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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
CAM
126
Carret Asset Management
New York
$6.53M +$95.7K +739 +2%
GT
127
Glenview Trust
Kentucky
$6.49M -$31.6K -244 -0.5%
SA
128
Sanctuary Advisors
Indiana
$6.45M +$521K +4,022 +9%
SFA
129
Sequoia Financial Advisors
Ohio
$6.43M -$1.7M -13,092 -21%
PCIA
130
Prime Capital Investment Advisors
Kansas
$6.36M -$3.13M -24,207 -34%
HCMT
131
Highland Capital Management (Tennessee)
Tennessee
$6.32M -$93.2K -720 -1%
VCM
132
Vivaldi Capital Management
Illinois
$6.15M +$1.93M +14,902 +47%
RG
133
Rathbones Group
United Kingdom
$6.11M +$600K +4,633 +11%
GA
134
GoalVest Advisory
New York
$6.04M +$552K +4,266 +10%
NEAM
135
New England Asset Management
Connecticut
$5.86M
IA
136
IFP Advisors
Florida
$5.86M +$87K +672 +2%
OC
137
Oppenheimer & Co
New York
$5.82M +$452K +3,489 +9%
Brown Advisory
138
Brown Advisory
Maryland
$5.77M +$96.5K +745 +2%
CM
139
Capula Management
Cayman Islands
$5.75M +$5.61M +43,303 New
JWCA
140
J.W. Cole Advisors
Florida
$5.75M +$1.21M +9,371 +28%
PWP
141
Principle Wealth Partners
Connecticut
$5.72M +$604K +4,667 +12%
IA
142
IFG Advisory
Georgia
$5.7M +$734K +5,666 +15%
CAAM
143
Cornerstone Advisors Asset Management
Pennsylvania
$5.69M
BC
144
Broadwater Capital
Massachusetts
$5.58M +$717K +5,536 +13,181%
SFI
145
SPC Financial Inc
Maryland
$5.57M -$113K -872 -2%
BHBT
146
Burke & Herbert Bank & Trust
Virginia
$5.56M +$36.3K +280 +0.7%
SB
147
SIG Brokerage
New York
$5.45M -$485K -3,749 -8%
JGIA
148
Jackson Grant Investment Advisers
Connecticut
$5.44M +$64.2K +496 +1%
FWA
149
FOCUS Wealth Advisors
Texas
$5.35M +$46.5K +359 +0.9%
MBTD
150
Mechanics Bank - Trust Department
California
$5.3M -$497K -3,840 -9%

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.