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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 %
SIC
326
Salem Investment Counselors
North Carolina
$2.1M -$40.5K -300 -2%
PA
327
Parallel Advisors
California
$2.1M +$24K +178 +1%
PFA
328
Pinnacle Family Advisors
Missouri
$2.09M +$1.33M +9,846 +175%
WB
329
WesBanco Bank
West Virginia
$2.09M -$2.7K -20 -0.1%
WT
330
Washington Trust
Rhode Island
$2.07M -$48.6K -360 -2%
WCM
331
WealthBridge Capital Management
Ohio
$2.07M +$37.7K +279 +2%
FBB
332
Fulton Breakefield Broenniman
Maryland
$2.07M -$96K -711 -4%
WTC
333
WhitTier Trust Company
Nevada
$2.06M +$760K +5,624 +58%
TWC
334
TD Waterhouse Canada
Ontario, Canada
$2.06M +$269 +2 +0%
CNBT
335
Canandaigua National Bank & Trust
New York
$2.06M +$2.06M +15,238 New
OPCM
336
Osborne Partners Capital Management
California
$2.05M – – –
KWM
337
Kaydan Wealth Management
Michigan
$2.04M -$21.9K -162 -1%
Capital Fund Management (CFM)
338
Capital Fund Management (CFM)
France
$2.03M -$1.77M -13,100 -47%
CGA
339
Crescent Grove Advisors
Illinois
$2.03M -$112K -828 -5%
FHA
340
Flagship Harbor Advisors
Massachusetts
$2.02M +$2.02M +14,984 New
AMG
341
Asset Management Group
Connecticut
$2.02M -$108K -798 -5%
ATPW
342
Ashton Thomas Private Wealth
Arizona
$1.98M +$162K +1,197 +9%
HSBC Holdings
343
HSBC Holdings
United Kingdom
$1.97M -$1.48M -10,977 -43%
PI
344
PFG Investments
New York
$1.96M +$81.7K +605 +4%
EWM
345
Evercore Wealth Management
New York
$1.96M – – –
CAM
346
Cozad Asset Management
Illinois
$1.96M +$20.5K +152 +1%
CCM
347
Coldstream Capital Management
Washington
$1.95M +$15K +111 +0.8%
CCG
348
Cypress Capital Group
Florida
$1.95M -$83.1K -615 -4%
LWANC
349
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.94M +$30.8K +228 +2%
TCA
350
Trifecta Capital Advisors
Illinois
$1.94M – – –
12 13
14
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