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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,315 hedge funds and large institutions have $10B invested in iShares Select Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 406 increasing their positions, 405 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,315
Holders Change
+70
Holders Change %
+5.62%
% of All Funds
17.51%
Holding in Top 10
32
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.43%
New
156
Increased
406
Reduced
405
Closed
63
Calls
$235M
Puts
$20.5M
Net Calls
+$215M
Net Calls Change
+$118M

Top Buyers

1
MHI
Miller Howard Investments
New York
$65.5M
2
Morgan Stanley
Morgan Stanley
New York
$864M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$53M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$223M
5
Charles Schwab
Charles Schwab
California
$37.9M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$4.36M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$881M
3
HNB
Huntington National Bank
Ohio
$37.2M
4
Two Sigma Investments
Two Sigma Investments
New York
$0
5
BGDI
BW Gestao de Investimentos
Brazil
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SCG
226
Sonata Capital Group
Washington
$3.35M +$13.3K +101 +0.4%
GPA
227
Guidance Point Advisors
Massachusetts
$3.34M +$14.6K +111 +0.4%
TFS
228
Thoroughbred Financial Services
Tennessee
$3.33M -$3.15K -24 -0.1%
EE
229
EWG Elevate
California
$3.22M +$3.22M +24,509 New
FA
230
Flagstar Advisors
New York
$3.21M +$227K +1,731 +8%
FCBT
231
First Citizens Bank & Trust
North Carolina
$3.19M -$80.1K -610 -2%
AAS
232
Ameritas Advisory Services
Nebraska
$3.17M +$736K +5,607 +30%
WA
233
Wealth Alliance
New York
$3.15M +$3.15M +23,961 New
MWM
234
Mission Wealth Management
California
$3.14M +$122K +931 +4%
SQA
235
Simon Quick Advisors
New Jersey
$3.13M +$79.7K +607 +3%
AF
236
Allworth Financial
California
$3.13M -$110K -819 -3%
WWM
237
Wolff Wiese Magana
California
$3.07M -$32.6K -248 -1%
HNWAG
238
High Net Worth Advisory Group
Florida
$3.04M +$1.97K +15 +0.1%
JIC
239
Joel Isaacson & Co
New York
$3.03M +$33.9K +258 +1%
JWA
240
JFS Wealth Advisors
Pennsylvania
$3.01M -$305K -2,322 -9%
AA
241
Argent Advisors
Louisiana
$3.01M -$998K -7,601 -25%
EWA
242
EP Wealth Advisors
California
$3M +$523K +3,982 +21%
HH
243
Hilltop Holdings
Texas
$2.99M +$331K +2,522 +12%
KFA
244
Kapstone Financial Advisors
Ohio
$2.99M -$112K -834 -4%
FTS
245
Fifth Third Securities
Ohio
$2.96M -$116K -880 -4%
MCCA
246
Mill Creek Capital Advisors
Pennsylvania
$2.95M +$21.7K +165 +0.7%
SFB
247
STAR Financial Bank
Indiana
$2.95M +$114K +872 +4%
HSA
248
HBK Sorce Advisory
Pennsylvania
$2.93M -$25.7K -196 -0.9%
CWS
249
Cypress Wealth Services
California
$2.92M +$195K +1,489 +7%
SSW
250
Smith Shellnut Wilson
Mississippi
$2.92M – – –
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