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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
IWM
1276
Inlight Wealth Management
Georgia
$9.7K
PGAM
1277
Princeton Global Asset Management
New Jersey
$9.3K +$5.83K +45 +180%
RBC
1278
Roble Belko & Company
Pennsylvania
$9K +$8.8K +68 New
CFFP
1279
Center for Financial Planning
Michigan
$8.1K
RFA
1280
Register Financial Advisors
Georgia
$7.33K
CFP
1281
Comprehensive Financial Planning
Pennsylvania
$7.04K
PWMG
1282
Prestige Wealth Management Group
New Jersey
$6.91K
SIS
1283
Strategic Investment Solutions
Illinois
$6.64K +$6.47K +50 New
WA
1284
WPG Advisers
Maryland
$4.76K
MYIA
1285
Mount Yale Investment Advisors
Colorado
$3.93K +$3.88K +30 New
CVM
1286
Cheviot Value Management
California
$3.67K
CPA
1287
Compass Planning Associates
Massachusetts
$3.39K +$129 +1 +4%
BL
1288
BFSG LLC
California
$3.32K
CPBTD
1289
Central Pacific Bank - Trust Division
Hawaii
$2.39K
NMG
1290
New Millennium Group
Utah
$2.13K
TLA
1291
Tanglewood Legacy Advisors
Texas
$1.99K
T
1292
Transce3nd
Texas
$1.86K +$1.55K +12 +600%
RS
1293
Rakuten Securities
Japan
$1.46K +$777 +6 +120%
SFA
1294
Semmax Financial Advisors
North Carolina
$1.32K
WOC
1295
West Oak Capital
California
$863
WBC
1296
West Branch Capital
Massachusetts
$532
NC
1297
NewSquare Capital
Pennsylvania
$14
OAC
1298
OMERS Administration Corp
Ontario, Canada
-$24.7M -183,700 Closed
Two Sigma Investments
1299
Two Sigma Investments
New York
-$8.57M -63,809 Closed
MA
1300
MYDA Advisors
New York
-$5.37M -40,000 Closed

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.