iShares Select Dividend ETF
1,218 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, 348 increasing their positions, 474 reducing their positions, and 63 closing their positions.
199% more call options, than puts
Call options by funds: $76.9M | Put options by funds: $25.7M
5% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 63
1.11% less ownership
Funds ownership: 45.01% → 43.9% (-1.1%)
1% less funds holding
Funds holding: 1,232 → 1,218 (-14)
14% less funds holding in top 10
Funds holding in top 10: 36 → 31 (-5)
27% less repeat investments, than reductions
Existing positions increased: 348 | Existing positions reduced: 474
58% less capital inflows, than outflows
Capital inflows: $269M | Capital outflows: $643M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$48.6M |
| 2 |
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
+$42.3M |
| 3 |
Miller Howard Investments
Kingston,
New York
|
+$30.6M |
| 4 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$10.9M |
| 5 |
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
+$8.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$73.7M |
| 2 |
Nissay Asset Management
Tokyo,
Japan
|
-$73.1M |
| 3 |
OMERS Administration Corp
Toronto,
Ontario, Canada
|
-$44.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$35M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$24.2M |
DVY Hedge Fund Activity: Q2 2024 in Review
1,218 of the 6,943 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 63 closed out — a net gain of 3 holders — while 348 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.
- 1,218 institutional investors held iShares Select Dividend ETF (DVY) as of Q2 2024, down from 1,232 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 63 closed out, a net change of +3 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.