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iShares Select Dividend ETF
DVY

1,328 hedge funds and large institutions have $10B invested in iShares Select Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 408 increasing their positions, 409 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,046% more call options, than puts

Call options by funds: $235M | Put options by funds: $20.5M

154% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 63

12% more capital invested

Capital invested by funds: $8.97B → $10B (+$1.05B)

6% more funds holding

Funds holding: 1,254 → 1,328 (+74)

0% less repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 409

1.54% less ownership

Funds ownership: 47.24% → 45.69% (-1.5%)

3% less funds holding in top 10

Funds holding in top 10: 33 → 32 (-1)

Holders
1,328
Holders Change
+74
Holders Change %
+5.9%
% of All Funds
17.49%
Holding in Top 10
32
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.03%
% of All Funds
0.42%
New
160
Increased
408
Reduced
409
Closed
63
Calls
$235M
Puts
$20.5M
Net Calls
+$215M
Net Calls Change
+$118M

Top Buyers

Rank Fund Capital Flow
1
MHI
Miller Howard Investments
New York
+$53.5M
2
Morgan Stanley
Morgan Stanley
New York
+$49.7M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$48.9M
4
JP Morgan Chase
JP Morgan Chase
New York
+$42.8M
5
Charles Schwab
Charles Schwab
California
+$33.6M

Top Sellers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
-$591M
2
Two Sigma Investments
Two Sigma Investments
New York
-$13.5M
3
BGDI
BW Gestao de Investimentos
Brazil
-$10.8M
4
ETC
Exchange Traded Concepts
Oklahoma
-$10.8M
5
Northern Trust
Northern Trust
Illinois
-$7.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
RMC
1051
Ring Mountain Capital
California
$226K +$235K +1,723 New
MMPW
1052
Mitchell McLeod Pugh & Williams
Alabama
$226K – – –
NAG
1053
Northstar Advisory Group
New Jersey
$226K +$545 +4 +0.2%
AFG
1054
Allegheny Financial Group
Pennsylvania
$226K -$23.7K -174 -9%
AIM
1055
Anchor Investment Management
South Carolina
$225K +$545 +4 +0.2%
AAS
1056
Annex Advisory Services
Wisconsin
$225K – – –
GSWM
1057
Golden State Wealth Management
California
$225K +$233K +1,712 New
RZH
1058
Relyea Zuckerberg Hanson
Connecticut
$225K +$136 +1 +0.1%
RPSA
1059
Richard P. Slaughter Associates
Texas
$225K +$233K +1,711 New
NSAM
1060
North Star Asset Management
Wisconsin
$225K – – –
LA
1061
Latitude Advisors
Florida
$224K -$681 -5 -0.3%
DDC
1062
DF Dent & Co
Maryland
$224K – – –
TIA
1063
Traphagen Investment Advisors
New Jersey
$223K +$409 +3 +0.2%
MPM
1064
Meritage Portfolio Management
Kansas
$223K +$232K +1,700 New
CA
1065
Carson Advisory
Georgia
$223K -$4.36K -32 -2%
HPBT
1066
Hickory Point Bank & Trust
Illinois
$223K +$231K +1,698 New
OWA
1067
Octavia Wealth Advisors
Ohio
$222K – – –
CWM
1068
Chemistry Wealth Management
New York
$221K – – –
UPS
1069
UHLMANN PRICE SECURITIES
Illinois
$221K – – –
AWAG
1070
ARS Wealth Advisors Group
Florida
$220K – – –
CJL
1071
Cyrus J. Lawrence
New York
$220K +$202K +1,480 +740%
FF
1072
Francis Financial
$220K – – –
MC
1073
Middleton & Co
Massachusetts
$220K – – –
S
1074
SignatureFD
Georgia
$220K – – –
SWMG
1075
Sard Wealth Management Group
Georgia
$219K +$818 +6 +0.4%
41 42
43
44 45

DVY Hedge Fund Activity: Q4 2024 in Review

1,328 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q4 2024, worth a combined $10B — up 12% from $8.97B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new DVY positions and 63 closed out — a net gain of 97 holders — while 408 added to existing stakes and 409 trimmed.

The largest buyer was Miller Howard Investments, adding an estimated $53.5M. The largest seller was International Assets Investment Management, cutting an estimated $591M.

  • 1,328 institutional investors held iShares Select Dividend ETF (DVY) as of Q4 2024, up from 1,254 in Q3 2024.
  • Funds reported $10B of iShares Select Dividend ETF stock for Q4 2024, up 12% quarter-over-quarter.
  • 160 funds opened new iShares Select Dividend ETF positions in Q4 2024 and 63 closed out, a net change of +97 holders.
  • The largest iShares Select Dividend ETF buyer in Q4 2024 was Miller Howard Investments, an estimated $53.5M added.
  • The largest iShares Select Dividend ETF seller in Q4 2024 was International Assets Investment Management, an estimated $591M sold.

Based on aggregated 13F filings for Q4 2024.