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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
Bank of America
1
Bank of America
North Carolina
$1.04B -$48.3M -372,820 -5%
Morgan Stanley
2
Morgan Stanley
New York
$836M -$10.7M -82,475 -1%
Wells Fargo
3
Wells Fargo
California
$500M +$13.6M +105,364 +3%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$498M -$6.17M -47,678 -1%
Northern Trust
5
Northern Trust
Illinois
$410M -$864K -6,675 -0.2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$406M +$102M +784,149 +34%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$243M -$1.38M -10,650 -0.6%
LPL Financial
8
LPL Financial
California
$225M +$10.9M +84,550 +5%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$214M +$7.5M +57,961 +4%
JP Morgan Chase
10
JP Morgan Chase
New York
$202M +$6.61M +51,089 +3%
Truist Financial
11
Truist Financial
North Carolina
$155M +$2.04M +15,783 +1%
US Bancorp
12
US Bancorp
Minnesota
$151M +$1.94M +15,019 +1%
Raymond James Financial
13
Raymond James Financial
Florida
$142M -$18.9M -145,611 -12%
UBS Group
14
UBS Group
Switzerland
$139M -$9.2M -71,050 -6%
HCM
15
Howard Capital Management
Georgia
$134M +$3.47M +26,827 +3%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$100M -$2.59M -20,018 -3%
NCM
17
Northside Capital Management
Oregon
$90.8M -$179K -1,383 -0.2%
Goldman Sachs
18
Goldman Sachs
New York
$87.6M -$2.36M -18,233 -3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$85.7M -$2.46M -18,988 -3%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$63.5M -$1.59M -12,250 -3%
Ameriprise
21
Ameriprise
Minnesota
$60M -$4.51M -34,862 -7%
Comerica Bank
22
Comerica Bank
Texas
$58.5M -$1.24M -9,583 -2%
Focus Partners Wealth
23
Focus Partners Wealth
Massachusetts
$55.8M +$2.45M +18,914 +5%
Mariner
24
Mariner
Kansas
$52.2M +$1.86M +14,375 +4%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$51.6M +$368K +2,845 +0.7%

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.