We are live on ! Find out more
DVY icon

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
FCFC
201
First Commonwealth Financial Corp
Pennsylvania
$3.3M -$18.8K -155 -0.6%
FTS
202
Fifth Third Securities
Ohio
$3.26M +$35.7K +294 +1%
PWP
203
Principle Wealth Partners
Connecticut
$3.23M +$186K +1,529 +6%
AllianceBernstein
204
AllianceBernstein
Tennessee
$3.19M -$81.5K -671 -2%
SW
205
SVB Wealth
Massachusetts
$3.19M -$605K -4,981 -16%
IC
206
IEQ Capital
California
$3.18M +$35.4K +292 +1%
TFS
207
Thoroughbred Financial Services
Tennessee
$3.15M +$510K +4,203 +19%
GA
208
GoalVest Advisory
New York
$3.14M -$536K -4,414 -15%
NCM
209
Narwhal Capital Management
Georgia
$3.13M -$1.58K -13 -0.1%
TCM
210
Traynor Capital Management
Pennsylvania
$3.1M -$235K -1,934 -7%
TWM
211
Tradition Wealth Management
Minnesota
$3.1M -$2.31K -19 -0.1%
HSBC Holdings
212
HSBC Holdings
United Kingdom
$3.09M +$1.42M +11,722 +85%
GPA
213
Guidance Point Advisors
Massachusetts
$3.04M +$5.58K +46 +0.2%
JWA
214
JFS Wealth Advisors
Pennsylvania
$3.03M +$971 +8 +0%
SPC
215
Sigma Planning Corp
Michigan
$3.02M -$590K -4,863 -16%
ATC
216
Argent Trust Co
Tennessee
$3.02M -$30.3K -250 -1%
IAIM
217
International Assets Investment Management
Florida
$3M +$15.1K +124 +0.5%
AIM
218
Allen Investment Management
New York
$2.99M
SSW
219
Smith Shellnut Wilson
Mississippi
$2.96M
STA
220
Summit Trail Advisors
New York
$2.94M +$230K +1,891 +8%
TAM
221
Townsend Asset Management
North Carolina
$2.92M +$1.1M +9,086 +60%
MMA
222
Miracle Mile Advisors
California
$2.91M -$229K -1,889 -7%
Simplex Trading
223
Simplex Trading
Illinois
$2.89M +$2.9M +23,924 New
MWM
224
Mission Wealth Management
California
$2.88M +$371K +3,053 +15%
CL
225
Cabana LLC
Arkansas
$2.87M +$2.87M +23,683 New

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.