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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
Kayne Anderson Rudnick Investment Management
201
Kayne Anderson Rudnick Investment Management
California
$3.61M -$15.8K -122 -0.4%
JIC
202
Johnson Investment Counsel
Ohio
$3.6M +$6.34K +49 +0.2%
GWM
203
Geneos Wealth Management
Colorado
$3.54M -$3.29M -25,436 -49%
TFG
204
Taylor Financial Group
Virginia
$3.51M +$386K +2,981 +13%
WAP
205
Wealthcare Advisory Partners
Pennsylvania
$3.51M -$137K -1,058 -4%
ATC
206
Argent Trust Co
Tennessee
$3.49M +$27.2K +210 +0.8%
HH
207
Hilltop Holdings
Texas
$3.46M +$156K +1,204 +5%
PFA
208
Pinnacle Family Advisors
Missouri
$3.39M +$1.21M +9,339 +57%
GPA
209
Guidance Point Advisors
Massachusetts
$3.33M +$22.1K +171 +0.7%
DADC
210
D.A. Davidson & Co
Montana
$3.31M +$466K +3,599 +17%
MMA
211
Miracle Mile Advisors
California
$3.27M +$975K +7,534 +44%
QCM
212
Quantinno Capital Management
New York
$3.26M +$1.1M +8,479 +53%
FTS
213
Fifth Third Securities
Ohio
$3.25M -$64.9K -501 -2%
SCG
214
Sonata Capital Group
Washington
$3.19M -$131K -1,015 -4%
MWM
215
Mission Wealth Management
California
$3.18M +$131K +1,010 +4%
AA
216
Argent Advisors
Louisiana
$3.16M +$3.88K +30 +0.1%
VFA
217
Valeo Financial Advisors
Indiana
$3.16M +$410K +3,167 +15%
Envestnet Portfolio Solutions
218
Envestnet Portfolio Solutions
Illinois
$3.14M -$274K -2,116 -8%
JIC
219
Joel Isaacson & Co
New York
$3.12M +$46.1K +356 +2%
FCBT
220
First Citizens Bank & Trust
North Carolina
$3.12M -$11.1K -86 -0.4%
WWM
221
Western Wealth Management
Colorado
$3.12M -$362K -2,795 -11%
SQA
222
Simon Quick Advisors
New Jersey
$3.12M -$40.3K -311 -1%
ATPW
223
Ashton Thomas Private Wealth
Arizona
$3.11M +$871K +6,727 +40%
JWA
224
JFS Wealth Advisors
Pennsylvania
$3.1M +$49.2K +380 +2%
EWA
225
EP Wealth Advisors
California
$3.1M +$143K +1,102 +5%

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.