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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
TFA
1151
Toth Financial Advisory
Virginia
$28.4K
AA
1152
Addison Advisors
Vermont
$28.1K +$14.6K +120 +107%
GI
1153
GAMMA Investing
California
$28.1K
JFG
1154
JDM Financial Group
Texas
$27.2K
TC
1155
Trust Company
Kansas
$26.6K
EDRH
1156
Edmond de Rothschild Holding
Switzerland
$25.4K
JFA
1157
JNBA Financial Advisors
Minnesota
$24.7K
LWCFA
1158
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24.4K
AT
1159
Avalon Trust
New Mexico
$24.2K
RP
1160
Rice Partnership
Hawaii
$24.2K
CJL
1161
Cyrus J. Lawrence
New York
$24K
RA
1162
Ransom Advisory
Rhode Island
$23K +$12.1K +100 +111%
MSG
1163
Main Street Group
Virginia
$22.5K -$79.1K -652 -78%
ME
1164
McIlrath & Eck
Washington
$21.2K
KA
1165
Kozak & Associates
Colorado
$20.6K +$121 +1 +0.6%
HWA
1166
HHM Wealth Advisors
Tennessee
$20K
YDMI
1167
Y.D. More Investments
Israel
$20K
QPBE
1168
Quintet Private Bank (Europe)
Luxembourg
$18.2K +$121 +1 +0.8%
NRG
1169
Nemes Rush Group
Michigan
$17.4K
RAM
1170
Riggs Asset Management
Pennsylvania
$17.4K +$121 +1 +0.7%
CMBA
1171
C.M. Bidwell & Associates
Hawaii
$16.9K
TCG
1172
Transcendent Capital Group
Oklahoma
$16.9K +$121 +1 +0.7%
TFM
1173
TFC Financial Management
Massachusetts
$16.1K +$121 +1 +0.8%
FM
1174
Family Management
New York
$15.8K
GBT
1175
Grove Bank & Trust
Florida
$15.2K

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.