We are live on ! Find out more
DVY icon

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
BC
751
Barrett & Company
Rhode Island
$455K +$2.97K +23 +0.7%
SW
752
SlateStone Wealth
Florida
$452K +$1.03K +8 +0.2%
IWS
753
Insight Wealth Strategies
California
$449K +$3.23K +25 +0.8%
SAW
754
Signal Advisors Wealth
Michigan
$449K +$430K +3,324 New
CWC
755
Carolinas Wealth Consulting
North Carolina
$447K +$2.84K +22 +0.7%
GIM
756
Grassi Investment Management
California
$447K +$1.29K +10 +0.3%
AF
757
Alerus Financial
North Dakota
$446K – – –
FMII
758
Farmers & Merchants Investments Inc
Nebraska
$445K – – –
CA
759
Cambridge Advisors
Nebraska
$444K – – –
PPG
760
Peak Planning Group
Colorado
$444K +$3.75K +29 +0.9%
HC
761
Hoese & Co
Minnesota
$442K -$78.9K -610 -16%
SCM
762
Sage Capital Management
New Jersey
$442K +$4.27K +33 +1%
AFG
763
ABLE Financial Group
Arizona
$441K – – –
GFS
764
GYL Financial Synergies
Connecticut
$440K – – –
WG
765
Welch Group
Alabama
$440K +$388 +3 +0.1%
RDFA
766
Ritter Daniher Financial Advisory
Ohio
$439K -$7.76K -60 -2%
MPWT
767
MassMutual Private Wealth & Trust
Connecticut
$439K -$7.11K -55 -2%
PCM
768
Parsons Capital Management
Rhode Island
$435K – – –
MA
769
Montag & Associates
Georgia
$432K +$19.4K +150 +5%
TCM
770
Twele Capital Management
Minnesota
$431K -$5.17K -40 -1%
PMG
771
ProVise Management Group
Florida
$431K – – –
ACA
772
Aspire Capital Advisors
Washington
$430K – – –
PAM
773
Palisade Asset Management
Minnesota
$426K -$8.27K -64 -2%
SFS
774
Stiles Financial Services
Minnesota
$425K -$166K -1,284 -29%
ST
775
Sabal Trust
Florida
$425K – – –
29 30
31
32 33

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.