We are live on ! Find out more
DVY icon

iShares Select Dividend ETF
DVY

1,328 hedge funds and large institutions have $10B invested in iShares Select Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 408 increasing their positions, 409 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,046% more call options, than puts

Call options by funds: $235M | Put options by funds: $20.5M

154% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 63

12% more capital invested

Capital invested by funds: $8.97B → $10B (+$1.05B)

6% more funds holding

Funds holding: 1,254 → 1,328 (+74)

0% less repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 409

1.54% less ownership

Funds ownership: 47.24% → 45.69% (-1.5%)

3% less funds holding in top 10

Funds holding in top 10: 33 → 32 (-1)

Holders
1,328
Holders Change
+74
Holders Change %
+5.9%
% of All Funds
17.49%
Holding in Top 10
32
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.03%
% of All Funds
0.42%
New
160
Increased
408
Reduced
409
Closed
63
Calls
$235M
Puts
$20.5M
Net Calls
+$215M
Net Calls Change
+$118M

Top Buyers

Rank Fund Capital Flow
1
MHI
Miller Howard Investments
New York
+$53.5M
2
Morgan Stanley
Morgan Stanley
New York
+$49.7M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$48.9M
4
JP Morgan Chase
JP Morgan Chase
New York
+$42.8M
5
Charles Schwab
Charles Schwab
California
+$33.6M

Top Sellers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
-$591M
2
Two Sigma Investments
Two Sigma Investments
New York
-$13.5M
3
BGDI
BW Gestao de Investimentos
Brazil
-$10.8M
4
ETC
Exchange Traded Concepts
Oklahoma
-$10.8M
5
Northern Trust
Northern Trust
Illinois
-$7.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
851
PBMares Wealth Management
Virginia
$367K +$4.22K +31 +1%
ODG
852
O'Dell Group
Ohio
$366K -$10.9K -80 -3%
RWM
853
Ritholtz Wealth Management
New York
$363K +$11.7K +86 +3%
TPA
854
Trivium Point Advisory
Connecticut
$363K +$38K +279 +11%
ST
855
Sentinel Trust
Texas
$362K – – –
AIA
856
Arbor Investment Advisors
North Carolina
$362K -$5.59K -41 -1%
RWM
857
Rockwood Wealth Management
Pennsylvania
$361K +$117K +862 +45%
KAS
858
KPP Advisory Services
Kentucky
$359K +$145K +1,065 +64%
FPW
859
Fairvoy Private Wealth
Alabama
$359K +$373K +2,734 New
PWM
860
Pines Wealth Management
North Carolina
$359K +$380K +2,790 New
OCM
861
Orleans Capital Management
Louisiana
$358K – – –
PCA
862
Providence Capital Advisors
North Carolina
$357K -$4.63K -34 -1%
EWM
863
Empirical Wealth Management
Washington
$357K – – –
PFGIA
864
Patriot Financial Group Insurance Agency
Massachusetts
$356K +$7.77K +57 +2%
WPC
865
Wedmont Private Capital
Pennsylvania
$356K – – –
WP
866
Westmount Partners
California
$356K -$41.4K -304 -10%
OC
867
Oakworth Capital
Alabama
$356K – – –
CWP
868
CFM Wealth Partners
Texas
$354K – – –
NFA
869
Northwest Financial Advisors
Virginia
$352K +$1.23K +9 +0.3%
LWM
870
LongView Wealth Management
Georgia
$352K +$273 +2 +0.1%
DT
871
Diversified Trust
Tennessee
$352K +$365K +2,682 New
CPA
872
Cardiff Park Advisors
California
$351K – – –
DLHL
873
Donald L. Hagan LLC
Florida
$351K – – –
BFO
874
Biltmore Family Office
North Carolina
$350K – – –
BCM
875
Brookstone Capital Management
Illinois
$349K -$56.4K -414 -13%
33 34
35
36 37

DVY Hedge Fund Activity: Q4 2024 in Review

1,328 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q4 2024, worth a combined $10B — up 12% from $8.97B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new DVY positions and 63 closed out — a net gain of 97 holders — while 408 added to existing stakes and 409 trimmed.

The largest buyer was Miller Howard Investments, adding an estimated $53.5M. The largest seller was International Assets Investment Management, cutting an estimated $591M.

  • 1,328 institutional investors held iShares Select Dividend ETF (DVY) as of Q4 2024, up from 1,254 in Q3 2024.
  • Funds reported $10B of iShares Select Dividend ETF stock for Q4 2024, up 12% quarter-over-quarter.
  • 160 funds opened new iShares Select Dividend ETF positions in Q4 2024 and 63 closed out, a net change of +97 holders.
  • The largest iShares Select Dividend ETF buyer in Q4 2024 was Miller Howard Investments, an estimated $53.5M added.
  • The largest iShares Select Dividend ETF seller in Q4 2024 was International Assets Investment Management, an estimated $591M sold.

Based on aggregated 13F filings for Q4 2024.