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iShares Select Dividend ETF
DVY

1,254 hedge funds and large institutions have $8.97B invested in iShares Select Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 396 increasing their positions, 427 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more call options, than puts

Call options by funds: $148M | Put options by funds: $51.2M

106% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 48

12% more capital invested

Capital invested by funds: $8B → $8.97B (+$965M)

6% more funds holding in top 10

Funds holding in top 10: 31 → 33 (+2)

3.34% more ownership

Funds ownership: 43.89% → 47.24% (+3.3%)

3% more funds holding

Funds holding: 1,215 → 1,254 (+39)

7% less repeat investments, than reductions

Existing positions increased: 396 | Existing positions reduced: 427

Holders
1,254
Holders Change
+39
Holders Change %
+3.21%
% of All Funds
18.01%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.47%
New
99
Increased
396
Reduced
427
Closed
48
Calls
$148M
Puts
$51.2M
Net Calls
+$96.8M
Net Calls Change
+$45.6M

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$562M
2
HCM
Howard Capital Management
Georgia
+$127M
3
Bank of America
Bank of America
North Carolina
+$22.7M
4
CWM
Congress Wealth Management
Massachusetts
+$17.5M
5
Two Sigma Investments
Two Sigma Investments
New York
+$12M

Top Sellers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$94.1M
2
MHI
Miller Howard Investments
New York
-$27M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$10.7M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$10.5M
5
DBIA
Dumont & Blake Investment Advisors
New Jersey
-$8.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
1176
Maryland Capital Advisors
Maryland
$40.5K – – –
WIM
1177
Westside Investment Management
California
$40.5K – – –
JFG
1178
JDM Financial Group
Texas
$40.5K +$9.7K +75 +33%
GCM
1179
Gables Capital Management
Florida
$39K – – –
FFL
1180
Financial Freedom LLC
Ohio
$37.7K – – –
WFA
1181
West Financial Advisors
Iowa
$36.9K – – –
OWP
1182
ORG Wealth Partners
Texas
$35.7K +$34.1K +264 New
S
1183
Syntrinsic
Colorado
$33.8K – – –
BCMLT
1184
Beacon Capital Management LLC (Tennessee)
Tennessee
$33.3K +$259 +2 +0.8%
1IA
1185
1620 Investment Advisors
Massachusetts
$33.2K – – –
KHC
1186
Koesten Hirschmann & Crabtree
Kansas
$33.1K -$38.3K -296 -55%
IAIM
1187
International Assets Investment Management
Florida
$32.4K +$562M +4,348,183 +17,526%
CFS
1188
CGC Financial Services
Oregon
$32.2K – – –
TFA
1189
Toth Financial Advisory
Virginia
$31.7K – – –
GI
1190
GAMMA Investing
California
$31.3K – – –
TC
1191
Trust Company
Kansas
$29.7K – – –
JFA
1192
JNBA Financial Advisors
Minnesota
$27.6K – – –
AT
1193
Avalon Trust
New Mexico
$27K – – –
RP
1194
Rice Partnership
Hawaii
$27K – – –
CJL
1195
Cyrus J. Lawrence
New York
$27K – – –
RA
1196
Ransom Advisory
Rhode Island
$25.7K – – –
KA
1197
Kozak & Associates
Colorado
$23.8K +$259 +2 +1%
ME
1198
McIlrath & Eck
Washington
$23.7K – – –
AAG
1199
Armstrong Advisory Group
Massachusetts
$22.8K +$21.9K +169 New
YDMI
1200
Y.D. More Investments
Israel
$22.3K – – –
46 47
48
49 50

DVY Hedge Fund Activity: Q3 2024 in Review

1,254 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q3 2024, worth a combined $8.97B — up 12% from $8B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new DVY positions and 48 closed out — a net gain of 51 holders — while 396 added to existing stakes and 427 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $562M. The largest seller was Focus Partners Wealth, cutting an estimated $94.1M.

  • 1,254 institutional investors held iShares Select Dividend ETF (DVY) as of Q3 2024, up from 1,215 in Q2 2024.
  • Funds reported $8.97B of iShares Select Dividend ETF stock for Q3 2024, up 12% quarter-over-quarter.
  • 99 funds opened new iShares Select Dividend ETF positions in Q3 2024 and 48 closed out, a net change of +51 holders.
  • The largest iShares Select Dividend ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $562M added.
  • The largest iShares Select Dividend ETF seller in Q3 2024 was Focus Partners Wealth, an estimated $94.1M sold.

Based on aggregated 13F filings for Q3 2024.