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iShares Select Dividend ETF
DVY

1,228 hedge funds and large institutions have $8.57B invested in iShares Select Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 354 increasing their positions, 501 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $47.2M | Put options by funds: $26.9M

12% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 73

3% more funds holding in top 10

Funds holding in top 10: 35 → 36 (+1)

1% less funds holding

Funds holding: 1,236 → 1,228 (-8)

4.45% less ownership

Funds ownership: 49.46% → 45.01% (-4.5%)

9% less capital invested

Capital invested by funds: $9.38B → $8.57B (-$808M)

29% less repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 501

Holders
1,228
Holders Change
-8
Holders Change %
-0.65%
% of All Funds
17.69%
Holding in Top 10
36
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.86%
% of All Funds
0.52%
New
82
Increased
354
Reduced
501
Closed
73
Calls
$47.2M
Puts
$26.9M
Net Calls
+$20.4M
Net Calls Change
+$2.63M

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$68.6M
2
OAC
OMERS Administration Corp
Ontario, Canada
+$42M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$40.6M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$34M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$28.5M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$869M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$75.2M
3
NAM
Nissay Asset Management
Japan
-$67M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$49.9M
5
HI
Horizon Investments
North Carolina
-$40.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
NAMP
801
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$365K – – –
AG
802
Ascent Group
Virginia
$364K -$14.8K -126 -4%
TCOV
803
Trust Company of Vermont
Vermont
$362K – – –
FTUS
804
Flow Traders U.S.
New York
$362K -$3.98M -33,985 -92%
FT
805
Fiduciary Trust
Massachusetts
$361K +$44.6K +381 +15%
SPIS
806
Steward Partners Investment Solutions
Oregon
$360K -$359K -3,066 -51%
TWM
807
Thrive Wealth Management
Pennsylvania
$360K +$586 +5 +0.2%
TGAM
808
TBH Global Asset Management
Tennessee
$360K +$67.2K +574 +24%
ODG
809
O'Dell Group
Ohio
$356K – – –
AWG
810
Altus Wealth Group
Colorado
$355K -$17.3K -148 -5%
AIA
811
Arbor Investment Advisors
North Carolina
$355K -$10.8K -92 -3%
OWP
812
Obermeyer Wealth Partners
Colorado
$353K – – –
PA
813
Procyon Advisors
Connecticut
$353K +$42K +359 +14%
SIA
814
Soltis Investment Advisors
Utah
$352K -$22.8K -195 -6%
DFS
815
Dixon Fnancial Services
California
$349K – – –
BMCM
816
Bryn Mawr Capital Management
Pennsylvania
$348K – – –
FCM
817
Fogel Capital Management
Florida
$348K +$28.7K +245 +9%
SIMG
818
Sonora Investment Management Group
Arizona
$346K – – –
CWP
819
CFM Wealth Partners
Texas
$343K +$62.5K +534 +24%
BWG
820
Balanced Wealth Group
Ohio
$342K +$2.58K +22 +0.8%
FFA
821
Founders Financial Alliance
North Carolina
$340K +$1.17K +10 +0.4%
PWM
822
PBMares Wealth Management
Virginia
$340K -$9.95K -85 -3%
SCA
823
Sage Capital Advisors
South Dakota
$340K +$2.58K +22 +0.8%
OC
824
Oakworth Capital
Alabama
$339K – – –
ST
825
Sentinel Trust
Texas
$339K – – –
31 32
33
34 35

DVY Hedge Fund Activity: Q1 2024 in Review

1,228 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q1 2024, worth a combined $8.57B — down 8.6% from $9.38B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new DVY positions and 73 closed out — a net gain of 9 holders — while 354 added to existing stakes and 501 trimmed.

The largest buyer was Jane Street, adding an estimated $68.6M. The largest seller was Morgan Stanley, cutting an estimated $869M.

  • 1,228 institutional investors held iShares Select Dividend ETF (DVY) as of Q1 2024, down from 1,236 in Q4 2023.
  • Funds reported $8.57B of iShares Select Dividend ETF stock for Q1 2024, down 8.6% quarter-over-quarter.
  • 82 funds opened new iShares Select Dividend ETF positions in Q1 2024 and 73 closed out, a net change of +9 holders.
  • The largest iShares Select Dividend ETF buyer in Q1 2024 was Jane Street, an estimated $68.6M added.
  • The largest iShares Select Dividend ETF seller in Q1 2024 was Morgan Stanley, an estimated $869M sold.

Based on aggregated 13F filings for Q1 2024.