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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 %
ONST
451
Old North State Trust
North Carolina
$1.28M – – –
OAM
452
Occidental Asset Management
California
$1.28M +$13.4K +99 +1%
DJYG
453
David J. Yvars Group
Florida
$1.27M -$70.6K -523 -5%
IB
454
Intrust Bank
Kansas
$1.27M – – –
FFN
455
Focus Financial Network
Minnesota
$1.26M -$58.6K -434 -4%
VCS
456
Vaughan & Co Securities
New Jersey
$1.25M -$10.3K -76 -0.8%
JAG
457
Journey Advisory Group
Kentucky
$1.25M – – –
AWA
458
Arkadios Wealth Advisors
Georgia
$1.25M -$76.4K -566 -6%
CFS
459
CRA Financial Services
New Jersey
$1.25M +$134K +995 +12%
SMC
460
Smith, Moore & Co
Missouri
$1.25M -$129K -954 -9%
PWW
461
Pettyjohn Wood & White
Virginia
$1.22M +$251K +1,859 +26%
GC
462
Grimes & Company
Massachusetts
$1.22M +$6.48K +48 +0.5%
WFM
463
Wolff Financial Management
Michigan
$1.22M +$1.22M +9,055 New
RWP
464
RWA Wealth Partners
Massachusetts
$1.22M +$810 +6 +0.1%
FCFC
465
First Citizens Financial Corp
Iowa
$1.22M – – –
SAM
466
SignalPoint Asset Management
Missouri
$1.21M -$1.08K -8 -0.1%
CA
467
Continuum Advisory
Idaho
$1.21M +$13.9K +101 +1%
RIM
468
Rockbridge Investment Management
New York
$1.21M – – –
MA
469
MKT Advisors
California
$1.21M -$4.02K -30 -0.3%
CAL
470
Capital Advisors Ltd
Ohio
$1.2M – – –
SWM
471
Sculati Wealth Management
Michigan
$1.2M – – –
FWIA
472
Fort Washington Investment Advisors
Ohio
$1.2M – – –
IBOK
473
Independence Bank of Kentucky
Kentucky
$1.2M -$47.3K -350 -4%
KWM
474
Kingsview Wealth Management
Oregon
$1.2M +$675 +5 +0.1%
PA
475
PFG Advisors
Arizona
$1.19M -$50.4K -373 -4%
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