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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
Renaissance Technologies
1326
Renaissance Technologies
New York
-$282K -2,100 Closed
MSAM
1327
Moloney Securities Asset Management
Missouri
-$279K -2,079 Closed
FPW
1328
Flagship Private Wealth
Massachusetts
-$273K -2,036 Closed
CWP
1329
Cyndeo Wealth Partners
Florida
-$261K -1,946 Closed
RWB
1330
RMR Wealth Builders
New Jersey
-$259K -1,925 Closed
LA
1331
Legacy Advisors
Pennsylvania
-$258K -1,924 Closed
HL
1332
HeadInvest LLC
Maine
-$251K -1,870 Closed
CWM
1333
C2C Wealth Management
Arizona
-$248K -1,850 Closed
COCM
1334
Charter Oak Capital Management
New Hampshire
-$247K -1,836 Closed
ZIM
1335
Zacks Investment Management
Illinois
-$235K -1,747 Closed
CCT
1336
Capital City Trust
Florida
-$222K -1,652 Closed
RFO
1337
RiverGlades Family Offices
Florida
-$222K -1,650 Closed
SHGA
1338
Sand Hill Global Advisors
California
-$221K -1,647 Closed
FC
1339
Forte Capital
New York
-$221K -1,645 Closed
CPP
1340
Capasso Planning Partners
South Carolina
-$221K -1,643 Closed
PWM
1341
Paulson Wealth Management
Illinois
-$216K -1,611 Closed
WIC
1342
Wilkins Investment Counsel
Massachusetts
-$215K -1,600 Closed
PW
1343
Potentia Wealth
California
-$209K -1,559 Closed
CCM
1344
Cullen Capital Management
New York
-$208K -1,550 Closed
HA
1345
HC Advisors
Georgia
-$208K -1,548 Closed
TM
1346
TigerOak Management
New Mexico
-$206K -1,531 Closed
ET
1347
Equitable Trust
Tennessee
-$204K -1,520 Closed
UWPG
1348
Ullmann Wealth Partners Group
Florida
-$202K -1,505 Closed
AC
1349
Asio Capital
Kentucky
-$201K -1,500 Closed
PRTG
1350
Post Resch Tallon Group
New York
-$200K -1,500 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.