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

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$6.09M
2
HNB
Huntington National Bank
Ohio
$32.7M
3
MHI
Miller Howard Investments
New York
$14.4M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$252M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$303M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
301
Concourse Financial Group Securities
Alabama
$2.3M -$52K -385 -2%
FIA
302
Foundations Investment Advisors
Arizona
$2.29M -$296K -2,191 -11%
PS
303
Principal Securities
Iowa
$2.29M -$145K -1,072 -6%
PLU
304
Performa Ltd (US)
South Carolina
$2.28M – – –
Susquehanna International Group
305
Susquehanna International Group
Pennsylvania
$2.27M -$2.03M -15,018 -47%
PNC
306
Park National Corp
Ohio
$2.27M -$13.5K -100 -0.6%
PBK
307
Peoples Bank (Kansas)
Kansas
$2.27M +$143K +1,060 +7%
SS
308
Sunbelt Securities
Texas
$2.22M -$29.3K -217 -1%
ES
309
Eagle Strategies
New York
$2.21M +$149K +1,100 +7%
PAA
310
Peregrine Asset Advisers
Oregon
$2.2M -$675 -5 -0%
EAM
311
Evanson Asset Management
California
$2.2M +$1.35K +10 +0.1%
FDCDDQ
312
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.2M -$49.3K -365 -2%
NW
313
NewEdge Wealth
Pennsylvania
$2.19M +$248K +1,837 +13%
DWG
314
Darden Wealth Group
Michigan
$2.18M -$38.8K -287 -2%
FHA
315
First Horizon Advisors
Tennessee
$2.17M +$322K +2,383 +17%
TWP
316
Tempus Wealth Planning
California
$2.16M +$44.7K +331 +2%
FSA
317
Franklin Street Advisors
North Carolina
$2.16M – – –
FIM
318
Fernwood Investment Management
Massachusetts
$2.14M +$1.62K +12 +0.1%
SWA
319
Sax Wealth Advisors
New Jersey
$2.13M +$19.7K +146 +0.9%
MFG
320
Magnus Financial Group
New York
$2.13M +$21.6K +160 +1%
OIA
321
OneDigital Investment Advisors
Kansas
$2.12M -$214K -1,585 -9%
Deutsche Bank
322
Deutsche Bank
Germany
$2.12M -$30.5K -226 -1%
NSCM
323
New South Capital Management
Tennessee
$2.12M – – –
CFP
324
Cascade Financial Partners
California
$2.12M +$54.1K +400 +3%
MFA
325
Mayflower Financial Advisors
Massachusetts
$2.11M -$15.8K -117 -0.7%
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