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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
CPA
1301
Compass Planning Associates
Massachusetts
$3.39K
BL
1302
BFSG LLC
California
$3.36K
PGAM
1303
Princeton Global Asset Management
New Jersey
$3.36K
CPBTD
1304
Central Pacific Bank - Trust Division
Hawaii
$2.42K
NMG
1305
New Millennium Group
Utah
$2.15K
TRCT
1306
Tower Research Capital (TRC)
New York
$2.15K +$2.28K +17 New
TLA
1307
Tanglewood Legacy Advisors
Texas
$2.01K +$2.01K +15 New
SFA
1308
Semmax Financial Advisors
North Carolina
$1.25K
WOC
1309
West Oak Capital
California
$873
DWM
1310
Darwin Wealth Management
Florida
$787
RS
1311
Rakuten Securities
Japan
$671 +$402 +3 +150%
WBC
1312
West Branch Capital
Massachusetts
$538
T
1313
Transce3nd
Texas
$269
IAA
1314
Independent Advisor Alliance
North Carolina
-$3.39M -25,813 Closed
EE
1315
EWG Elevate
California
-$3.22M -24,509 Closed
WA
1316
Wealth Alliance
New York
-$3.15M -23,961 Closed
SFB
1317
STAR Financial Bank
Indiana
-$2.95M -22,464 Closed
SW
1318
SVB Wealth
Massachusetts
-$2.87M -21,863 Closed
BFG
1319
Bleakley Financial Group
New Jersey
-$2.68M -20,448 Closed
SMH
1320
Sanders Morris Harris
Texas
-$2.66M -20,237 Closed
CL
1321
Cabana LLC
Arkansas
-$2.63M -20,012 Closed
CFGS
1322
Concourse Financial Group Securities
Alabama
-$2.34M -17,495 Closed
JE
1323
JMAC Enterprises
Pennsylvania
-$2.25M -17,142 Closed
PLU
1324
Performa Ltd (US)
South Carolina
-$2.22M -16,899 Closed
EP
1325
Essential Planning
New Hampshire
-$1.55M -11,375 Closed

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.