iShares Select Dividend ETF
1,254 hedge funds and large institutions have $8.97B invested in iShares Select Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 396 increasing their positions, 427 reducing their positions, and 48 closing their positions.
189% more call options, than puts
Call options by funds: $148M | Put options by funds: $51.2M
106% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 48
12% more capital invested
Capital invested by funds: $8B → $8.97B (+$965M)
6% more funds holding in top 10
Funds holding in top 10: 31 → 33 (+2)
3.34% more ownership
Funds ownership: 43.89% → 47.24% (+3.3%)
3% more funds holding
Funds holding: 1,215 → 1,254 (+39)
7% less repeat investments, than reductions
Existing positions increased: 396 | Existing positions reduced: 427
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$562M |
| 2 |
HCM
Howard Capital Management
Roswell,
Georgia
|
+$127M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$22.7M |
| 4 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
+$17.5M |
| 5 |
Two Sigma Investments
New York
|
+$12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$94.1M |
| 2 |
MHI
Miller Howard Investments
Kingston,
New York
|
-$27M |
| 3 |
Bank of New York Mellon
New York
|
-$10.7M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$10.5M |
| 5 |
DBIA
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
-$8.58M |
DVY Hedge Fund Activity: Q3 2024 in Review
1,254 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q3 2024, worth a combined $8.97B — up 12% from $8B a quarter earlier.
Buyers outnumbered sellers: 99 funds opened new DVY positions and 48 closed out — a net gain of 51 holders — while 396 added to existing stakes and 427 trimmed.
The largest buyer was International Assets Investment Management, adding an estimated $562M. The largest seller was Focus Partners Wealth, cutting an estimated $94.1M.
- 1,254 institutional investors held iShares Select Dividend ETF (DVY) as of Q3 2024, up from 1,215 in Q2 2024.
- Funds reported $8.97B of iShares Select Dividend ETF stock for Q3 2024, up 12% quarter-over-quarter.
- 99 funds opened new iShares Select Dividend ETF positions in Q3 2024 and 48 closed out, a net change of +51 holders.
- The largest iShares Select Dividend ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $562M added.
- The largest iShares Select Dividend ETF seller in Q3 2024 was Focus Partners Wealth, an estimated $94.1M sold.
Based on aggregated 13F filings for Q3 2024.