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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
RMCM
1051
Reynders McVeigh Capital Management
Massachusetts
$212K +$203K +1,569 New
BPAMU
1052
BTG Pactual Asset Management US
New York
$210K +$264K +2,040 New
CC
1053
Cypress Capital
Tennessee
$208K +$196K +1,517 +7,585%
SFA
1054
Seneca Financial Advisors
New York
$208K +$199K +1,537 New
KOMWMG
1055
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$206K +$197K +1,527 New
AA
1056
Advisory Alpha
Michigan
$205K +$196K +1,519 New
SPI
1057
Santori & Peters Inc
Pennsylvania
$205K +$197K +1,520 New
AUB
1058
Atlantic Union Bankshares
Virginia
$205K +$196K +1,518 New
TT
1059
TI-Trust
Illinois
$205K +$196K +1,518 New
FWM
1060
Fairhaven Wealth Management
Illinois
$205K +$196K +1,515 New
IGGA
1061
Iron Gate Global Advisors
Utah
$204K +$195K +1,511 New
SFS
1062
Security Financial Services
Indiana
$204K +$195K +1,507 New
HWP
1063
Highline Wealth Partners
California
$204K +$2.2K +17 +1%
NP
1064
Nilsine Partners
Colorado
$203K +$195K +1,506 New
DF
1065
Dunhill Financial
United Kingdom
$203K +$63.6K +492 +49%
AC
1066
Asio Capital
Kentucky
$203K +$194K +1,500 New
BBNA
1067
Bremer Bank National Association
Minnesota
$203K +$194K +1,500 New
OCM
1068
Objective Capital Management
Ohio
$203K +$194K +1,500 New
SAM
1069
Summit Asset Management
Tennessee
$203K +$194K +1,500 New
TCM
1070
Triumph Capital Management
Colorado
$203K +$194K +1,500 New
NL
1071
NVWM LLC
Pennsylvania
$202K +$29.5K +228 +18%
BFG
1072
Berger Financial Group
Minnesota
$202K +$193K +1,493 New
Chevy Chase Trust
1073
Chevy Chase Trust
Maryland
$201K +$193K +1,490 New
CRI
1074
Colonial River Investments
Virginia
$201K +$192K +1,486 New
HSWM
1075
Hubbell Strickland Wealth Management
Louisiana
$200K +$192K +1,483 New
41 42
43
44 45

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.