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iShares Select Dividend ETF
DVY

1,228 hedge funds and large institutions have $8.57B invested in iShares Select Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 354 increasing their positions, 501 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $47.2M | Put options by funds: $26.9M

12% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 73

3% more funds holding in top 10

Funds holding in top 10: 35 → 36 (+1)

1% less funds holding

Funds holding: 1,236 → 1,228 (-8)

4.45% less ownership

Funds ownership: 49.46% → 45.01% (-4.5%)

9% less capital invested

Capital invested by funds: $9.38B → $8.57B (-$808M)

29% less repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 501

Holders
1,228
Holders Change
-8
Holders Change %
-0.65%
% of All Funds
17.69%
Holding in Top 10
36
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.86%
% of All Funds
0.52%
New
82
Increased
354
Reduced
501
Closed
73
Calls
$47.2M
Puts
$26.9M
Net Calls
+$20.4M
Net Calls Change
+$2.63M

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$68.6M
2
OAC
OMERS Administration Corp
Ontario, Canada
+$42M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$40.6M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$34M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$28.5M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$869M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$75.2M
3
NAM
Nissay Asset Management
Japan
-$67M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$49.9M
5
HI
Horizon Investments
North Carolina
-$40.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SVCP
1201
Silicon Valley Capital Partners
California
$10.8K – – –
MBFW
1202
Morton Brown Family Wealth
Pennsylvania
$9.88K -$6.21K -53 -40%
RF
1203
Robbins Farley
New Hampshire
$9.24K -$8.78K -75 -50%
DAM
1204
Delta Asset Management
Tennessee
$9.24K – – –
TCM
1205
TD Capital Management
Tennessee
$8.66K – – –
HF
1206
Halpern Financial
Virginia
$8.51K -$14.4K -123 -64%
HMS
1207
Hanseatic Management Services
New Mexico
$8.25K +$7.85K +67 New
CFFP
1208
Center for Financial Planning
Michigan
$7.51K – – –
BL
1209
BFSG LLC
California
$6.78K -$234 -2 -4%
WAG
1210
Windsor Advisory Group
Ohio
$6.65K +$6.32K +54 New
RFA
1211
Register Financial Advisors
Georgia
$6.49K +$117 +1 +2%
PFSC
1212
Peoples Financial Services Corp
Pennsylvania
$6.16K – – –
TAM
1213
Tucker Asset Management
Colorado
$6.16K – – –
VAMG
1214
Voisard Asset Management Group
Michigan
$6.16K – – –
AWM
1215
Aspire Wealth Management
Massachusetts
$5.91K – – –
AFIA
1216
America First Investment Advisors
Nebraska
$5.79K +$5.5K +47 New
BC
1217
Broadwater Capital
Massachusetts
$5.17K – – –
PGAM
1218
Princeton Global Asset Management
New Jersey
$3.08K +$2.93K +25 New
RPCA
1219
Running Point Capital Advisors
California
$2.59K -$9.37K -80 -79%
MRCM
1220
M&R Capital Management
New Jersey
$2.46K -$170K -1,455 -99%
CPBTD
1221
Central Pacific Bank - Trust Division
Hawaii
$2.2K +$2.11K +18 New
CP
1222
Castleview Partners
Texas
$1.48K – – –
RCM
1223
Raleigh Capital Management
North Carolina
$1.26K – – –
SFA
1224
Semmax Financial Advisors
North Carolina
$1.2K – – –
AWM
1225
Abound Wealth Management
Tennessee
$509 +$468 +4 New
47 48
49
50 51

DVY Hedge Fund Activity: Q1 2024 in Review

1,228 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q1 2024, worth a combined $8.57B — down 8.6% from $9.38B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new DVY positions and 73 closed out — a net gain of 9 holders — while 354 added to existing stakes and 501 trimmed.

The largest buyer was Jane Street, adding an estimated $68.6M. The largest seller was Morgan Stanley, cutting an estimated $869M.

  • 1,228 institutional investors held iShares Select Dividend ETF (DVY) as of Q1 2024, down from 1,236 in Q4 2023.
  • Funds reported $8.57B of iShares Select Dividend ETF stock for Q1 2024, down 8.6% quarter-over-quarter.
  • 82 funds opened new iShares Select Dividend ETF positions in Q1 2024 and 73 closed out, a net change of +9 holders.
  • The largest iShares Select Dividend ETF buyer in Q1 2024 was Jane Street, an estimated $68.6M added.
  • The largest iShares Select Dividend ETF seller in Q1 2024 was Morgan Stanley, an estimated $869M sold.

Based on aggregated 13F filings for Q1 2024.