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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
Qube Research & Technologies (QRT)
1326
Qube Research & Technologies (QRT)
United Kingdom
-$1.25M -9,557 Closed
GCA
1327
Greenwood Capital Associates
South Carolina
-$1.09M -8,324 Closed
RWS
1328
Resolute Wealth Strategies
Mississippi
-$804K -6,124 Closed
Federated Hermes
1329
Federated Hermes
Pennsylvania
-$733K -5,583 Closed
LIA
1330
LS Investment Advisors
Michigan
-$649K -4,942 Closed
SGCA
1331
Steel Grove Capital Advisors
Tennessee
-$423K -3,220 Closed
SA
1332
Sovran Advisors
California
-$408K -3,110 Closed
LHC
1333
Little House Capital
Massachusetts
-$400K -3,049 Closed
ODG
1334
O'Dell Group
Ohio
-$366K -2,786 Closed
Squarepoint
1335
Squarepoint
New York
-$346K -2,583 Closed
BIP
1336
Blueprint Investment Partners
North Carolina
-$328K -2,498 Closed
WKSWA
1337
White Knight Strategic Wealth Advisors
New Jersey
-$320K -2,439 Closed
AO
1338
Advisor OS
Illinois
-$319K -2,430 Closed
MA
1339
MJP Associates
Connecticut
-$309K -2,351 Closed
OMC
1340
Old Mission Capital
Illinois
-$304K -2,312 Closed
ACP
1341
Aveo Capital Partners
Colorado
-$287K -2,189 Closed
FHB
1342
First Hawaiian Bank
Hawaii
-$285K -2,171 Closed
MWPCG
1343
Measured Wealth Private Client Group
New Hampshire
-$267K -2,031 Closed
TGAM
1344
TBH Global Asset Management
Tennessee
-$260K -1,978 Closed
AT
1345
American Trust
Kentucky
-$257K -1,960 Closed
FBT
1346
First Bankers Trust
Kentucky
-$245K -1,868 Closed
SCM
1347
Sunbeam Capital Management
Georgia
-$245K -1,865 Closed
DAS
1348
Diversify Advisory Services
Utah
-$230K -1,789 Closed
CCA
1349
Cobblestone Capital Advisors
New York
-$234K -1,780 Closed
UB
1350
Umpqua Bank
Oregon
-$229K -1,750 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.