iShares Select Dividend ETF
1,215 hedge funds and large institutions have $8B invested in iShares Select Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 346 increasing their positions, 474 reducing their positions, and 62 closing their positions.
199% more call options, than puts
Call options by funds: $76.9M | Put options by funds: $25.7M
6% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 62
1% less funds holding
Funds holding: 1,228 → 1,215 (-13)
1.11% less ownership
Funds ownership: 45.01% → 43.89% (-1.1%)
7% less capital invested
Capital invested by funds: $8.57B → $8B (-$566M)
14% less funds holding in top 10
Funds holding in top 10: 36 → 31 (-5)
27% less repeat investments, than reductions
Existing positions increased: 346 | Existing positions reduced: 474
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$48.6M |
| 2 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
+$42.3M |
| 3 |
MHI
Miller Howard Investments
Kingston,
New York
|
+$30.6M |
| 4 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$10.9M |
| 5 |
DBIA
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
+$8.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$73.7M |
| 2 |
NAM
Nissay Asset Management
Tokyo,
Japan
|
-$73.1M |
| 3 |
OAC
OMERS Administration Corp
Toronto,
Ontario, Canada
|
-$44.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$35M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$24.2M |
DVY Hedge Fund Activity: Q2 2024 in Review
1,215 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q2 2024, worth a combined $8B — down 6.6% from $8.57B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new DVY positions and 62 closed out — a net gain of 4 holders — while 346 added to existing stakes and 474 trimmed.
The largest buyer was Focus Partners Wealth, adding an estimated $48.6M. The largest seller was Jane Street, cutting an estimated $73.7M.
- 1,215 institutional investors held iShares Select Dividend ETF (DVY) as of Q2 2024, down from 1,228 in Q1 2024.
- Funds reported $8B of iShares Select Dividend ETF stock for Q2 2024, down 6.6% quarter-over-quarter.
- 66 funds opened new iShares Select Dividend ETF positions in Q2 2024 and 62 closed out, a net change of +4 holders.
- The largest iShares Select Dividend ETF buyer in Q2 2024 was Focus Partners Wealth, an estimated $48.6M added.
- The largest iShares Select Dividend ETF seller in Q2 2024 was Jane Street, an estimated $73.7M sold.
Based on aggregated 13F filings for Q2 2024.