iShares Select Dividend ETF
DVY
1,328 hedge funds and large institutions have $10B invested in iShares Select Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 408 increasing their positions, 409 reducing their positions, and 63 closing their positions.
1,046% more call options, than puts
Call options by funds: $235M | Put options by funds: $20.5M
154% more first-time investments, than exits
New positions opened: 160 | Existing positions closed: 63
12% more capital invested
Capital invested by funds: $8.97B → $10B (+$1.05B)
6% more funds holding
Funds holding: 1,254 → 1,328 (+74)
0% less repeat investments, than reductions
Existing positions increased: 408 | Existing positions reduced: 409
1.54% less ownership
Funds ownership: 47.24% → 45.69% (-1.5%)
3% less funds holding in top 10
Funds holding in top 10: 33 → 32 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MHI
Miller Howard Investments
Kingston,
New York
|
+$53.5M |
| 2 |
Morgan Stanley
New York
|
+$49.7M |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$48.9M |
| 4 |
JP Morgan Chase
New York
|
+$42.8M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$33.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$591M |
| 2 |
Two Sigma Investments
New York
|
-$13.5M |
| 3 |
BGDI
BW Gestao de Investimentos
Sao Paulo,
Brazil
|
-$10.8M |
| 4 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
-$10.8M |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$7.91M |
DVY Hedge Fund Activity: Q4 2024 in Review
1,328 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q4 2024, worth a combined $10B — up 12% from $8.97B a quarter earlier.
Buyers outnumbered sellers: 160 funds opened new DVY positions and 63 closed out — a net gain of 97 holders — while 408 added to existing stakes and 409 trimmed.
The largest buyer was Miller Howard Investments, adding an estimated $53.5M. The largest seller was International Assets Investment Management, cutting an estimated $591M.
- 1,328 institutional investors held iShares Select Dividend ETF (DVY) as of Q4 2024, up from 1,254 in Q3 2024.
- Funds reported $10B of iShares Select Dividend ETF stock for Q4 2024, up 12% quarter-over-quarter.
- 160 funds opened new iShares Select Dividend ETF positions in Q4 2024 and 63 closed out, a net change of +97 holders.
- The largest iShares Select Dividend ETF buyer in Q4 2024 was Miller Howard Investments, an estimated $53.5M added.
- The largest iShares Select Dividend ETF seller in Q4 2024 was International Assets Investment Management, an estimated $591M sold.
Based on aggregated 13F filings for Q4 2024.