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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
DLHL
826
Donald L. Hagan LLC
Florida
$361K – – –
BFO
827
Biltmore Family Office
North Carolina
$360K – – –
FWM
828
FSA Wealth Management
Massachusetts
$360K +$345K +2,665 New
PFGIA
829
Patriot Financial Group Insurance Agency
Massachusetts
$359K +$1.81K +14 +0.5%
SNBOSCI
830
Security National Bank of Sioux City Iowa
Iowa
$359K – – –
OCM
831
Orleans Capital Management
Louisiana
$358K – – –
BBA
832
BLB&B Advisors
Pennsylvania
$357K +$7.76K +60 +2%
CFS
833
Commonwealth Financial Services
West Virginia
$356K – – –
PTC
834
Philadelphia Trust Company
Pennsylvania
$356K -$10.3K -80 -3%
AI
835
Atria Investments
North Carolina
$355K -$1.54M -11,900 -82%
PMFA
836
Plante Moran Financial Advisors
Michigan
$354K +$12.9K +100 +4%
SIA
837
Soltis Investment Advisors
Utah
$354K -$19.1K -148 -5%
PFM
838
Phillips Financial Management
Indiana
$350K -$64.5K -499 -16%
CA
839
Calton & Associates
Florida
$350K +$84.8K +656 +34%
PVI
840
Pine Valley Investments
New Jersey
$350K -$7.63K -59 -2%
JSW
841
Journey Strategic Wealth
New Jersey
$350K +$21.6K +167 +7%
CWM
842
Connecticut Wealth Management
Connecticut
$349K – – –
G
843
Gainplan
Michigan
$347K – – –
GWS
844
Glassman Wealth Services
Virginia
$347K – – –
AFTS
845
American Financial & Tax Strategies
New York
$345K +$24.2K +187 +8%
CFIA
846
Cantor Fitzgerald Investment Advisors
New York
$344K +$329K +2,548 New
TPA
847
Trivium Point Advisory
Connecticut
$343K +$39.2K +303 +14%
RWB
848
RMR Wealth Builders
New Jersey
$343K +$646 +5 +0.2%
CSIC
849
Clifford Swan Investment Counsel
California
$342K – – –
FHC
850
First Heartland Consultants
Missouri
$341K +$7.89K +61 +2%
32 33
34
35 36

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.