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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
1,328
Holders Change
+74
Holders Change %
+5.9%
% of All Funds
17.49%
Holding in Top 10
32
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.03%
% of All Funds
0.42%
New
160
Increased
408
Reduced
409
Closed
63
Calls
$235M
Puts
$20.5M
Net Calls
+$215M
Net Calls Change
+$118M

Top Buyers

Rank Fund Capital Flow
1
MHI
Miller Howard Investments
New York
+$53.5M
2
Morgan Stanley
Morgan Stanley
New York
+$49.7M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$48.9M
4
JP Morgan Chase
JP Morgan Chase
New York
+$42.8M
5
Charles Schwab
Charles Schwab
California
+$33.6M

Top Sellers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
-$591M
2
Two Sigma Investments
Two Sigma Investments
New York
-$13.5M
3
BGDI
BW Gestao de Investimentos
Brazil
-$10.8M
4
ETC
Exchange Traded Concepts
Oklahoma
-$10.8M
5
Northern Trust
Northern Trust
Illinois
-$7.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
1301
Delta Asset Management
Tennessee
$9.85K – – –
RF
1302
Robbins Farley
New Hampshire
$9.85K – – –
TCM
1303
TD Capital Management
Tennessee
$9.5K – – –
HMS
1304
Hanseatic Management Services
New Mexico
$8.8K – – –
CFFP
1305
Center for Financial Planning
Michigan
$8.01K – – –
RFA
1306
Register Financial Advisors
Georgia
$7.12K – – –
KIM
1307
Kestra Investment Management
Texas
$7.08K +$7.36K +54 New
CFP
1308
Comprehensive Financial Planning
Pennsylvania
$6.96K +$7.22K +53 New
PWMG
1309
Prestige Wealth Management Group
New Jersey
$6.83K – – –
BC
1310
Broadwater Capital
Massachusetts
$5.51K – – –
WA
1311
WPG Advisers
Maryland
$4.65K +$4.77K +35 New
SFGP
1312
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$3.68K +$3.81K +28 New
CPA
1313
Compass Planning Associates
Massachusetts
$3.29K +$3.41K +25 New
BL
1314
BFSG LLC
California
$3.28K – – –
PGAM
1315
Princeton Global Asset Management
New Jersey
$3.28K – – –
ICCON
1316
Investment Counsel Company of Nevada
Nevada
$3.11K +$3.27K +24 New
CPBTD
1317
Central Pacific Bank - Trust Division
Hawaii
$2.36K – – –
NMG
1318
New Millennium Group
Utah
$2.1K – – –
SAM
1319
Synergy Asset Management
Washington
$2.03K +$2.04K +15 New
NS
1320
NBC Securities
Alabama
$1.82K -$1.91M -14,034 -100%
RCM
1321
Raleigh Capital Management
North Carolina
$1.36K – – –
SFA
1322
Semmax Financial Advisors
North Carolina
$1.31K – – –
MCM
1323
Mainstream Capital Management
California
$1.18K +$1.23K +9 New
DWM
1324
Darwin Wealth Management
Florida
$787 – – –
Toronto Dominion Bank
1325
Toronto Dominion Bank
Ontario, Canada
$656 +$681 +5 New
51 52
53
54 55

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.