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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
OCM
1001
Objective Capital Management
Ohio
$217K – – –
VC
1002
Vicus Capital
Pennsylvania
$216K +$1.05K +9 +0.5%
TTWM
1003
TCV Trust & Wealth Management
Virginia
$216K -$1.99K -17 -1%
UB
1004
Umpqua Bank
Oregon
$216K +$205K +1,750 New
S
1005
SignatureFD
Georgia
$215K +$12.9K +110 +7%
CIG
1006
Cairn Investment Group
Washington
$215K – – –
WSFS
1007
Wilmington Savings Fund Society
Delaware
$215K +$204K +1,743 New
CAM
1008
Crestone Asset Management
Colorado
$214K – – –
MIM
1009
Moseley Investment Management
Florida
$214K – – –
LWM
1010
LJI Wealth Management
Indiana
$214K – – –
H
1011
HoyleCohen
California
$214K +$234 +2 +0.1%
CTA
1012
Colonial Trust Advisors
South Carolina
$214K -$351 -3 -0.2%
D
1013
Dentgroup
Louisiana
$212K +$1.64K +14 +0.8%
MMPW
1014
Mitchell McLeod Pugh & Williams
Alabama
$212K +$202K +1,721 New
CPP
1015
Capasso Planning Partners
South Carolina
$212K +$202K +1,721 New
NAG
1016
Northstar Advisory Group
New Jersey
$211K +$200K +1,705 New
NSAM
1017
North Star Asset Management
Wisconsin
$211K – – –
RZH
1018
Relyea Zuckerberg Hanson
Connecticut
$210K +$117 +1 +0.1%
WFAG
1019
Worth Financial Advisory Group
North Carolina
$210K +$200K +1,708 New
DDC
1020
DF Dent & Co
Maryland
$210K +$200K +1,705 New
RA
1021
Rise Advisors
New York
$210K +$937 +8 +0.5%
WAS
1022
Wealth Advisory Solutions
Indiana
$209K +$198K +1,694 New
TIA
1023
Traphagen Investment Advisors
New Jersey
$208K -$26.7K -228 -12%
MOS
1024
MGO One Seven
Ohio
$208K +$197K +1,686 New
CWM
1025
Chemistry Wealth Management
New York
$208K -$2.93K -25 -1%
39 40
41
42 43

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.