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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
CTB
1076
Country Trust Bank
Illinois
$95K
CSC
1077
Caldwell Sutter Capital
California
$91.5K +$2.43K +20 +3%
BCV
1078
Banque Cantonale Vaudoise
Switzerland
$88K
OW
1079
Olistico Wealth
Oklahoma
$86.3K +$86.6K +713 New
MA
1080
MCF Advisors
Kentucky
$84.8K
ATS
1081
Ashton Thomas Securities
New York
$83K +$83.6K +689 New
PCMC
1082
Planning Capital Management Corporation
Pennsylvania
$82.2K
LWA
1083
Lowe Wealth Advisors
Maryland
$80.7K
WOC
1084
West Oak Capital
California
$78.6K
GIA
1085
GHP Investment Advisors
Colorado
$77.4K -$14.8K -122 -16%
HGA
1086
Hobbs Group Advisors
South Carolina
$76.8K +$77.1K +635 New
AAG
1087
Accordant Advisory Group
Maryland
$76.6K
1832 Asset Management
1088
1832 Asset Management
Ontario, Canada
$73.1K +$73.3K +604 New
CAM
1089
Creekmur Asset Management
Illinois
$71.5K +$121 +1 +0.2%
CA
1090
Centerpoint Advisors
Massachusetts
$71K
Schroder Investment Management Group
1091
Schroder Investment Management Group
United Kingdom
$68.6K
WIA
1092
Wetzel Investment Advisors
Indiana
$68K
CT
1093
Clearstead Trust
Maine
$67.7K
FF
1094
Friedenthal Financial
New Jersey
$67.7K +$850 +7 +1%
KHC
1095
Koesten Hirschmann & Crabtree
Kansas
$66.6K
CMP
1096
Coston McIsaac & Partners
Maine
$66K
T
1097
Tidemark
California
$64.4K -$46K -379 -42%
CSB
1098
City State Bank
Iowa
$64.1K
EWA
1099
EverSource Wealth Advisors
Alabama
$62.7K
CIA
1100
Cape Investment Advisory
Georgia
$60.5K

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.