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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
TFGT
1176
TS Financial Group (TSFG)
Illinois
$15K
BHWM
1177
Beaird Harris Wealth Management
Texas
$14.2K -$16.8K -138 -54%
AAM
1178
Advisors Asset Management
Colorado
$14.2K
FP
1179
Financial Perspectives
Minnesota
$13.9K
HFM
1180
Hartford Financial Management
Connecticut
$13.3K
PAG
1181
Paladin Advisory Group
Iowa
$13K
CAM
1182
Clarity Asset Management
Iowa
$12.8K +$121 +1 +1%
PA
1183
PSI Advisors
Florida
$12.3K +$121 +1 +1%
FCT
1184
First Community Trust
Iowa
$12.1K
HR
1185
Howe & Rusling
New York
$12.1K
MSFP
1186
Mark Sheptoff Financial Planning
Connecticut
$12.1K
CB
1187
Chris Bulman
California
$12.1K +$12.1K +100 New
AEPWM
1188
Atlantic Edge Private Wealth Management
Florida
$10.9K
SVCP
1189
Silicon Valley Capital Partners
California
$10.6K
MCM
1190
Manchester Capital Management
Vermont
$10.3K -$1.81M -14,900 -99%
DAM
1191
Delta Asset Management
Tennessee
$9.07K
RF
1192
Robbins Farley
New Hampshire
$9.07K
TSMHT
1193
Thurston Springer Miller Herd & Titak
Indiana
$9.07K +$9.1K +75 New
TCM
1194
TD Capital Management
Tennessee
$8.57K +$121 +1 +1%
HMS
1195
Hanseatic Management Services
New Mexico
$8.11K
CFFP
1196
Center for Financial Planning
Michigan
$7.38K
VAMG
1197
Voisard Asset Management Group
Michigan
$6.65K +$607 +5 +10%
RFA
1198
Register Financial Advisors
Georgia
$6.42K
TAM
1199
Tucker Asset Management
Colorado
$6.05K
GWSG
1200
GPS Wealth Strategies Group
Colorado
$5.85K +$5.83K +48 New

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.