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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
Bank of America
1
Bank of America
North Carolina
$1.1B -$10.9M -81,078 -1%
Morgan Stanley
2
Morgan Stanley
New York
$857M -$26.6M -198,420 -3%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$510M -$2.33M -17,379 -0.5%
Wells Fargo
4
Wells Fargo
California
$491M -$29.3M -218,865 -6%
Northern Trust
5
Northern Trust
Illinois
$415M +$26.1M +194,941 +7%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$306M -$9.42M -70,231 -3%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$247M -$5.89M -43,928 -2%
LPL Financial
8
LPL Financial
California
$217M +$2.25M +16,803 +1%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$209M -$4.47M -33,332 -2%
JP Morgan Chase
10
JP Morgan Chase
New York
$198M -$29.7M -221,598 -13%
Raymond James Financial
11
Raymond James Financial
Florida
$163M +$3.3M +24,643 +2%
Truist Financial
12
Truist Financial
North Carolina
$154M -$6.05M -45,141 -4%
US Bancorp
13
US Bancorp
Minnesota
$151M -$352K -2,628 -0.2%
UBS Group
14
UBS Group
Switzerland
$151M +$1.19M +8,861 +0.8%
HCM
15
Howard Capital Management
Georgia
$132M
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$104M +$2.35M +17,509 +2%
NCM
17
Northside Capital Management
Oregon
$92M +$457K +3,411 +0.5%
Goldman Sachs
18
Goldman Sachs
New York
$91.1M +$10.3M +76,855 +13%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$89.2M +$2.35M +17,558 +3%
Ameriprise
20
Ameriprise
Minnesota
$65.3M -$693K -5,170 -1%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$63.4M +$5.92M +44,118 +10%
Comerica Bank
22
Comerica Bank
Texas
$60.4M -$5.78M -43,102 -9%
Focus Partners Wealth
23
Focus Partners Wealth
Massachusetts
$53.9M -$306K -2,284 -0.6%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$51.8M -$104K -779 -0.2%
Mariner
25
Mariner
Kansas
$50.8M -$71.6K -534 -0.1%

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.