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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 %
PWP
426
Perfromance Wealth Partners
Illinois
$1.21M +$11.1K +92 +0.9%
MCA
427
MSH Capital Advisors
Arizona
$1.21M +$190K +1,570 +19%
DJYG
428
David J. Yvars Group
Florida
$1.2M +$2.78K +23 +0.2%
WWC
429
Waypoint Wealth Counsel
Georgia
$1.2M -$17.1K -141 -1%
FNT
430
First National Trust
Pennsylvania
$1.2M -$60.5K -500 -5%
LFAS
431
Level Four Advisory Services
Texas
$1.19M -$498K -4,119 -29%
KBFS
432
Kohmann Bosshard Financial Services
Ohio
$1.19M – – –
AWA
433
Arkadios Wealth Advisors
Georgia
$1.19M +$388K +3,207 +49%
NP
434
NorthRock Partners
Minnesota
$1.18M +$31.5K +260 +3%
TPI
435
Trust Point Inc
Wisconsin
$1.18M – – –
WTC
436
WhitTier Trust Company
Nevada
$1.17M +$60.5K +500 +5%
RCAG
437
Rehmann Capital Advisory Group
Michigan
$1.17M -$22.4K -185 -2%
TIAA Trust, National Association
438
TIAA Trust, National Association
North Carolina
$1.16M -$20.1K -166 -2%
MIP
439
Marietta Investment Partners
Wisconsin
$1.16M – – –
PWM
440
Perigon Wealth Management
California
$1.16M +$335K +2,770 +41%
RPCONE
441
Retirement Planning Company of New England
Rhode Island
$1.16M +$119K +985 +11%
ONST
442
Old North State Trust
North Carolina
$1.15M -$53.5K -442 -4%
AC
443
Abbrea Capital
California
$1.15M -$24.2K -200 -2%
IRC
444
Investors Research Corp
Georgia
$1.15M -$7.5K -62 -0.7%
EWA
445
EP Wealth Advisors
California
$1.14M -$77.6K -641 -6%
WA
446
Wealth Alliance
New York
$1.14M +$455K +3,764 +66%
OAM
447
Occidental Asset Management
California
$1.14M – – –
IB
448
Intrust Bank
Kansas
$1.14M – – –
VCS
449
Vaughan & Co Securities
New Jersey
$1.13M – – –
IBOK
450
Independence Bank of Kentucky
Kentucky
$1.11M – – –
16 17
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