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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
GKWIM
1001
Gerber Kawasaki Wealth & Investment Management
California
$234K +$1.55K +12 +0.7%
CA
1002
Carson Advisory
Georgia
$234K +$6.72K +52 +3%
MMPW
1003
Mitchell McLeod Pugh & Williams
Alabama
$232K – – –
NAG
1004
Northstar Advisory Group
New Jersey
$232K +$905 +7 +0.4%
AAS
1005
Annex Advisory Services
Wisconsin
$232K -$646 -5 -0.3%
NB
1006
NBT Bank
New York
$231K -$37K -286 -14%
LA
1007
Latitude Advisors
Florida
$231K -$6.33K -49 -3%
AIM
1008
Anchor Investment Management
South Carolina
$231K -$7.5K -58 -3%
M
1009
MOTCO
Texas
$231K -$8.27K -64 -4%
RZH
1010
Relyea Zuckerberg Hanson
Connecticut
$231K +$129 +1 +0.1%
NSAM
1011
North Star Asset Management
Wisconsin
$231K – – –
DDC
1012
DF Dent & Co
Maryland
$230K – – –
RCM
1013
Radnor Capital Management
Pennsylvania
$230K +$220K +1,702 New
TB
1014
Treynor Bancshares
Iowa
$230K -$3.88K -30 -2%
TIA
1015
Traphagen Investment Advisors
New Jersey
$229K +$259 +2 +0.1%
OWA
1016
Octavia Wealth Advisors
Ohio
$228K – – –
CWM
1017
Chemistry Wealth Management
New York
$228K – – –
UPS
1018
UHLMANN PRICE SECURITIES
Illinois
$227K +$217K +1,680 New
AWAG
1019
ARS Wealth Advisors Group
Florida
$227K -$38.8K -300 -15%
FF
1020
Francis Financial
$226K – – –
MC
1021
Middleton & Co
Massachusetts
$226K – – –
S
1022
SignatureFD
Georgia
$226K +$4.78K +37 +2%
KAS
1023
KPP Advisory Services
Kentucky
$226K -$19.4K -150 -8%
RA
1024
Rise Advisors
New York
$225K -$10.6K -82 -5%
UAS
1025
United Asset Strategies
New York
$225K – – –
39 40
41
42 43

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.