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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 %
CWS
251
Cypress Wealth Services
California
$2.8M -$109K -808 -4%
B
252
Bensler
Washington
$2.8M -$204K -1,514 -7%
WSFS
253
Wilmington Savings Fund Society
Delaware
$2.79M +$2.38M +17,609 +572%
TCA
254
Transcend Capital Advisors
New Jersey
$2.77M +$135 +1 +0%
KWA
255
Kingswood Wealth Advisors
California
$2.76M -$201K -1,486 -7%
SI
256
Stephens Inc
Arkansas
$2.76M +$117K +868 +4%
LFAS
257
Level Four Advisory Services
Texas
$2.75M +$1.42M +10,574 +107%
CAL
258
Capital Analysts LLC
Pennsylvania
$2.74M -$94.8K -702 -3%
TFG
259
Taylor Financial Group
Virginia
$2.74M +$189K +1,397 +7%
HH
260
Hilltop Holdings
Texas
$2.74M +$263K +1,949 +11%
GTAM
261
Global Trust Asset Management
Florida
$2.73M -$261K -1,933 -9%
PL
262
Plancorp LLC
Missouri
$2.72M – – –
HCM
263
Howland Capital Management
Massachusetts
$2.66M -$150K -1,112 -5%
MPCL
264
My Personal CFO LLC
Washington
$2.65M -$23.9K -177 -0.9%
VFA
265
Valeo Financial Advisors
Indiana
$2.63M -$54.6K -404 -2%
FNBT
266
FineMark National Bank & Trust
Florida
$2.63M -$147K -1,092 -5%
FAIM
267
Financial Advocates Investment Management
Washington
$2.63M +$739K +4,840 +39%
BIP
268
Bouvel Investment Partners
Pennsylvania
$2.62M +$57.9K +429 +2%
SCA
269
Stonebridge Capital Advisors
Minnesota
$2.61M -$177K -1,310 -6%
ZF
270
Zhang Financial
Michigan
$2.6M +$675 +5 +0%
ICM
271
IMS Capital Management
Oregon
$2.59M – – –
SFS
272
Sowell Financial Services
Arkansas
$2.58M -$157K -1,164 -6%
PCA
273
Pallas Capital Advisors
Massachusetts
$2.58M +$875K +6,481 +51%
CTC
274
Corundum Trust Company
South Dakota
$2.57M – – –
MMG
275
Monetary Management Group
Missouri
$2.57M -$135K -1,000 -5%
9 10
11
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