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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 %
VCS
476
Vaughan & Co Securities
New Jersey
$1.21M -$3.94K -30 -0.3%
KBFS
477
Kohmann Bosshard Financial Services
Ohio
$1.21M -$81.4K -620 -6%
PA
478
PFG Advisors
Arizona
$1.2M +$42.9K +327 +4%
AWM
479
AE Wealth Management
Kansas
$1.2M +$115K +875 +11%
WFM
480
Wolff Financial Management
Michigan
$1.19M +$1.97K +15 +0.2%
PWW
481
Pettyjohn Wood & White
Virginia
$1.19M – – –
RCAG
482
Rehmann Capital Advisory Group
Michigan
$1.19M -$76.1K -580 -6%
FCFC
483
First Citizens Financial Corp
Iowa
$1.19M – – –
OSAM
484
O'Shaughnessy Asset Management
Connecticut
$1.19M +$79.6K +606 +7%
RIM
485
Rockbridge Investment Management
New York
$1.18M – – –
GM
486
GeoWealth Management
Illinois
$1.17M +$442K +3,363 +60%
PCG
487
Prosperity Consulting Group
Maryland
$1.17M +$103K +783 +10%
CA
488
Continuum Advisory
Idaho
$1.17M +$15.2K +116 +1%
CAL
489
Capital Advisors Ltd
Ohio
$1.17M – – –
SWM
490
Sculati Wealth Management
Michigan
$1.17M – – –
FWIA
491
Fort Washington Investment Advisors
Ohio
$1.17M – – –
WAG
492
Winthrop Advisory Group
Massachusetts
$1.17M +$146K +1,112 +14%
SAM
493
SignalPoint Asset Management
Missouri
$1.17M -$17.3K -132 -1%
IWC
494
Infinity Wealth Counsel
Ohio
$1.16M +$1.16M +8,824 New
GWANC
495
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.16M +$8.01K +61 +0.7%
AQR Capital Management
496
AQR Capital Management
Connecticut
$1.15M -$265K -2,019 -19%
AWMG
497
ADG Wealth Management Group
Louisiana
$1.15M +$1.15M +8,754 New
PAS
498
Park Avenue Securities
New York
$1.15M +$13.3K +101 +1%
PTP
499
Platform Technology Partners
New York
$1.14M – – –
ORC
500
O'Rourke & Company
Massachusetts
$1.13M +$29.5K +225 +3%
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