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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
IIL
1076
Insight Inv LLC
California
$218K +$226K +1,662 New
FGWP
1077
Founders Grove Wealth Partners
Virginia
$218K +$226K +1,658 New
RFO
1078
RiverGlades Family Offices
Florida
$217K – – –
CWS
1079
Confluence Wealth Services
Pennsylvania
$216K +$220K +1,612 New
SHGA
1080
Sand Hill Global Advisors
California
$216K – – –
PPW
1081
Pasadena Private Wealth
California
$216K +$681 +5 +0.3%
GWM
1082
Gitterman Wealth Management
New Jersey
$216K +$224K +1,643 New
MCM
1083
Morton Capital Management
California
$215K – – –
FDDB
1084
Fidelity D&D Bancorp
Pennsylvania
$215K +$2.32K +17 +1%
PFM
1085
Phillips Financial Management
Indiana
$214K -$131K -961 -37%
FMC
1086
First Merchants Corp
Indiana
$214K – – –
CPP
1087
Capasso Planning Partners
South Carolina
$214K +$2.18K +16 +1%
WAS
1088
Wealth Advisory Solutions
Indiana
$214K +$4.77K +35 +2%
WIC
1089
Wilkins Investment Counsel
Massachusetts
$213K +$221K +1,625 New
IWA
1090
IBEX Wealth Advisors
New Jersey
$213K +$221K +1,624 New
HWM
1091
Howard Wealth Management
Connecticut
$211K +$273 +2 +0.1%
FCM
1092
Firestone Capital Management
Florida
$210K – – –
AWA
1093
ARQ Wealth Advisors
Arizona
$210K – – –
BPAMU
1094
BTG Pactual Asset Management US
New York
$210K – – –
OFO
1095
OneAscent Family Office
Alabama
$210K +$218K +1,600 New
RA
1096
Rise Advisors
New York
$210K -$9.54K -70 -4%
TB
1097
Treynor Bancshares
Iowa
$209K -$14.6K -107 -6%
UAS
1098
United Asset Strategies
New York
$209K -$9.95K -73 -4%
DWAM
1099
Duncan Williams Asset Management
Tennessee
$209K +$217K +1,591 New
AWA
1100
Adapt Wealth Advisors
Georgia
$209K – – –
42 43
44
45 46

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.