We are live on ! Find out more
DVY icon

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
GB
126
Gunma Bank
Japan
$7.2M +$617K +4,600 +9%
CIBC Private Wealth Group
127
CIBC Private Wealth Group
Georgia
$7.15M +$48.5K +362 +0.6%
KIA
128
KCM Investment Advisors
California
$7.09M -$15K -112 -0.2%
ST
129
Smithfield Trust
Pennsylvania
$7.06M -$26.8K -200 -0.4%
TPCW
130
TD Private Client Wealth
New York
$7.02M +$450K +3,355 +7%
GWM
131
Geneos Wealth Management
Colorado
$6.99M +$3.38M +25,202 +94%
WS
132
Wedbush Securities
California
$6.95M +$527K +3,932 +8%
SAS
133
Stelac Advisory Services
New York
$6.87M +$321K +2,397 +5%
GT
134
Glenview Trust
Kentucky
$6.59M +$240K +1,787 +4%
CAM
135
Carret Asset Management
New York
$6.5M +$45.6K +340 +0.7%
HCMT
136
Highland Capital Management (Tennessee)
Tennessee
$6.49M +$28.8K +215 +0.4%
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$6.4M +$1.73M +12,908 +37%
BOH
138
Bank of Hawaii
Hawaii
$6.18M -$3.4M -25,382 -36%
OFG
139
Omega Financial Group
California
$6.17M -$388K -2,890 -6%
SB
140
SIG Brokerage
New York
$6.02M +$6.01M +44,812 New
SA
141
Sanctuary Advisors
Indiana
$5.98M +$105K +782 +2%
NEAM
142
New England Asset Management
Connecticut
$5.93M
MBTD
143
Mechanics Bank - Trust Department
California
$5.88M +$280K +2,085 +5%
IA
144
IFP Advisors
Florida
$5.83M +$670K +4,994 +13%
CAAM
145
Cornerstone Advisors Asset Management
Pennsylvania
$5.76M
SFI
146
SPC Financial Inc
Maryland
$5.75M +$75K +559 +1%
Brown Advisory
147
Brown Advisory
Maryland
$5.73M -$101K -750 -2%
BHBT
148
Burke & Herbert Bank & Trust
Virginia
$5.58M -$83.1K -620 -1%
RG
149
Rathbones Group
United Kingdom
$5.56M +$80.5K +600 +1%
GA
150
GoalVest Advisory
New York
$5.54M +$775K +5,780 +16%

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.