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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.

Holders
1,315
Holders Change
+70
Holders Change %
+5.62%
% of All Funds
17.51%
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
1
Miller Howard Investments
New York
$65.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$864M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$53M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$223M
5
Charles Schwab
5
Charles Schwab
California
$37.9M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$4.36M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$881M
3
HNB
3
Huntington National Bank
Ohio
$37.2M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
BGDI
5
BW Gestao de Investimentos
Brazil
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$50.7M 386,247 +621 +0.2%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$50.6M 385,747 -4,620 -1%
PAG
28
Private Advisor Group
New Jersey
$50.4M 384,003 +186,055 +94%
Mariner
29
Mariner
Kansas
$49.8M 378,997 -19,321 -5%
Stifel Financial
30
Stifel Financial
Missouri
$40.3M 306,725 +29,703 +11%
HighTower Advisors
31
HighTower Advisors
Illinois
$39.6M 301,485 +148 +0%
ANTB
32
AMG National Trust Bank
Colorado
$38.7M 295,675 +1,822 +0.6%
CB
33
Commerce Bank
Missouri
$38.2M 291,319 +1,034 +0.4%
Charles Schwab
34
Charles Schwab
California
$37.9M 288,441 +246,540 +588%
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$37.8M 288,110 -10,973 -4%
HNB
36
Huntington National Bank
Ohio
– – – –
Creative Planning
37
Creative Planning
Kansas
$36.2M 275,839 -6,872 -2%
MP
38
Moment Partners
California
$34.7M 264,610 +264,610 New
Osaic Holdings
39
Osaic Holdings
Arizona
$33.3M 253,132 -43,210 -15%
GT
40
Glenmede Trust
Pennsylvania
$32.5M 247,295 -1,100 -0.4%
CIBC World Market
41
CIBC World Market
Ontario, Canada
$32.3M 246,049 -3,782 -2%
National Bank of Canada
42
National Bank of Canada
Quebec, Canada
$32.2M 245,473 +34,520 +16%
M&T Bank
43
M&T Bank
New York
$30.8M 234,828 +4,998 +2%
LIA
44
LBMC Investment Advisors
Tennessee
$30.7M 233,853 +1,272 +0.5%
AssetMark Inc
45
AssetMark Inc
California
$30.3M 230,816 -4,643 -2%
ETC
46
Exchange Traded Concepts
Oklahoma
$29.5M 224,501 -78,942 -26%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$28.8M 219,389 +1,897 +0.9%
EIP
48
Ellis Investment Partners
Pennsylvania
$28.6M 217,615 -6,949 -3%
SF
49
Synovus Financial
Georgia
$28.1M 214,014 +69 +0%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$28M 213,161 -542 -0.3%
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