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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 %
YCG
276
Yeomans Consulting Group
Georgia
$2.57M -$25K -185 -1%
CCWA
277
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.56M +$46.6K +345 +2%
CAG
278
Csenge Advisory Group
Florida
$2.55M +$16.1K +120 +0.6%
EWA
279
EP Wealth Advisors
California
$2.55M +$1.27M +9,401 +99%
Mirae Asset Global Investments
280
Mirae Asset Global Investments
South Korea
$2.53M +$296K +2,200 +13%
CRC
281
Curi RMB Capital
Illinois
$2.52M +$146K +1,084 +6%
BAM
282
Berkshire Asset Management
Pennsylvania
$2.52M – – –
AAS
283
Ameritas Advisory Services
Nebraska
$2.5M -$529K -3,920 -17%
APWA
284
Atlas Private Wealth Advisors
New Jersey
$2.47M -$79.6K -589 -3%
PPP
285
Private Portfolio Partners
New Jersey
$2.47M +$2.47M +18,254 New
BCA
286
Bay Colony Advisors
Massachusetts
$2.46M -$18.4K -136 -0.7%
GS
287
GTS Securities
New York
$2.44M -$2.52M -18,646 -51%
WAM
288
Weinberger Asset Management
California
$2.42M +$19.9K +147 +0.8%
OA
289
Oxbow Advisors
Texas
$2.41M -$10.1K -75 -0.4%
MFWP
290
Mosaic Family Wealth Partners
Missouri
$2.38M +$64.8K +480 +3%
NL
291
NWAM LLC
Washington
$2.37M +$2.37M +17,565 New
FPAS
292
Focus Partners Advisor Solutions
Missouri
$2.36M +$164K +1,212 +7%
CL
293
Cabana LLC
Arkansas
$2.36M -$839K -6,211 -26%
IA
294
IFP Advisors
Florida
$2.34M +$406K +3,006 +21%
CGH
295
CMG Global Holdings
Texas
$2.33M +$10.8K +80 +0.5%
DADC
296
D.A. Davidson & Co
Montana
$2.33M +$37.7K +279 +2%
WA
297
Waverly Advisors
Alabama
$2.32M +$562K +4,164 +32%
AWM
298
Aberdeen Wealth Management
Illinois
$2.31M -$10.1K -75 -0.4%
GFP
299
Gryphon Financial Partners
Ohio
$2.3M -$113K -840 -5%
JE
300
JMAC Enterprises
Pennsylvania
$2.3M +$14.2K +105 +0.6%
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