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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
WBC
1326
West Branch Capital
Massachusetts
$526 – – –
RS
1327
Rakuten Securities
Japan
$263 +$273 +2 New
T
1328
Transce3nd
Texas
$263 +$273 +2 New
Two Sigma Investments
1329
Two Sigma Investments
New York
– -$13.5M -99,609 Closed
BGDI
1330
BW Gestao de Investimentos
Brazil
– -$10.8M -79,945 Closed
Tudor Investment Corp
1331
Tudor Investment Corp
Connecticut
– -$6.74M -49,898 Closed
STA
1332
Summit Trail Advisors
New York
– -$3.27M -24,242 Closed
GS
1333
GTS Securities
New York
– -$2.44M -18,063 Closed
Capital Fund Management (CFM)
1334
Capital Fund Management (CFM)
France
– -$2.05M -15,054 Closed
Millennium Management
1335
Millennium Management
New York
– -$1.64M -12,147 Closed
CSPIA
1336
Cary Street Partners Investment Advisory
Virginia
– -$1.45M -10,728 Closed
GPW
1337
Gentry Private Wealth
Kansas
– -$1.15M -8,492 Closed
FTUS
1338
Flow Traders U.S.
New York
– -$891K -6,596 Closed
TCMP
1339
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$875K -6,474 Closed
HCM
1340
Hilton Capital Management
New York
– -$737K -5,455 Closed
ICM
1341
Ionic Capital Management
New York
– -$463K -3,431 Closed
TCWA
1342
Turtle Creek Wealth Advisors
Texas
– -$403K -2,986 Closed
MAG
1343
MRA Advisory Group
New Jersey
– -$335K -2,483 Closed
DTL
1344
Dynamic Technology Lab
Singapore
– -$314K -2,324 Closed
UAG
1345
United Advisor Group
Ohio
– -$305K -2,259 Closed
CST
1346
Charles Schwab Trust
Nevada
– -$299K -2,216 Closed
MSAM
1347
Moloney Securities Asset Management
Missouri
– -$278K -2,060 Closed
MIA
1348
MainStreet Investment Advisors
Illinois
– -$269K -1,990 Closed
MLA
1349
My Legacy Advisors
Oregon
– -$264K -1,957 Closed
SWM
1350
Segment Wealth Management
Texas
– -$254K -1,878 Closed
52 53
54
55 56

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.