We are live on ! Find out more
DVY icon

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
LB
1126
Legacy Bridge
Iowa
$42.3K
AAMA
1127
Advanced Asset Management Advisors
Ohio
$42.1K -$607 -5 -1%
IGWM
1128
ICA Group Wealth Management
Colorado
$40.3K -$196K -1,617 -83%
TWP
1129
Triad Wealth Partners
Kansas
$40.3K +$40.4K +333 New
CYG
1130
Clean Yield Group
Vermont
$39.7K -$18.2K -150 -31%
PWMG
1131
Prestige Wealth Management Group
New Jersey
$38.5K
POIA
1132
Pin Oak Investment Advisors
Texas
$38K
DFA
1133
DHJJ Financial Advisors
Illinois
$38K
FLPIM
1134
F.L. Putnam Investment Management
Massachusetts
$38K +$38.1K +314 New
RCM
1135
Rain Capital Management
Oregon
$37.1K
ACA
1136
Atlas Capital Advisors
Wyoming
$36.3K
MCA
1137
Maryland Capital Advisors
Maryland
$36.3K
WIM
1138
Westside Investment Management
California
$36.3K
TFF
1139
The Family Firm
Maryland
$35.7K +$35.8K +295 New
GCM
1140
Gables Capital Management
Florida
$35K
PFSC
1141
Peoples Financial Services Corp
Pennsylvania
$34K +$28K +231 +462%
FFL
1142
Financial Freedom LLC
Ohio
$33.8K -$6.55K -54 -16%
WFA
1143
West Financial Advisors
Iowa
$33K
OP
1144
ORG Partners
Indiana
$31.8K +$32K +264 New
S
1145
Syntrinsic
Colorado
$30.2K
TSWM
1146
Tyler-Stone Wealth Management
Ohio
$30.2K
1IA
1147
1620 Investment Advisors
Massachusetts
$29.7K +$29.9K +246 New
CCM
1148
Chilton Capital Management
Texas
$29.6K -$57.1K -470 -66%
BCMLT
1149
Beacon Capital Management LLC (Tennessee)
Tennessee
$29.6K
CFS
1150
CGC Financial Services
Oregon
$28.8K

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.