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iShares Select Dividend ETF

1,215 hedge funds and large institutions have $8B invested in iShares Select Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 346 increasing their positions, 474 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

199% more call options, than puts

Call options by funds: $76.9M | Put options by funds: $25.7M

6% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 62

1% less funds holding

Funds holding: 1,2281,215 (-13)

1.11% less ownership

Funds ownership: 45.01%43.89% (-1.1%)

7% less capital invested

Capital invested by funds: $8.57B → $8B (-$566M)

14% less funds holding in top 10

Funds holding in top 10: 3631 (-5)

27% less repeat investments, than reductions

Existing positions increased: 346 | Existing positions reduced: 474

Holders
1,215
Holders Change
-13
Holders Change %
-1.06%
% of All Funds
17.55%
Holding in Top 10
31
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.89%
% of All Funds
0.45%
New
66
Increased
346
Reduced
474
Closed
62
Calls
$76.9M
Puts
$25.7M
Net Calls
+$51.1M
Net Calls Change
+$30.8M
Name Holding Trade Value Shares
Change
Change in
Stake
ATC
1026
Adirondack Trust Company
New York
$157K
AF
1027
Advisornet Financial
Minnesota
$157K +$7.77K +64 +5%
TIM
1028
Tortoise Investment Management
New York
$155K +$22.7K +187 +17%
LFG
1029
Larson Financial Group
Missouri
$155K +$137K +1,126 +713%
CWM
1030
Cranbrook Wealth Management
Michigan
$155K
NL
1031
NVWM LLC
Pennsylvania
$153K
CWP
1032
Concord Wealth Partners
Virginia
$153K +$1.21K +10 +0.8%
LI
1033
LRI Investments
Florida
$152K
FFC
1034
First Financial Corp
Indiana
$152K
FFA
1035
Farther Finance Advisors
California
$151K +$61.7K +508 +68%
SA
1036
SRH Advisors
Kansas
$149K
AFS
1037
Annapolis Financial Services
Maryland
$145K
CA
1038
Crewe Advisors
Utah
$145K +$4.61K +38 +3%
RTC
1039
Riverview Trust Company
Washington
$145K
EWM
1040
EPG Wealth Management
Georgia
$144K -$145K -1,196 Closed
TH
1041
TCTC Holdings
Texas
$142K
WCM
1042
Westend Capital Management
California
$142K
VWM
1043
Valley Wealth Managers
New Jersey
$142K
FRA
1044
Front Row Advisors
California
$139K -$4.13K -34 -3%
CTWM
1045
Cherry Tree Wealth Management
Minnesota
$139K -$184K -1,518 -57%
MTIC
1046
Missouri Trust & Investment Company
Missouri
$136K
CB
1047
CNB Bank
Pennsylvania
$133K
BWP
1048
Baldwin Wealth Partners
Massachusetts
$133K
BLC
1049
Brown, Lisle/Cummings
Rhode Island
$132K
MPCG
1050
Matrix Private Capital Group
New York
$132K

DVY Hedge Fund Activity: Q2 2024 in Review

1,215 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q2 2024, worth a combined $8B — down 6.6% from $8.57B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new DVY positions and 62 closed out — a net gain of 4 holders — while 346 added to existing stakes and 474 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $48.6M. The largest seller was Jane Street, cutting an estimated $73.7M.

  • 1,215 institutional investors held iShares Select Dividend ETF (DVY) as of Q2 2024, down from 1,228 in Q1 2024.
  • Funds reported $8B of iShares Select Dividend ETF stock for Q2 2024, down 6.6% quarter-over-quarter.
  • 66 funds opened new iShares Select Dividend ETF positions in Q2 2024 and 62 closed out, a net change of +4 holders.
  • The largest iShares Select Dividend ETF buyer in Q2 2024 was Focus Partners Wealth, an estimated $48.6M added.
  • The largest iShares Select Dividend ETF seller in Q2 2024 was Jane Street, an estimated $73.7M sold.

Based on aggregated 13F filings for Q2 2024.