iShares Select Dividend ETF
1,331 hedge funds and large institutions have $9.14B invested in iShares Select Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 411 increasing their positions, 408 reducing their positions, and 63 closing their positions.
1,046% more call options, than puts
Call options by funds: $235M | Put options by funds: $20.5M
156% more first-time investments, than exits
New positions opened: 161 | Existing positions closed: 63
6% more funds holding
Funds holding: 1,256 → 1,331 (+75)
1.37% more ownership
Funds ownership: 44.33% → 45.7% (+1.4%)
2% more capital invested
Capital invested by funds: $8.97B → $9.14B (+$165M)
1% more repeat investments, than reductions
Existing positions increased: 411 | Existing positions reduced: 408
3% less funds holding in top 10
Funds holding in top 10: 33 → 32 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MHI
Miller Howard Investments
Kingston,
New York
|
+$53.5M |
| 2 |
Morgan Stanley
New York
|
+$49.7M |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$48.9M |
| 4 |
JP Morgan Chase
New York
|
+$42.8M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$33.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
-$13.5M |
| 2 |
BGDI
BW Gestao de Investimentos
Sao Paulo,
Brazil
|
-$10.8M |
| 3 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
-$10.8M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$7.91M |
| 5 |
Tudor Investment Corp
Stamford,
Connecticut
|
-$6.74M |
DVY Hedge Fund Activity: Q4 2024 in Review
1,331 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q4 2024, worth a combined $9.14B — up 1.8% from $8.97B a quarter earlier.
Buyers outnumbered sellers: 161 funds opened new DVY positions and 63 closed out — a net gain of 98 holders — while 411 added to existing stakes and 408 trimmed.
The largest buyer was Miller Howard Investments, adding an estimated $53.5M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $13.5M sold.
- 1,331 institutional investors held iShares Select Dividend ETF (DVY) as of Q4 2024, up from 1,256 in Q3 2024.
- Funds reported $9.14B of iShares Select Dividend ETF stock for Q4 2024, up 1.8% quarter-over-quarter.
- 161 funds opened new iShares Select Dividend ETF positions in Q4 2024 and 63 closed out, a net change of +98 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 Two Sigma Investments, an estimated $13.5M sold.
Based on aggregated 13F filings for Q4 2024.