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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
KA
176
Klingman & Associates
New York
$4.34M +$1.17K +9 +0%
FWCM
177
Ferguson Wellman Capital Management
Oregon
$4.32M -$560K -4,326 -12%
MMHP
178
Murphy Middleton Hinkle & Parker
Georgia
$4.32M
PA
179
Pinnacle Associates
New York
$4.28M +$119K +921 +3%
TAM
180
Townsend Asset Management
North Carolina
$4.27M +$117K +907 +3%
Vanguard Group
181
Vanguard Group
Pennsylvania
$4.23M +$26.5K +205 +0.6%
JPLA
182
Joseph P. Lucia & Associates
New York
$4.23M -$114K -877 -3%
PFS
183
Prospera Financial Services
Texas
$4.18M +$197K +1,523 +5%
LP
184
LGL Partners
Pennsylvania
$4.11M +$30.4K +235 +0.8%
OWA
185
One Wealth Advisors
California
$4.09M +$29.3K +226 +0.7%
AllianceBernstein
186
AllianceBernstein
Tennessee
$4.04M +$146K +1,131 +4%
SDAM
187
Shulman DeMeo Asset Management
New York
$4.03M -$5.31K -41 -0.1%
FB
188
Fulton Bank
Pennsylvania
$3.95M +$361K +2,789 +10%
AAP
189
Arax Advisory Partners
Colorado
$3.87M -$66.4K -513 -2%
HW
190
Hancock Whitney
Mississippi
$3.85M +$37.5K +290 +1%
GLLW
191
Graves Light Lenhart Wealth
Virginia
$3.82M -$213K -1,648 -5%
GFL
192
Granite FO LLC
New Hampshire
$3.8M -$97.1K -750 -3%
MAWCM
193
Mine & Arao Wealth Creation & Management
California
$3.79M +$20.6K +159 +0.6%
PAS
194
PKS Advisory Services
New York
$3.72M -$58.5K -452 -2%
FWP
195
FAS Wealth Partners
Kansas
$3.7M -$40.5K -313 -1%
Jones Financial Companies
196
Jones Financial Companies
Missouri
$3.67M +$1.08M +8,314 +43%
AF
197
Allworth Financial
California
$3.65M +$456K +3,519 +15%
CAL
198
Capital Analysts LLC
Pennsylvania
$3.64M -$20.3K -157 -0.6%
BDS
199
Banco de Sabadell
Florida
$3.63M +$320K +2,470 +10%
IJWM
200
Inman Jager Wealth Management
Mississippi
$3.62M -$125K -966 -3%

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.