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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
+$23.7M
3
CWM
Congress Wealth Management
Massachusetts
+$18.3M
4
Two Sigma Investments
Two Sigma Investments
New York
+$12.5M
5
BGDI
BW Gestao de Investimentos
Brazil
+$10.8M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$98.3M
2
HNB
Huntington National Bank
Ohio
-$28.6M
3
MHI
Miller Howard Investments
New York
-$28.2M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$11.2M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
401
Choreo LLC
Illinois
$1.53M -$117K -871 -7%
MCCP
402
Mission Creek Capital Partners
California
$1.52M +$4.46K +33 +0.3%
BFPW
403
BOK Financial Private Wealth
Colorado
$1.52M -$78.6K -582 -5%
SC
404
Savant Capital
Illinois
$1.52M +$139K +1,030 +10%
RIA
405
Regal Investment Advisors
Michigan
$1.51M -$88.9K -658 -6%
RSWM
406
Robertson Stephens Wealth Management
California
$1.51M +$546K +4,043 +57%
UL
407
Unionview LLC
Washington
$1.51M +$10.3K +76 +0.7%
VPP
408
Vertex Planning Partners
Illinois
$1.5M -$49.6K -367 -3%
KP
409
Keel Point
Alabama
$1.5M +$9.73K +72 +0.7%
FHWM
410
Fox Hill Wealth Management
Massachusetts
$1.49M -$270 -2 -0%
BEI
411
Benjamin Edwards Inc
Missouri
$1.49M +$1.49M +11,048 New
TIAA Trust, National Association
412
TIAA Trust, National Association
North Carolina
$1.49M +$194K +1,439 +15%
XF
413
XML Financial
Maryland
$1.48M +$53.5K +396 +4%
TF
414
Tompkins Financial
New York
$1.47M – – –
WT
415
Whittier Trust
California
$1.47M -$19.2K -142 -1%
EWM
416
Edge Wealth Management
New York
$1.47M +$28.4K +210 +2%
GEA
417
Glen Eagle Advisors
New Jersey
$1.47M -$28.4K -210 -2%
AQR Capital Management
418
AQR Capital Management
Connecticut
$1.46M +$866K +6,412 +147%
WF
419
Welch & Forbes
Massachusetts
$1.45M +$945 +7 +0.1%
CSPIA
420
Cary Street Partners Investment Advisory
Virginia
$1.45M +$16.3K +121 +1%
FGA
421
Fortis Group Advisors
New Jersey
$1.45M +$704K +5,215 +95%
GLA
422
Good Life Advisors
Pennsylvania
$1.45M +$717K +5,312 +98%
BJL
423
Brighton Jones LLC
Washington
$1.44M -$100K -742 -6%
QCM
424
Quantinno Capital Management
New York
$1.44M +$66.5K +492 +5%
SVWAG
425
Sound View Wealth Advisors Group
Georgia
$1.44M +$8.37K +62 +0.6%
15 16
17
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