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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 %
CCG
476
Chatham Capital Group
Georgia
$1M – – –
AWM
477
AE Wealth Management
Kansas
$998K -$101K -834 -9%
CFS
478
CRA Financial Services
New Jersey
$997K +$48.8K +403 +5%
IWM
479
IHT Wealth Management
Illinois
$992K -$100K -828 -9%
KMWM
480
Keudell/Morrison Wealth Management
Oregon
$987K – – –
CCB
481
Country Club Bank
Missouri
$984K – – –
ICM
482
Islay Capital Management
Texas
$972K -$32.8K -271 -3%
LC
483
Lindbrook Capital
California
$971K – – –
BCWM
484
Bartlett & Co Wealth Management
Ohio
$971K +$58.2K +481 +6%
RPWA
485
Regent Peak Wealth Advisors
Georgia
$969K -$59K -488 -6%
ABC
486
Associated Banc-Corp
Wisconsin
$967K – – –
RPGK
487
Retirement Planning Group (Kansas)
Kansas
$964K -$3.88M -32,033 -80%
AWM
488
Alterna Wealth Management
Texas
$963K +$963K +7,957 New
GPW
489
Gentry Private Wealth
Kansas
$961K +$961K +7,941 New
Squarepoint
490
Squarepoint
New York
$956K -$6.92M -57,186 -88%
PWM
491
Paulson Wealth Management
Illinois
$956K -$75.5K -624 -7%
FCH
492
Freestone Capital Holdings
Washington
$955K -$67.9K -561 -7%
QCM
493
QRG Capital Management
Illinois
$946K -$82.6K -683 -8%
DW
494
Dodds Wealth
Colorado
$946K +$5.66K +47 +0.6%
PTC
495
Private Trust Company
Ohio
$945K -$15.1K -125 -2%
AIC
496
Archer Investment Corporation
Indiana
$939K -$37.5K -310 -4%
PS
497
Planned Solutions
California
$936K -$39.3K -325 -4%
SNBOSD
498
Security National Bank of So Dak
Iowa
$935K – – –
WAG
499
Winthrop Advisory Group
Massachusetts
$934K -$847 -7 -0.1%
BFA
500
Beacon Financial Advisory
Ohio
$930K +$53.8K +445 +6%
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