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
TFA
1251
Toth Financial Advisory
Virginia
$31.6K
FGAM
1252
Financial Gravity Asset Management
Texas
$29.7K +$29.6K +221 New
TC
1253
Trust Company
Kansas
$29.5K
TFA
1254
Transamerica Financial Advisors
Florida
$28K
STB
1255
S&T Bank
Pennsylvania
$27.3K
RP
1256
Rice Partnership
Hawaii
$26.9K
AA
1257
Addison Advisors
Vermont
$24.4K +$4.02K +30 +20%
AAM
1258
Advisors Asset Management
Colorado
$23.9K +$8.18K +61 +52%
ME
1259
McIlrath & Eck
Washington
$23.6K
CA
1260
Centerpoint Advisors
Massachusetts
$23K -$45.7K -341 -67%
PSFG
1261
Park Square Financial Group
Georgia
$21.5K
EPIME
1262
Evelyn Partners Investment Management (Europe)
$20.1K
CAIM
1263
Catherine Avery Investment Management
Florida
$20K
RAM
1264
Riggs Asset Management
Pennsylvania
$19.8K +$134 +1 +0.7%
NRG
1265
Nemes Rush Group
Michigan
$19.3K
CMBA
1266
C.M. Bidwell & Associates
Hawaii
$18.8K
FM
1267
Family Management
New York
$17.6K
MWA
1268
Medallion Wealth Advisors
Connecticut
$17.2K
CWM
1269
Consultiva Wealth Management
Puerto Rico
$17.1K
HWA
1270
HHM Wealth Advisors
Tennessee
$16.5K -$536 -4 -3%
ZRP
1271
Zynergy Retirement Planning
New Jersey
$15.9K
FP
1272
Financial Perspectives
Minnesota
$15.4K
TFGT
1273
TS Financial Group (TSFG)
Illinois
$15K
HFM
1274
Hartford Financial Management
Connecticut
$14.8K
PAG
1275
Paladin Advisory Group
Iowa
$14.5K

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.