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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
FWTB
926
First Western Trust Bank
Colorado
$261K +$248K +2,116 New
GWMIA
927
Global Wealth Management Investment Advisory
Florida
$259K +$56K +478 +29%
MWM
928
Melfa Wealth Management
Massachusetts
$259K +$246K +2,100 New
VHAM
929
Van Hulzen Asset Management
California
$257K -$93.7K -800 -28%
AWE
930
Avidian Wealth Enterprises
Texas
$256K +$234 +2 +0.1%
BIM
931
Breakwater Investment Management
Washington
$255K +$243K +2,072 New
RT
932
Rockland Trust
Massachusetts
$254K -$45K -384 -16%
PSB
933
Piscataqua Savings Bank
New Hampshire
$254K – – –
MSAM
934
Moloney Securities Asset Management
Missouri
$253K +$117 +1 +0%
HZ
935
Hixon Zuercher
Ohio
$253K +$6.21K +53 +3%
IA
936
Insight Advisors
Pennsylvania
$253K -$10.2K -87 -4%
AAM
937
Augustine Asset Management
Florida
$253K -$16.3K -139 -6%
BTI
938
Blue Trust Inc
Georgia
$253K -$22.8K -195 -9%
CIBC Asset Management
939
CIBC Asset Management
Ontario, Canada
$253K – – –
FAB
940
First American Bank
Illinois
$253K – – –
NIM
941
Northeast Investment Management
Massachusetts
$252K – – –
SFG
942
SNS Financial Group
Minnesota
$252K -$1.52K -13 -0.6%
SCA
943
STALEY CAPITAL ADVISERS
Pennsylvania
$251K – – –
GA
944
Greytown Advisors
Florida
$251K +$239K +2,040 New
FFBTD
945
First Financial Bank - Trust Division
Ohio
$251K -$73.5K -628 -24%
FFA
946
First Foundation Advisors
California
$250K – – –
CAI
947
Capital Advisors Inc
Oklahoma
$249K +$6.32K +54 +3%
BFO
948
Biltmore Family Office
North Carolina
$249K – – –
NIC
949
Northwest Investment Counselors
Oregon
$249K +$703 +6 +0.3%
WPC
950
Waters Parkerson & Co
Louisiana
$248K +$16.6K +142 +8%
36 37
38
39 40

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.