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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,245 hedge funds and large institutions have $8.96B invested in iShares Select Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 394 increasing their positions, 423 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,245
Holders Change
+38
Holders Change %
+3.15%
% of All Funds
18.01%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.46%
New
98
Increased
394
Reduced
423
Closed
48
Calls
$148M
Puts
$51.2M
Net Calls
+$96.8M
Net Calls Change
+$45.6M

Top Buyers

1
HCM
1
Howard Capital Management
Georgia
$133M
2
Bank of America
2
Bank of America
North Carolina
$1.12B
3
CWM
3
Congress Wealth Management
Massachusetts
$18.3M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$13.5M
5
BGDI
5
BW Gestao de Investimentos
Brazil
$10.8M

Top Sellers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$6.09M
2
HNB
2
Huntington National Bank
Ohio
$32.7M
3
MHI
3
Miller Howard Investments
New York
$14.4M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$252M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$303M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNWAG
226
High Net Worth Advisory Group
Florida
$3.13M +$2.7K +20 +0.1%
MWM
227
Mission Wealth Management
California
$3.1M -$106K -788 -3%
PRWA
228
Platte River Wealth Advisors
Colorado
$3.1M -$52.3K -387 -2%
KFA
229
Kapstone Financial Advisors
Ohio
$3.1M +$40.4K +300 +1%
JIC
230
Joel Isaacson & Co
New York
$3.08M +$946 +7 +0%
HTC
231
Haverford Trust Company
Pennsylvania
$3.08M +$49K +363 +2%
FA
232
Flagstar Advisors
New York
$3.07M -$49.7K -368 -2%
HSA
233
HBK Sorce Advisory
Pennsylvania
$3.05M -$824K -6,098 -21%
FB
234
Fulton Bank
Pennsylvania
$3.02M – – –
MCCA
235
Mill Creek Capital Advisors
Pennsylvania
$3.01M +$25.1K +186 +0.8%
SSW
236
Smith Shellnut Wilson
Mississippi
$3M -$298K -2,205 -9%
FCI
237
Financial Counselors Inc
Kansas
$3M +$338K +2,506 +13%
EFS
238
Essex Financial Services
Connecticut
$3M -$27.4K -203 -0.9%
PGFC
239
Peapack-Gladstone Financial Corp
New Jersey
$3M – – –
OA
240
Operose Advisors
Wisconsin
$2.98M +$165K +1,218 +6%
AT
241
Arlington Trust
Alabama
$2.97M – – –
WWM
242
Western Wealth Management
Colorado
$2.95M -$35.4K -262 -1%
CHC
243
City Holding Co
West Virginia
$2.95M -$104K -772 -3%
SFB
244
STAR Financial Bank
Indiana
$2.92M +$2.92M +21,592 New
BDS
245
Banco de Sabadell
Florida
$2.9M +$79.7K +590 +3%
CAGAS
246
Capital Advisory Group Advisory Services
Minnesota
$2.89M +$91.8K +680 +3%
CIA
247
Caerus Investment Advisors
Texas
$2.87M – – –
Kayne Anderson Rudnick Investment Management
248
Kayne Anderson Rudnick Investment Management
California
$2.85M -$1.43M -10,586 -33%
SCA
249
Snowden Capital Advisors
New York
$2.83M -$85.9K -636 -3%
HBW
250
Hazlett, Burt & Watson
West Virginia
$2.82M -$81.2K -601 -3%
8 9
10
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