iShares Select Dividend ETF
1,155 hedge funds and large institutions have $8.31B invested in iShares Select Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 245 increasing their positions, 463 reducing their positions, and 89 closing their positions.
218% more call options, than puts
Call options by funds: $60.4M | Put options by funds: $19M
0.91% less ownership
Funds ownership: 46.89% → 45.98% (-0.91%)
3% less funds holding
Funds holding: 1,185 → 1,155 (-30)
10% less funds holding in top 10
Funds holding in top 10: 41 → 37 (-4)
11% less capital invested
Capital invested by funds: $9.36B → $8.31B (-$1.05B)
16% less first-time investments, than exits
New positions opened: 75 | Existing positions closed: 89
47% less repeat investments, than reductions
Existing positions increased: 245 | Existing positions reduced: 463
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$24M |
| 2 |
Two Sigma Investments
New York
|
+$22.1M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$18.5M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$13.8M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$11.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cetera Advisors
Denver,
Colorado
|
-$73M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$71.2M |
| 3 |
Bank of New York Mellon
New York
|
-$62.9M |
| 4 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$58.1M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$41.9M |
DVY Hedge Fund Activity: Q3 2023 in Review
1,155 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q3 2023, worth a combined $8.31B — down 11% from $9.36B a quarter earlier.
Sellers outnumbered buyers: 89 funds closed out of DVY and 75 opened new positions — a net loss of 14 holders — while 463 trimmed existing stakes and 245 added.
The largest buyer was Osaic Holdings, adding an estimated $24M. The largest seller was Cetera Advisors, cutting an estimated $73M.
- 1,155 institutional investors held iShares Select Dividend ETF (DVY) as of Q3 2023, down from 1,185 in Q2 2023.
- Funds reported $8.31B of iShares Select Dividend ETF stock for Q3 2023, down 11% quarter-over-quarter.
- 75 funds opened new iShares Select Dividend ETF positions in Q3 2023 and 89 closed out, a net change of -14 holders.
- The largest iShares Select Dividend ETF buyer in Q3 2023 was Osaic Holdings, an estimated $24M added.
- The largest iShares Select Dividend ETF seller in Q3 2023 was Cetera Advisors, an estimated $73M sold.
Based on aggregated 13F filings for Q3 2023.