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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 %
ECG
326
Edge Capital Group
Georgia
$2.14M +$395K +3,008 +23%
EAM
327
Evanson Asset Management
California
$2.14M +$1.31K +10 +0.1%
PAA
328
Peregrine Asset Advisers
Oregon
$2.14M -$4.73K -36 -0.2%
SS
329
Sunbelt Securities
Texas
$2.13M -$19.8K -151 -0.9%
DWG
330
Darden Wealth Group
Michigan
$2.11M -$1.84K -14 -0.1%
NW
331
NewEdge Wealth
Pennsylvania
$2.11M -$9.72K -74 -0.5%
FPAS
332
Focus Partners Advisor Solutions
Missouri
$2.11M -$191K -1,451 -8%
FSA
333
Franklin Street Advisors
North Carolina
$2.1M – – –
FDCDDQ
334
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.1M -$38.9K -296 -2%
MFG
335
Magnus Financial Group
New York
$2.08M +$12.3K +94 +0.6%
SWA
336
Sax Wealth Advisors
New Jersey
$2.07M +$3.02K +23 +0.1%
PFA
337
Pinnacle Family Advisors
Missouri
$2.06M +$32.2K +245 +2%
NSCM
338
New South Capital Management
Tennessee
$2.06M – – –
CFP
339
Cascade Financial Partners
California
$2.05M – – –
KWM
340
Kaydan Wealth Management
Michigan
$2.04M +$57K +434 +3%
SIC
341
Salem Investment Counselors
North Carolina
$2.04M – – –
OIA
342
OneDigital Investment Advisors
Kansas
$2.04M -$29.5K -225 -1%
WCM
343
WealthBridge Capital Management
Ohio
$2.02M +$7.62K +58 +0.4%
WB
344
WesBanco Bank
West Virginia
$2.02M -$5.78K -44 -0.3%
FBB
345
Fulton Breakefield Broenniman
Maryland
$2.01M -$2.5K -19 -0.1%
CGA
346
Crescent Grove Advisors
Illinois
$2M +$24.6K +187 +1%
IBOK
347
Independence Bank of Kentucky
Kentucky
$2M +$835K +6,360 +72%
PBK
348
Peoples Bank (Kansas)
Kansas
$1.99M -$211K -1,610 -10%
AWM
349
Aberdeen Wealth Management
Illinois
$1.99M -$250K -1,901 -11%
CAM
350
Cozad Asset Management
Illinois
$1.99M +$89.1K +679 +5%
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