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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
HNWA
951
Henrickson Nauta Wealth Advisors
Michigan
$247K -$28.7K -245 -11%
PWA
952
Provenance Wealth Advisors
Florida
$247K +$69.2K +591 +42%
MWPCG
953
Measured Wealth Private Client Group
New Hampshire
$247K – – –
BAM
954
Bosun Asset Management
Illinois
$246K – – –
GP
955
Gridiron Partners
Pennsylvania
$246K – – –
NB
956
NBT Bank
New York
$246K – – –
PFBT
957
Parkside Financial Bank & Trust
Missouri
$244K +$187K +1,594 +409%
AWAG
958
ARS Wealth Advisors Group
Florida
$244K +$232K +1,977 New
SC
959
Sepio Capital
Utah
$243K – – –
SCA
960
Stillwater Capital Advisors
Pennsylvania
$243K – – –
DWM
961
Denver Wealth Management
Colorado
$242K -$216K -1,843 -48%
SWM
962
Sterling Wealth Management
Illinois
$242K – – –
LA
963
Latitude Advisors
Florida
$240K -$171K -1,463 -43%
IGWM
964
ICA Group Wealth Management
Colorado
$240K – – –
GWP
965
Gateway Wealth Partners
Wisconsin
$240K +$117 +1 +0.1%
CWM
966
Cedar Wealth Management
California
$239K – – –
CA
967
Calton & Associates
Florida
$239K +$351 +3 +0.2%
ZIM
968
Zacks Investment Management
Illinois
$238K +$234 +2 +0.1%
CCA
969
Cora Capital Advisors
New Jersey
$238K – – –
LA
970
Legacy Advisors
Pennsylvania
$237K – – –
TB
971
Treynor Bancshares
Iowa
$236K -$5.04K -43 -2%
IFA
972
Interactive Financial Advisors
Illinois
$233K -$668K -5,705 -75%
DCM
973
Dudley Capital Management
Virginia
$232K – – –
NLP
974
Next Level Private
New York
$232K – – –
SWM
975
Segment Wealth Management
Texas
$231K – – –
37 38
39
40 41

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.