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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
FM
1251
Family Management
New York
$17.4K
MWA
1252
Medallion Wealth Advisors
Connecticut
$17.3K
CWM
1253
Consultiva Wealth Management
Puerto Rico
$16.9K
HWA
1254
HHM Wealth Advisors
Tennessee
$16.3K
PWM
1255
Proathlete Wealth Management
Florida
$16.2K +$15.8K +122 New
ATC
1256
Advantage Trust Company
Kansas
$15.9K +$15.5K +120 New
FP
1257
Financial Perspectives
Minnesota
$15.3K
TFGT
1258
TS Financial Group (TSFG)
Illinois
$15K
LWCFA
1259
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14.9K
HFM
1260
Hartford Financial Management
Connecticut
$14.6K
PAG
1261
Paladin Advisory Group
Iowa
$14.3K
TAM
1262
Tucker Asset Management
Colorado
$13.5K
HR
1263
Howe & Rusling
New York
$13.3K
MSFP
1264
Mark Sheptoff Financial Planning
Connecticut
$13.3K
QPBE
1265
Quintet Private Bank (Europe)
Luxembourg
$13.3K
HFS
1266
Hughes Financial Services
Virginia
$13.1K
DAM
1267
Delta Asset Management
Tennessee
$13K
AEPWM
1268
Atlantic Edge Private Wealth Management
Florida
$12K
BIG
1269
Brooklyn Investment Group
New York
$11.2K +$10.9K +84 New
VWM
1270
Vermillion Wealth Management
Minnesota
$10.9K +$129 +1 +1%
BA
1271
Bellwether Advisors
Nebraska
$10.2K
Allspring Global Investments
1272
Allspring Global Investments
North Carolina
$10.2K
MDCM
1273
Morgan Dempsey Capital Management
Wisconsin
$9.96K -$57.7K -446 -86%
RF
1274
Robbins Farley
New Hampshire
$9.96K
TCM
1275
TD Capital Management
Tennessee
$9.78K +$129 +1 +1%

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.