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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
SAS
151
Stelac Advisory Services
New York
$5.22M -$1.53M -11,813 -23%
CFO
152
Callan Family Office
Pennsylvania
$5.2M +$583K +4,500 +13%
WANY
153
Wealthspire Advisors (New York)
New York
$5.2M -$14.1M -108,604 -74%
EBA
154
Eagle Bay Advisors
New York
$5.14M
KeyBank National Association
155
KeyBank National Association
Ohio
$5.06M +$350K +2,701 +8%
LWP
156
LMG Wealth Partners
Louisiana
$4.96M -$50.8K -392 -1%
MCM
157
Mendel Capital Management
Arkansas
$4.93M -$189K -1,463 -4%
LC
158
Landaas & Company
Wisconsin
$4.9M -$150K -1,159 -3%
Kovitz Investment Group Partners
159
Kovitz Investment Group Partners
Illinois
$4.88M -$4.52M -34,884 -49%
CA
160
Clearstead Advisors
Ohio
$4.87M +$182K +1,405 +4%
IF
161
Ironwood Financial
Arizona
$4.8M
OFG
162
Omega Financial Group
California
$4.77M -$1.29M -9,985 -22%
IAN
163
Integrated Advisors Network
Texas
$4.7M -$49.3K -381 -1%
BOH
164
Bank of Hawaii
Hawaii
$4.68M -$1.4M -10,788 -23%
WQ
165
Wealth Quarterback
New Jersey
$4.64M +$193K +1,493 +4%
KWM
166
Keebeck Wealth Management
Illinois
$4.64M
TWM
167
Tradition Wealth Management
Minnesota
$4.63M -$54K -417 -1%
CM
168
Cornerstone Management
Georgia
$4.62M -$37.9K -293 -0.8%
BL
169
Balentine LLC
Georgia
$4.6M +$208K +1,603 +5%
UCFA
170
United Capital Financial Advisors
Texas
$4.54M -$301K -2,321 -6%
SC
171
Scotia Capital
Ontario, Canada
$4.52M +$103K +793 +2%
Bessemer Group
172
Bessemer Group
New Jersey
$4.49M +$2.71M +20,898 +162%
MCM
173
MV Capital Management
Maryland
$4.43M -$53.3K -412 -1%
AFG
174
Albion Financial Group
Utah
$4.38M -$647 -5 -0%
FAT
175
First American Trust
California
$4.34M +$96.8K +748 +2%

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.