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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
SAM
1351
Summit Asset Management
Tennessee
-$201K -1,500 Closed
TCM
1352
Triumph Capital Management
Colorado
-$201K -1,500 Closed
FGWP
1353
Founders Grove Wealth Partners
Virginia
-$201K -1,497 Closed
RCA
1354
Runnymede Capital Advisors
Ohio
-$191K -1,425 Closed
GFPC
1355
Global Financial Private Client
Florida
-$117K -868 Closed
FLP
1356
Financial Life Planners
Arizona
-$110K -818 Closed
QCG
1357
Quadrant Capital Group
Ohio
-$109K -815 Closed
WF
1358
Wayfinding Financial
Washington
-$73K -549 Closed
WAOTB
1359
Wealth Advisors of Tampa Bay
Florida
-$73.2K -545 Closed
SIM
1360
Synergy Investment Management
Florida
-$70.3K -524 Closed
MHR
1361
Matthew Hamilton Rosenberg
-$67.1K -500 Closed
WAG
1362
Windsor Advisory Group
Ohio
-$56.7K -422 Closed
CWM
1363
Compass Wealth Management
Connecticut
-$55.9K -416 Closed
GCM
1364
GKV Capital Management
California
-$53.7K -400 Closed
MIM
1365
Marshall Investment Management
Colorado
-$47.7K -355 Closed
RAM
1366
Riggs Asset Management
Pennsylvania
-$19.8K -148 Closed
ZRP
1367
Zynergy Retirement Planning
New Jersey
-$15.9K -121 Closed
JFA
1368
JNBA Financial Advisors
Minnesota
-$12.2K -91 Closed
SFGP
1369
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
-$8.33K -62 Closed
DWM
1370
Darwin Wealth Management
Florida
-$787 -6 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.