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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 %
QCM
501
QRG Capital Management
Illinois
$1.08M +$25.5K +189 +2%
RPWA
502
Regent Peak Wealth Advisors
Georgia
$1.08M – – –
AWM
503
Alterna Wealth Management
Texas
$1.07M – – –
LC
504
Lindbrook Capital
California
$1.07M -$13.5K -100 -1%
CB
505
Cadence Bank
Mississippi
$1.06M +$1.06M +7,845 New
DW
506
Dodds Wealth
Colorado
$1.05M +$12K +90 +1%
WAG
507
Winthrop Advisory Group
Massachusetts
$1.05M +$8.37K +62 +0.8%
PS
508
Planned Solutions
California
$1.05M +$3.92K +29 +0.4%
AIC
509
Archer Investment Corporation
Indiana
$1.05M +$675 +5 +0.1%
BFA
510
Beacon Financial Advisory
Ohio
$1.05M +$7.29K +54 +0.7%
SNBOSD
511
Security National Bank of So Dak
Iowa
$1.04M – – –
SIMC
512
Squire Investment Management Company
Utah
$1.04M +$158K +1,170 +18%
FFS
513
Founders Financial Securities
Maryland
$1.04M -$776K -5,747 -43%
ABC
514
Associated Banc-Corp
Wisconsin
$1.04M -$39.2K -290 -4%
VCM
515
Virtue Capital Management
Tennessee
$1.04M -$142K -1,050 -12%
LT
516
Legacy Trust
Michigan
$1.04M – – –
AF
517
Apollon Financial
South Carolina
$1.03M +$2.7K +20 +0.3%
EB
518
Eastern Bank
Massachusetts
$1.02M +$1.02M +7,588 New
OAS
519
Optivise Advisory Services
Tennessee
$1.02M – – –
BCWM
520
Bartlett & Co Wealth Management
Ohio
$1.02M -$65K -481 -6%
BHWM
521
Bar Harbor Wealth Management
New Hampshire
$1.01M +$13.4K +99 +1%
KPWS
522
Kestra Private Wealth Services
Texas
$1.01M -$3.11K -23 -0.3%
PPC
523
Park Place Capital
Alabama
$1.01M -$6.08K -45 -0.6%
GAM
524
Gould Asset Management
California
$1M +$25K +185 +3%
SMFG
525
Sumitomo Mitsui Financial Group
Japan
$1M -$14.6K -108 -1%
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