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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 %
BWA
426
Blodgett Wealth Advisors
California
$1.43M – – –
SWM
427
Sugarloaf Wealth Management
Georgia
$1.42M +$405 +3 +0%
GHAM
428
Gilman Hill Asset Management
Connecticut
$1.42M +$1.12M +8,255 +370%
VCA
429
Verdence Capital Advisors
Maryland
$1.41M +$5.81K +43 +0.4%
PWP
430
Perfromance Wealth Partners
Illinois
$1.41M +$56.2K +416 +4%
AAMC
431
Asset Allocation & Management Company
Illinois
$1.39M – – –
TPI
432
Trust Point Inc
Wisconsin
$1.38M +$62.8K +465 +5%
TWP
433
Tyche Wealth Partners
Texas
$1.38M -$3.24K -24 -0.2%
PWM
434
Perigon Wealth Management
California
$1.38M +$80.1K +593 +6%
IWP
435
Invenio Wealth Partners
Florida
$1.37M – – –
BAM
436
Belpointe Asset Management
Nevada
$1.37M +$6.08K +45 +0.4%
TWA
437
TCI Wealth Advisors
Arizona
$1.37M -$19.2K -142 -1%
WWC
438
Waypoint Wealth Counsel
Georgia
$1.36M +$24.7K +183 +2%
DWM
439
Dakota Wealth Management
Florida
$1.35M -$19.6K -145 -1%
CIAS
440
CBIZ Investment Advisory Services
Ohio
$1.35M +$202K +1,495 +18%
RBC
441
Romano Brothers & Co
Illinois
$1.34M -$15.5K -115 -1%
KBFS
442
Kohmann Bosshard Financial Services
Ohio
$1.33M – – –
ACA
443
Aptus Capital Advisors
Alabama
$1.33M -$182K -1,351 -12%
NP
444
NorthRock Partners
Minnesota
$1.32M -$2.43K -18 -0.2%
RCAG
445
Rehmann Capital Advisory Group
Michigan
$1.3M -$270 -2 -0%
IWM
446
IHT Wealth Management
Illinois
$1.3M +$194K +1,436 +18%
MIP
447
Marietta Investment Partners
Wisconsin
$1.3M – – –
FNT
448
First National Trust
Pennsylvania
$1.3M -$40K -296 -3%
VCM
449
Viewpoint Capital Management
Washington
$1.3M +$150K +1,113 +13%
RPCONE
450
Retirement Planning Company of New England
Rhode Island
$1.29M +$1.08K +8 +0.1%
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