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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
RZH
1351
Relyea Zuckerberg Hanson
Connecticut
-$225K -1,711 Closed
RPSA
1352
Richard P. Slaughter Associates
Texas
-$225K -1,711 Closed
MPM
1353
Meritage Portfolio Management
Kansas
-$223K -1,700 Closed
CJL
1354
Cyrus J. Lawrence
New York
-$220K -1,680 Closed
GWM
1355
Gitterman Wealth Management
New Jersey
-$216K -1,643 Closed
IWA
1356
IBEX Wealth Advisors
New Jersey
-$213K -1,624 Closed
CWS
1357
Confluence Wealth Services
Pennsylvania
-$216K -1,612 Closed
PMG
1358
Private Management Group
California
-$207K -1,577 Closed
PFWA
1359
Paces Ferry Wealth Advisors
Georgia
-$206K -1,571 Closed
KA
1360
Kovack Advisors
Florida
-$203K -1,547 Closed
CAS
1361
Coppell Advisory Solutions
Texas
-$202K -1,543 Closed
SPI
1362
Santori & Peters Inc
Pennsylvania
-$202K -1,535 Closed
EW
1363
Element Wealth
Mississippi
-$188K -1,431 Closed
QC
1364
Quent Capital
New York
-$144K -1,100 Closed
EC
1365
Elequin Capital
New York
-$138K -1,048 Closed
VAG
1366
VisionPoint Advisory Group
Texas
-$133K -1,015 Closed
FIA
1367
FPC Investment Advisory
California
-$136K -1,010 Closed
PA
1368
Pineridge Advisors
Missouri
-$78.8K -600 Closed
FA
1369
Fedenia Advisers
Wisconsin
-$67.5K -514 Closed
HI
1370
Hoey Investments
Pennsylvania
-$54K -411 Closed
FFA
1371
Fairfield Financial Advisors
Massachusetts
-$51.7K -394 Closed
CYG
1372
Clean Yield Group
Vermont
-$43.1K -328 Closed
JFG
1373
JDM Financial Group
Texas
-$39.4K -300 Closed
RA
1374
Ransom Advisory
Rhode Island
-$24.9K -190 Closed
MRP
1375
Measured Risk Portfolios
California
-$19.8K -151 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.