iShares Select Dividend ETF
DVY
1,236 hedge funds and large institutions have $9.38B invested in iShares Select Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 331 increasing their positions, 475 reducing their positions, and 50 closing their positions.
192% more first-time investments, than exits
New positions opened: 146 | Existing positions closed: 50
62% more call options, than puts
Call options by funds: $46.5M | Put options by funds: $28.8M
13% more capital invested
Capital invested by funds: $8.32B → $9.38B (+$1.06B)
7% more funds holding
Funds holding: 1,154 → 1,236 (+82)
3.45% more ownership
Funds ownership: 46.01% → 49.46% (+3.5%)
5% less funds holding in top 10
Funds holding in top 10: 37 → 35 (-2)
30% less repeat investments, than reductions
Existing positions increased: 331 | Existing positions reduced: 475
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$753M |
| 2 |
JP Morgan Chase
New York
|
+$63M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$43.2M |
| 4 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$38M |
| 5 |
MHI
Miller Howard Investments
Kingston,
New York
|
+$23.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$129M |
| 2 |
Bank of New York Mellon
New York
|
-$65.1M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$43M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$39.1M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$35.4M |
DVY Hedge Fund Activity: Q4 2023 in Review
1,236 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q4 2023, worth a combined $9.38B — up 13% from $8.32B a quarter earlier.
Buyers outnumbered sellers: 146 funds opened new DVY positions and 50 closed out — a net gain of 96 holders — while 331 added to existing stakes and 475 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $753M. The largest seller was Bank of America, cutting an estimated $129M.
- 1,236 institutional investors held iShares Select Dividend ETF (DVY) as of Q4 2023, up from 1,154 in Q3 2023.
- Funds reported $9.38B of iShares Select Dividend ETF stock for Q4 2023, up 13% quarter-over-quarter.
- 146 funds opened new iShares Select Dividend ETF positions in Q4 2023 and 50 closed out, a net change of +96 holders.
- The largest iShares Select Dividend ETF buyer in Q4 2023 was Morgan Stanley, an estimated $753M added.
- The largest iShares Select Dividend ETF seller in Q4 2023 was Bank of America, an estimated $129M sold.
Based on aggregated 13F filings for Q4 2023.