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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
WANY
101
Wealthspire Advisors (New York)
New York
$8.07M +$3.4K +28 +0%
P
102
&Partners
Tennessee
$8.03M +$563K +4,642 +8%
ASN
103
Advisory Services Network
Georgia
$7.92M -$232K -1,915 -3%
VFP
104
Verus Financial Partners
Virginia
$7.85M -$1.2M -9,885 -13%
ONB
105
Old National Bancorp
Indiana
$7.82M -$186K -1,533 -2%
BFA
106
Beaumont Financial Advisors
Massachusetts
$7.79M -$52.4K -432 -0.7%
IWC
107
Integrated Wealth Concepts
Massachusetts
$7.66M -$40.2K -331 -0.5%
CIBC Private Wealth Group
108
CIBC Private Wealth Group
Georgia
$7.5M +$1.01M +8,309 +15%
RJT
109
Raymond James Trust
Florida
$7.31M +$45.8K +377 +0.6%
PFG
110
Pinnacle Financial Group
Illinois
$7.04M +$168K +1,381 +2%
ANB
111
Amarillo National Bank
Texas
$7.02M -$133K -1,098 -2%
Edgewood Management
112
Edgewood Management
Connecticut
$6.98M -$98.9K -815 -1%
PCIA
113
Prime Capital Investment Advisors
Kansas
$6.93M -$2.28M -18,776 -25%
CFG
114
Citizens Financial Group
Rhode Island
$6.92M +$443K +3,652 +7%
HWM
115
HB Wealth Management
Georgia
$6.87M +$97.1K +800 +1%
BL
116
Balentine LLC
Georgia
$6.79M -$1.06M -8,733 -13%
WMA
117
Wealth Management Associates
New Jersey
$6.64M
Kovitz Investment Group Partners
118
Kovitz Investment Group Partners
Illinois
$6.62M +$5.6M +46,097 +541%
AWS
119
Atria Wealth Solutions
New York
$6.61M -$345K -2,844 -5%
DC
120
Davenport & Co
Virginia
$6.43M -$1.49M -12,263 -19%
OFG
121
Omega Financial Group
California
$6.32M -$253K -2,082 -4%
FUBT
122
First United Bank & Trust
Maryland
$6.3M +$32.4K +267 +0.5%
ST
123
Smithfield Trust
Pennsylvania
$6.29M +$258K +2,127 +4%
KIA
124
KCM Investment Advisors
California
$6.29M -$44.7K -368 -0.7%
HCMT
125
Highland Capital Management (Tennessee)
Tennessee
$5.93M -$36.1K -297 -0.6%

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.