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Of the 8 tracked institutions holding DVY, 4 have a 3-year clone track record — 4 of them beat the S&P. Average holder's clone alpha: +6.9pt. It's a gauge of who owns the name, not just how many.
Among the 8 tracked institutional investors we monitor, DVY (ISHARES TR) is held with a combined value of $47.56M across 316,258 shares. The largest holder is FMR LLC with a position worth $29.34M. 2 funds opened new positions in the most recent quarter. 5 funds increased their holdings. 1 fund reduced its position.
Total Institutional Value
$47.56M
Total Shares Held
316,258
Institutional Holders
8
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | FMR LLC | $29.34M | 0.00% | +15.0% |
| 2 | AQR CAPITAL MANAGEMENT LLC | $4.96M | 0.00% | +8.8% |
| 3 | VANGUARD GROUP INC | $4.50M | 0.00% | +0.2% |
| 4 | BlackRock, Inc. | $4.34M | 0.00% | -34.1% |
| 5 | Gotham Asset Management, LLC | $2.59M | 0.01% | +42.5% |
| 6 | Point72 Asset Management, L.P. | $953.88K | 0.00% | New |
| 7 | Fisher Asset Management, LLC | $546.17K | 0.00% | New |
| 8 | CITADEL ADVISORS LLC | $327.95K | 0.00% | +8.9% |
As of the latest SEC 13F filings, FMR LLC is the largest institutional holder of DVY with a position worth $29.34M, representing 0.00% of their portfolio. In total, 8 institutional investors hold DVY with a combined value of $47.56M.
In the most recent quarter, 2 funds opened a new position in DVY. Additionally, 5 increased their holdings and 1 reduced their positions.
Institutional investors hold $47.56M worth of DVY stock across 8 positions. The largest institutional holder is FMR LLC with $29.34M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For DVY, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their DVY positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Last Close
$163.41
2026-07-27
YTD
+16.4%
100% of 52-week range
