DVY icon

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
17.5%
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
+$51.6M
2
Morgan Stanley
Morgan Stanley
New York
+$47.9M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$47.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$41.3M
5
Charles Schwab
Charles Schwab
California
+$32.4M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$569M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$44.6M
3
HNB
Huntington National Bank
Ohio
-$32.7M
4
Two Sigma Investments
Two Sigma Investments
New York
-$13.5M
5
BGDI
BW Gestao de Investimentos
Brazil
-$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
OA
251
Operose Advisors
Wisconsin
$2.91M +$12.9K +98 +0.4%
FCI
252
Financial Counselors Inc
Kansas
$2.9M -$21K -160 -0.7%
AT
253
Arlington Trust
Alabama
$2.88M – – –
SS
254
SBI Securities
Japan
$2.88M +$2.88M +21,902 New
BDS
255
Banco de Sabadell
Florida
$2.87M +$61.5K +469 +2%
SW
256
SVB Wealth
Massachusetts
$2.87M +$2.87M +21,863 New
MPCL
257
My Personal CFO LLC
Washington
$2.86M +$282K +2,149 +11%
CHC
258
City Holding Co
West Virginia
$2.86M -$9.72K -74 -0.3%
HTC
259
Haverford Trust Company
Pennsylvania
$2.86M -$131K -1,000 -4%
TFG
260
Taylor Financial Group
Virginia
$2.84M +$180K +1,370 +7%
FAM
261
Flaharty Asset Management
Florida
$2.82M -$304K -2,315 -10%
MDCM
262
Morgan Dempsey Capital Management
Wisconsin
$2.77M +$2.77M +21,062 New
CAGAS
263
Capital Advisory Group Advisory Services
Minnesota
$2.75M -$60.8K -463 -2%
SCA
264
Snowden Capital Advisors
New York
$2.74M -$9.06K -69 -0.3%
MMA
265
Miracle Mile Advisors
California
$2.73M -$421K -3,203 -13%
HBW
266
Hazlett, Burt & Watson
West Virginia
$2.71M -$26K -198 -1%
PFT
267
Providence First Trust
Arizona
$2.7M +$951K +7,241 +54%
BFG
268
Bleakley Financial Group
New Jersey
$2.68M +$2.09M +15,931 +353%
BAM
269
Berkshire Asset Management
Pennsylvania
$2.68M -$134K -989 -5%
SMH
270
Sanders Morris Harris
Texas
$2.66M +$2.66M +20,237 New
SFS
271
Sowell Financial Services
Arkansas
$2.65M +$139K +1,059 +6%
PL
272
Plancorp LLC
Missouri
$2.65M – – –
CAL
273
Capital Analysts LLC
Pennsylvania
$2.64M -$23K -175 -0.9%
CL
274
Cabana LLC
Arkansas
$2.63M +$333K +2,540 +15%
WSFS
275
Wilmington Savings Fund Society
Delaware
$2.6M -$111K -849 -4%
9 10
11
12 13