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iShares Select Dividend ETF
DVY

1,254 hedge funds and large institutions have $8.97B invested in iShares Select Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 396 increasing their positions, 427 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more call options, than puts

Call options by funds: $148M | Put options by funds: $51.2M

106% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 48

12% more capital invested

Capital invested by funds: $8B → $8.97B (+$965M)

6% more funds holding in top 10

Funds holding in top 10: 31 → 33 (+2)

3.34% more ownership

Funds ownership: 43.89% → 47.24% (+3.3%)

3% more funds holding

Funds holding: 1,215 → 1,254 (+39)

7% less repeat investments, than reductions

Existing positions increased: 396 | Existing positions reduced: 427

Holders
1,254
Holders Change
+39
Holders Change %
+3.21%
% of All Funds
18.01%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.47%
New
99
Increased
396
Reduced
427
Closed
48
Calls
$148M
Puts
$51.2M
Net Calls
+$96.8M
Net Calls Change
+$45.6M

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$562M
2
HCM
Howard Capital Management
Georgia
+$127M
3
Bank of America
Bank of America
North Carolina
+$22.7M
4
CWM
Congress Wealth Management
Massachusetts
+$17.5M
5
Two Sigma Investments
Two Sigma Investments
New York
+$12M

Top Sellers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$94.1M
2
MHI
Miller Howard Investments
New York
-$27M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$10.7M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$10.5M
5
DBIA
Dumont & Blake Investment Advisors
New Jersey
-$8.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.12B +$22.7M +175,382 +2%
Morgan Stanley
2
Morgan Stanley
New York
$839M +$6.27M +48,481 +0.8%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$522M -$4.3M -33,252 -0.9%
Wells Fargo
4
Wells Fargo
California
$499M +$1.81M +14,016 +0.4%
Northern Trust
5
Northern Trust
Illinois
$399M -$8.49M -65,694 -2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$303M -$10.5M -80,879 -3%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$252M -$10.7M -82,885 -4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$209M -$520K -4,025 -0.3%
LPL Financial
9
LPL Financial
California
$198M +$8.35M +64,620 +5%
JP Morgan Chase
10
JP Morgan Chase
New York
$187M +$907K +7,012 +0.5%
US Bancorp
11
US Bancorp
Minnesota
$157M -$4.88M -37,777 -3%
Truist Financial
12
Truist Financial
North Carolina
$155M -$4.05M -31,359 -3%
UBS Group
13
UBS Group
Switzerland
$139M -$2.92M -22,585 -2%
HCM
14
Howard Capital Management
Georgia
$133M +$127M +984,600 New
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$106M -$2.48M -19,148 -2%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$97M -$93.1K -720 -0.1%
NCM
17
Northside Capital Management
Oregon
$92M +$1.94K +15 +0%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$86.7M -$1.03M -7,943 -1%
Goldman Sachs
19
Goldman Sachs
New York
$83.3M -$1.13M -8,774 -1%
RJA
20
Raymond James & Associates
Florida
$78.9M +$2.13M +16,512 +3%
Comerica Bank
21
Comerica Bank
Texas
$65.4M -$927K -7,172 -1%
Ameriprise
22
Ameriprise
Minnesota
$64.4M +$772K +5,968 +1%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$54.5M +$268K +2,072 +0.5%
Mariner
24
Mariner
Kansas
$53.8M +$785K +6,070 +2%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$52.7M -$1.25M -9,631 -2%
1
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DVY Hedge Fund Activity: Q3 2024 in Review

1,254 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q3 2024, worth a combined $8.97B — up 12% from $8B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new DVY positions and 48 closed out — a net gain of 51 holders — while 396 added to existing stakes and 427 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $562M. The largest seller was Focus Partners Wealth, cutting an estimated $94.1M.

  • 1,254 institutional investors held iShares Select Dividend ETF (DVY) as of Q3 2024, up from 1,215 in Q2 2024.
  • Funds reported $8.97B of iShares Select Dividend ETF stock for Q3 2024, up 12% quarter-over-quarter.
  • 99 funds opened new iShares Select Dividend ETF positions in Q3 2024 and 48 closed out, a net change of +51 holders.
  • The largest iShares Select Dividend ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $562M added.
  • The largest iShares Select Dividend ETF seller in Q3 2024 was Focus Partners Wealth, an estimated $94.1M sold.

Based on aggregated 13F filings for Q3 2024.