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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 %
PWP
426
Precedent Wealth Partners
Texas
$1.46M -$157K -1,198 -10%
GEA
427
Glen Eagle Advisors
New Jersey
$1.46M +$34.1K +260 +2%
FFS
428
Founders Financial Securities
Maryland
$1.45M +$439K +3,345 +43%
VPP
429
Vertex Planning Partners
Illinois
$1.45M -$6.7K -51 -0.5%
MCCP
430
Mission Creek Capital Partners
California
$1.45M -$28.9K -220 -2%
CSP
431
Cary Street Partners
Virginia
$1.45M +$1.45M +11,007 New
EWM
432
Edge Wealth Management
New York
$1.44M +$16.4K +125 +1%
XF
433
XML Financial
Maryland
$1.44M -$5.12K -39 -0.4%
BFPW
434
BOK Financial Private Wealth
Colorado
$1.43M -$42.1K -321 -3%
MWM
435
Mascoma Wealth Management
New Hampshire
$1.43M -$92.6K -705 -6%
WF
436
Welch & Forbes
Massachusetts
$1.41M -$2.63K -20 -0.2%
SVWAG
437
Sound View Wealth Advisors Group
Georgia
$1.4M +$1.84K +14 +0.1%
SC
438
Savant Capital
Illinois
$1.4M -$76K -579 -5%
BWA
439
Blodgett Wealth Advisors
California
$1.39M – – –
SWM
440
Sugarloaf Wealth Management
Georgia
$1.38M +$263 +2 +0%
VCA
441
Verdence Capital Advisors
Maryland
$1.37M -$4.99K -38 -0.4%
WT
442
Whittier Trust
California
$1.37M -$63K -480 -4%
KP
443
Keel Point
Alabama
$1.37M -$87.8K -669 -6%
BAM
444
Belpointe Asset Management
Nevada
$1.35M -$10.2K -76 -0.7%
AAMC
445
Asset Allocation & Management Company
Illinois
$1.35M – – –
PWM
446
Perigon Wealth Management
California
$1.35M -$17.8K -133 -1%
AGWCA
447
Annis Gardner Whiting Capital Advisors
Florida
$1.34M +$1.1M +8,384 +452%
TWP
448
Tyche Wealth Partners
Texas
$1.34M -$6.43K -49 -0.5%
IWP
449
Invenio Wealth Partners
Florida
$1.34M – – –
WWC
450
Waypoint Wealth Counsel
Georgia
$1.33M +$4.46K +34 +0.3%
16 17
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