree
Kansas
$33.7K +$134 +1 +0.4%
IAS
1248
IMA Advisory Services
Colorado
$33.6K +$33.5K +250 New
CFS
1249
CGC Financial Services
Oregon
$32K
BCMLT
1250
Beacon Capital Management LLC (Tennessee)
Tennessee
$32K -$1.48K -11 -4%

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.