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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
MHR
1101
Matthew Hamilton Rosenberg
$60.2K
FCG
1102
Financial Connections Group
California
$60K +$60.3K +497 New
GI
1103
Gradient Investments
Minnesota
$59.7K +$121 +1 +0.2%
FFO
1104
Fortitude Family Office
Arizona
$59.3K
MG
1105
MilWealth Group
Wisconsin
$58.9K
NFSG
1106
Newbridge Financial Services Group
Florida
$58.7K +$364 +3 +0.6%
BA
1107
Ballast Advisors
Minnesota
$58.3K
FMTCOCP
1108
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$57K
MFA
1109
McClarren Financial Advisors
Pennsylvania
$56K -$41.8K -344 -74%
EWP
1110
Elevation Wealth Partners
California
$55.5K +$243 +2 +0.4%
MIM
1111
MTM Investment Management
South Carolina
$54.4K
FPB
1112
First PREMIER Bank
South Dakota
$54K
MFC
1113
Morris Financial Concepts
South Carolina
$53.4K -$1.46K -12 -3%
SIS
1114
Sound Income Strategies
Florida
$53.2K +$38.8K +320 +267%
RFS
1115
Richardson Financial Services
Massachusetts
$50.7K
CWM
1116
Compass Wealth Management
Connecticut
$50.3K
SL
1117
Salomon & Ludwin
Virginia
$48.8K -$333K -2,744 -87%
HCM
1118
Hollencrest Capital Management
California
$47.9K
FFA
1119
Fairfield Financial Advisors
Massachusetts
$47K +$47.2K +389 New
ACA
1120
American Capital Advisory
Idaho
$47K -$136K -1,120 -74%
HWM
1121
Horizons Wealth Management
North Carolina
$45.7K
HIIFS
1122
Harel Insurance Investments & Financial Services
Israel
$45K -$109K -900 -71%
FG
1123
Fairman Group
Pennsylvania
$44.9K +$121 +1 +0.3%
Russell Investments Group
1124
Russell Investments Group
United Kingdom
$43.6K +$43.7K +360 New
FPFS
1125
First Personal Financial Services
North Carolina
$42.3K

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.