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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 %
GWANC
476
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.18M -$180K -1,329 -13%
Jones Financial Companies
477
Jones Financial Companies
Missouri
$1.18M +$349K +2,588 +42%
WB
478
Webster Bank
Connecticut
$1.18M – – –
CNBTD
479
Citizens National Bank Trust Department
Mississippi
$1.18M -$37.8K -280 -3%
PTP
480
Platform Technology Partners
New York
$1.17M – – –
EFG
481
Embree Financial Group
Illinois
$1.17M +$2.43K +18 +0.2%
HI
482
Harbour Investments
Wisconsin
$1.17M +$269K +1,994 +30%
PAS
483
Park Avenue Securities
New York
$1.16M +$396K +2,934 +52%
AIP
484
ARS Investment Partners
New York
$1.15M – – –
CWG
485
Cornerstone Wealth Group
North Carolina
$1.15M -$2.7K -20 -0.2%
GPW
486
Gentry Private Wealth
Kansas
$1.15M +$74.4K +551 +7%
SFM
487
Signet Financial Management
New Jersey
$1.14M +$22.8K +169 +2%
MWM
488
Meridian Wealth Management
Kentucky
$1.14M +$1.14M +8,467 New
AWM
489
Axxcess Wealth Management
California
$1.14M +$146K +1,083 +15%
OSAM
490
O'Shaughnessy Asset Management
Connecticut
$1.14M +$414K +3,060 +57%
ORC
491
O'Rourke & Company
Massachusetts
$1.13M -$8.37K -62 -0.7%
CCG
492
Chatham Capital Group
Georgia
$1.12M – – –
CW
493
CreativeOne Wealth
Kansas
$1.12M -$17K -126 -1%
AWM
494
AE Wealth Management
Kansas
$1.11M -$135 -1 -0%
CCB
495
Country Club Bank
Missouri
$1.1M – – –
KMWM
496
Keudell/Morrison Wealth Management
Oregon
$1.1M -$1.35K -10 -0.1%
PCG
497
Prosperity Consulting Group
Maryland
$1.1M +$1.1M +8,132 New
FCH
498
Freestone Capital Holdings
Washington
$1.09M +$28.1K +208 +3%
ICM
499
Islay Capital Management
Texas
$1.09M +$5.94K +44 +0.5%
PTC
500
Private Trust Company
Ohio
$1.08M +$28K +207 +3%
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