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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
JGIA
151
Jackson Grant Investment Advisers
Connecticut
$5.43M -$50K -373 -0.9%
OC
152
Oppenheimer & Co
New York
$5.42M +$90.4K +674 +2%
AWS
153
Atria Wealth Solutions
New York
$5.39M -$1.66M -12,415 -24%
TC
154
Trilogy Capital
California
$5.38M +$1.94M +14,489 +57%
MA
155
MYDA Advisors
New York
$5.37M -$5.36M -40,000 -50%
FWA
156
FOCUS Wealth Advisors
Texas
$5.36M -$6.97K -52 -0.1%
EBA
157
Eagle Bay Advisors
New York
$5.2M
IAIM
158
International Assets Investment Management
Florida
$5.19M +$724K +5,399 +16%
MCM
159
Mendel Capital Management
Arkansas
$5.18M +$327K +2,440 +7%
PWP
160
Principle Wealth Partners
Connecticut
$5.16M -$693K -5,168 -12%
LC
161
Landaas & Company
Wisconsin
$5.11M +$20.2K +151 +0.4%
LWP
162
LMG Wealth Partners
Louisiana
$5.07M -$65.3K -487 -1%
IA
163
IFG Advisory
Georgia
$5M +$223K +1,663 +5%
FWCM
164
Ferguson Wellman Capital Management
Oregon
$4.95M +$29.6K +221 +0.6%
UCFA
165
United Capital Financial Advisors
Texas
$4.9M -$421K -3,138 -8%
Thrivent Financial for Lutherans
166
Thrivent Financial for Lutherans
Minnesota
$4.84M +$365K +2,725 +8%
IAN
167
Integrated Advisors Network
Texas
$4.8M -$1.88M -14,003 -28%
IF
168
Ironwood Financial
Arizona
$4.8M -$66.9K -499 -1%
SA
169
Scarborough Advisors
Maryland
$4.77M -$72.7K -542 -2%
KeyBank National Association
170
KeyBank National Association
Ohio
$4.76M -$64.4K -480 -1%
TWM
171
Tradition Wealth Management
Minnesota
$4.74M -$4.96K -37 -0.1%
CA
172
Clearstead Advisors
Ohio
$4.73M +$254K +1,894 +6%
CM
173
Cornerstone Management
Georgia
$4.71M -$239K -1,779 -5%
KWM
174
Keebeck Wealth Management
Illinois
$4.69M -$24.1K -180 -0.5%
CFO
175
Callan Family Office
Pennsylvania
$4.66M +$13.4K +100 +0.3%

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.