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iShares Select Dividend ETF
DVY

1,255 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, 397 increasing their positions, 427 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

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: 1,216 → 1,255 (+39)

7% less repeat investments, than reductions

Existing positions increased: 397 | Existing positions reduced: 427

Holders
1,255
Holders Change
+39
Holders Change %
+3.21%
% of All Funds
18.02%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.47%
New
99
Increased
397
Reduced
427
Closed
48
Calls
$148M
Puts
$51.2M
Net Calls
+$96.8M
Net Calls Change
+$45.6M

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$562M
2
HCM
Howard Capital Management
Georgia
+$127M
3
Bank of America
Bank of America
North Carolina
+$22.7M
4
CWM
Congress Wealth Management
Massachusetts
+$17.5M
5
Two Sigma Investments
Two Sigma Investments
New York
+$12M

Top Sellers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$94.1M
2
MHI
Miller Howard Investments
New York
-$27M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$10.7M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$10.5M
5
DBIA
Dumont & Blake Investment Advisors
New Jersey
-$8.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
526
Kestra Private Wealth Services
Texas
$1.01M -$2.97K -23 -0.3%
PPC
527
Park Place Capital
Alabama
$1.01M -$5.82K -45 -0.6%
GAM
528
Gould Asset Management
California
$1M +$23.9K +185 +3%
SMFG
529
Sumitomo Mitsui Financial Group
Japan
$1M -$14K -108 -1%
WFA
530
Wellspring Financial Advisors
Ohio
$997K -$388 -3 -0%
PP
531
Patten & Patten
Tennessee
$997K -$24.2K -187 -2%
Squarepoint
532
Squarepoint
New York
$997K -$67.9K -525 -7%
TNB
533
Thomasville National Bank
Georgia
$992K +$38.8K +300 +4%
SSWM
534
Sheets Smith Wealth Management
North Carolina
$991K +$1.29K +10 +0.1%
NLP
535
Next Level Private
New York
$957K +$673K +5,206 +277%
IWN
536
Independent Wealth Network
Iowa
$955K -$31.7K -245 -3%
RWA
537
River Wealth Advisors
Pennsylvania
$954K – – –
TAM
538
Titleist Asset Management
Texas
$953K +$1.81K +14 +0.2%
Koshinski Asset Management
539
Koshinski Asset Management
Illinois
$953K -$35.6K -275 -4%
CW
540
Code Waechter
Florida
$952K +$911K +7,049 New
AWM
541
Aprio Wealth Management
Georgia
$950K – – –
RCA
542
Resonant Capital Advisors
Wisconsin
$945K – – –
CFO
543
CVA Family Office
Colorado
$943K +$1.16K +9 +0.1%
SSWM
544
Strait & Sound Wealth Management
California
$940K -$228K -1,760 -20%
MWM
545
Modera Wealth Management
New Jersey
$932K – – –
RBFC
546
Roman Butler Fullerton & Co
Missouri
$927K – – –
CAAS
547
Capital Asset Advisory Services
Michigan
$926K -$52.1K -403 -5%
LWM
548
Lakeridge Wealth Management
Ohio
$925K -$2.97K -23 -0.3%
RPGK
549
Retirement Planning Group (Kansas)
Kansas
$924K -$146K -1,133 -14%
DFG
550
Dupree Financial Group
Kentucky
$921K -$21.9K -169 -2%
20 21
22
23 24

DVY Hedge Fund Activity: Q3 2024 in Review

1,255 of the 6,965 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 397 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.

  • 1,255 institutional investors held iShares Select Dividend ETF (DVY) as of Q3 2024, up from 1,216 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.