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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
CAM
1251
Costello Asset Management
Pennsylvania
$540 – – –
HI
1252
Horizon Investments
North Carolina
$540 +$259 +2 +100%
HI
1253
Hoey Investments
Pennsylvania
$484 – – –
CMP
1254
Coston McIsaac & Partners
Maine
$74 – – –
HF
1255
HRT Financial
New York
– -$4.33M -35,812 Closed
SW
1256
SVB Wealth
Massachusetts
– -$3.19M -26,386 Closed
Simplex Trading
1257
Simplex Trading
Illinois
– -$2.89M -23,924 Closed
TRCT
1258
Tower Research Capital (TRC)
New York
– -$1.97M -16,247 Closed
TSS
1259
Two Sigma Securities
New York
– -$1.6M -13,266 Closed
WA
1260
Wealth Alliance
New York
– -$1.14M -9,457 Closed
YIH
1261
Y-Intercept (HK)
Hong Kong
– -$776K -6,415 Closed
D.E. Shaw & Co
1262
D.E. Shaw & Co
New York
– -$737K -6,089 Closed
ITC
1263
Inspire Trust Company
Nevada
– -$672K -5,554 Closed
WIM
1264
Warwick Investment Management
Texas
– -$587K -4,851 Closed
GCM
1265
G2 Capital Management
Ohio
– -$546K -4,515 Closed
1SB
1266
1ST Source Bank
Indiana
– -$478K -3,948 Closed
GCIM
1267
Gunn & Company Investment Management
Florida
– -$448K -3,700 Closed
HFS
1268
Hantz Financial Services
Michigan
– -$422K -3,486 Closed
GCP
1269
GSA Capital Partners
United Kingdom
– -$326K -2,696 Closed
Wolverine Trading
1270
Wolverine Trading
Illinois
– -$315K -2,605 Closed
MDCM
1271
Morgan Dempsey Capital Management
Wisconsin
– -$280K -2,311 Closed
ECM
1272
Evergreen Capital Management
Washington
– -$236K -1,952 Closed
CCA
1273
Cora Capital Advisors
New Jersey
– -$234K -1,935 Closed
EP
1274
Edgestream Partners
New Jersey
– -$223K -1,846 Closed
FFA
1275
First Foundation Advisors
California
– -$216K -1,782 Closed
49 50
51
52 53

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.