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iShares Select Dividend ETF

1,314 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, 399 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: 1,3291,314 (-15)

9% less capital invested

Capital invested by funds: $10B → $9.16B (-$861M)

14% less repeat investments, than reductions

Existing positions increased: 399 | Existing positions reduced: 464

Holders
1,314
Holders Change
-15
Holders Change %
-1.13%
% of All Funds
17.62%
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
399
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
AllianceBernstein
201
AllianceBernstein
Tennessee
$3.93M +$206K +1,536 +6%
BCI
202
Brinker Capital Investments
Pennsylvania
$3.89M -$3.16M -23,571 -45%
OPS
203
Orion Portfolio Solutions
Nebraska
$3.89M -$3.16M -23,571 -45%
HW
204
Hancock Whitney
Mississippi
$3.85M -$151K -1,126 -4%
PAS
205
PKS Advisory Services
New York
$3.82M -$33.8K -252 -0.9%
MAWCM
206
Mine & Arao Wealth Creation & Management
California
$3.82M +$20K +149 +0.5%
IJWM
207
Inman Jager Wealth Management
Mississippi
$3.79M -$152K -1,135 -4%
FWP
208
FAS Wealth Partners
Kansas
$3.78M -$108K -809 -3%
CAL
209
Capital Analysts LLC
Pennsylvania
$3.7M +$995K +7,419 +37%
WAP
210
Wealthcare Advisory Partners
Pennsylvania
$3.69M -$11.9K -89 -0.3%
Kayne Anderson Rudnick Investment Management
211
Kayne Anderson Rudnick Investment Management
California
$3.66M -$7.8M -58,154 -68%
AAP
212
Arax Advisory Partners
Colorado
$3.66M -$177K -1,320 -5%
JIC
213
Johnson Investment Counsel
Ohio
$3.63M +$159K +1,185 +5%
FB
214
Fulton Bank
Pennsylvania
$3.62M -$2.01K -15 -0.1%
WWM
215
Western Wealth Management
Colorado
$3.53M -$23.5K -175 -0.7%
ATC
216
Argent Trust Co
Tennessee
$3.5M +$9.25K +69 +0.3%
NCM
217
Narwhal Capital Management
Georgia
$3.48M -$402 -3 -0%
Envestnet Portfolio Solutions
218
Envestnet Portfolio Solutions
Illinois
$3.45M -$526K -3,926 -13%
TFS
219
Thoroughbred Financial Services
Tennessee
$3.42M +$9.12K +68 +0.3%
SCG
220
Sonata Capital Group
Washington
$3.36M -$71.1K -530 -2%
FTS
221
Fifth Third Securities
Ohio
$3.35M +$330K +2,461 +11%
HH
222
Hilltop Holdings
Texas
$3.34M +$282K +2,106 +9%
GPA
223
Guidance Point Advisors
Massachusetts
$3.34M -$76.4K -570 -2%
BDS
224
Banco de Sabadell
Florida
$3.33M +$396K +2,951 +13%
SQA
225
Simon Quick Advisors
New Jersey
$3.19M -$6.17K -46 -0.2%

DVY Hedge Fund Activity: Q1 2025 in Review

1,314 of the 7,459 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 399 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.

  • 1,314 institutional investors held iShares Select Dividend ETF (DVY) as of Q1 2025, down from 1,329 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.