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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,207 hedge funds and large institutions have $7.99B invested in iShares Select Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 343 increasing their positions, 470 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,207
Holders Change
-14
Holders Change %
-1.15%
% of All Funds
17.56%
Holding in Top 10
30
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.29%
% of All Funds
0.44%
New
66
Increased
343
Reduced
470
Closed
62
Calls
$76.9M
Puts
$25.7M
Net Calls
+$51.1M
Net Calls Change
+$30.8M

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$93.5M
2
ETC
Exchange Traded Concepts
Oklahoma
$42.1M
3
MHI
Miller Howard Investments
New York
$38.1M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
$25.6M
5
DBIA
Dumont & Blake Investment Advisors
New Jersey
$16M

Top Sellers

1
Jane Street
Jane Street
New York
$1.28M
2
NAM
Nissay Asset Management
Japan
$0
3
OAC
OMERS Administration Corp
Ontario, Canada
$0
4
Bank of America
Bank of America
North Carolina
$986M
5
HNB
Huntington National Bank
Ohio
$28.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ES
326
Eagle Strategies
New York
$1.85M -$637K -5,268 -26%
CFP
327
Cascade Financial Partners
California
$1.84M -$187K -1,549 -9%
OPCM
328
Osborne Partners Capital Management
California
$1.84M -$154K -1,269 -8%
WCM
329
WealthBridge Capital Management
Ohio
$1.82M +$78.4K +648 +4%
CCG
330
Cypress Capital Group
Florida
$1.82M -$158K -1,310 -8%
USB
331
Union Savings Bank
Connecticut
$1.79M -$91.6K -757 -5%
CPIG
332
Chicago Partners Investment Group
Illinois
$1.77M -$4.03K -31 -0.2%
RFC
333
Regions Financial Corp
Alabama
$1.76M -$17.4K -144 -1%
AI
334
Atria Investments
North Carolina
$1.76M +$548K +4,528 +45%
EWM
335
Evercore Wealth Management
New York
$1.75M – – –
TCA
336
Trifecta Capital Advisors
Illinois
$1.74M – – –
CCM
337
Coldstream Capital Management
Washington
$1.74M +$53.4K +441 +3%
NW
338
NewEdge Wealth
Pennsylvania
$1.74M +$242 +2 +0%
CAM
339
Cozad Asset Management
Illinois
$1.73M -$847 -7 -0%
IA
340
IFP Advisors
Florida
$1.73M +$21.8K +180 +1%
CGH
341
Crossmark Global Holdings
Texas
$1.73M -$258K -2,136 -13%
LWANC
342
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.71M +$4.72K +39 +0.3%
ECG
343
Edge Capital Group
Georgia
$1.71M – – –
RWA
344
Redmont Wealth Advisors
Illinois
$1.71M – – –
IAG
345
Investment Advisory Group
Massachusetts
$1.7M -$118K -979 -7%
SAF
346
Smith Anglin Financial
Texas
$1.7M -$22.4K -185 -1%
NS
347
NBC Securities
Alabama
$1.69M -$12.1K -100 -0.7%
PCA
348
Private Capital Advisors
Connecticut
$1.69M – – –
VVP
349
Venture Visionary Partners
Ohio
$1.69M +$56.8K +469 +3%
PI
350
PFG Investments
New York
$1.69M +$77.1K +637 +5%
12 13
14
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