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iShares Select Dividend ETF
DVY

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.

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: 1,215 → 1,254 (+39)

7% less repeat investments, than reductions

Existing positions increased: 396 | Existing positions reduced: 427

Holders
1,254
Holders Change
+39
Holders Change %
+3.21%
% of All Funds
18.01%
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
396
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
AG
51
AlTi Global
New York
$22.3M -$217K -1,677 -1%
VA
52
Valmark Advisers
Ohio
$21.8M -$229K -1,772 -1%
ACP
53
Arcus Capital Partners
Georgia
$20.9M +$2.34M +18,079 +13%
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$20.7M -$409K -3,164 -2%
Franklin Resources
55
Franklin Resources
California
$20.2M +$63.5K +491 +0.3%
William Blair & Company
56
William Blair & Company
Illinois
$20.1M +$528K +4,082 +3%
Cerity Partners
57
Cerity Partners
New York
$19.9M +$1.4M +10,827 +8%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$19.4M +$380K +2,942 +2%
Fidelity Investments
59
Fidelity Investments
Massachusetts
$18.6M +$2.95M +22,833 +20%
CWM
60
Congress Wealth Management
Massachusetts
$18.3M +$17.5M +135,329 New
FTWA
61
Fifth Third Wealth Advisors
Ohio
$17.8M +$1.38M +10,637 +9%
CIA
62
Capital Investment Advisors
Georgia
$17.2M -$717K -5,544 -4%
TNBTD
63
Trustmark National Bank Trust Department
Mississippi
$16.6M -$583K -4,508 -4%
KAS
64
Kestra Advisory Services
Texas
$15.9M -$2.62M -20,254 -15%
NAM
65
NTV Asset Management
West Virginia
$15.2M -$184K -1,425 -1%
CFB
66
Cullen/Frost Bankers
Texas
$15.2M -$710K -5,492 -5%
IA
67
IFG Advisors
Missouri
$14.6M +$416K +3,219 +3%
MHI
68
Miller Howard Investments
New York
$14.4M -$27M -208,880 -66%
Corient Private Wealth
69
Corient Private Wealth
Florida
$14.1M +$430K +3,326 +3%
AAS
70
Avantax Advisory Services
Texas
$13.5M -$611K -4,725 -5%
SDWIA
71
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$13.5M +$318K +2,457 +3%
Two Sigma Investments
72
Two Sigma Investments
New York
$13.5M +$12M +92,500 +1,301%
KL
73
KWMG LLC
Kansas
$13.4M +$39.2K +303 +0.3%
GHA
74
GW Henssler & Associates
Georgia
$13.1M +$722K +5,586 +6%
BPA
75
Beacon Pointe Advisors
California
$12.7M -$178K -1,378 -1%
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3
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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.