iShares Select Dividend ETF
1,228 hedge funds and large institutions have $8.57B invested in iShares Select Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 354 increasing their positions, 501 reducing their positions, and 73 closing their positions.
76% more call options, than puts
Call options by funds: $47.2M | Put options by funds: $26.9M
12% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 73
3% more funds holding in top 10
Funds holding in top 10: 35 → 36 (+1)
1% less funds holding
Funds holding: 1,236 → 1,228 (-8)
4.45% less ownership
Funds ownership: 49.46% → 45.01% (-4.5%)
9% less capital invested
Capital invested by funds: $9.38B → $8.57B (-$808M)
29% less repeat investments, than reductions
Existing positions increased: 354 | Existing positions reduced: 501
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$68.6M |
| 2 |
OAC
OMERS Administration Corp
Toronto,
Ontario, Canada
|
+$42M |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$40.6M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$34M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$28.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$869M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$75.2M |
| 3 |
NAM
Nissay Asset Management
Tokyo,
Japan
|
-$67M |
| 4 |
Bank of New York Mellon
New York
|
-$49.9M |
| 5 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$40.5M |
DVY Hedge Fund Activity: Q1 2024 in Review
1,228 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q1 2024, worth a combined $8.57B — down 8.6% from $9.38B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new DVY positions and 73 closed out — a net gain of 9 holders — while 354 added to existing stakes and 501 trimmed.
The largest buyer was Jane Street, adding an estimated $68.6M. The largest seller was Morgan Stanley, cutting an estimated $869M.
- 1,228 institutional investors held iShares Select Dividend ETF (DVY) as of Q1 2024, down from 1,236 in Q4 2023.
- Funds reported $8.57B of iShares Select Dividend ETF stock for Q1 2024, down 8.6% quarter-over-quarter.
- 82 funds opened new iShares Select Dividend ETF positions in Q1 2024 and 73 closed out, a net change of +9 holders.
- The largest iShares Select Dividend ETF buyer in Q1 2024 was Jane Street, an estimated $68.6M added.
- The largest iShares Select Dividend ETF seller in Q1 2024 was Morgan Stanley, an estimated $869M sold.
Based on aggregated 13F filings for Q1 2024.