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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 %
SFM
501
Signet Financial Management
New Jersey
$1.13M +$16.8K +128 +2%
WB
502
Webster Bank
Connecticut
$1.13M -$19.7K -150 -2%
EFG
503
Embree Financial Group
Illinois
$1.13M -$15.6K -119 -1%
CWG
504
Cornerstone Wealth Group
North Carolina
$1.12M +$8.14K +62 +0.7%
AWA
505
Arkadios Wealth Advisors
Georgia
$1.12M -$91.6K -698 -8%
CNBTD
506
Citizens National Bank Trust Department
Mississippi
$1.12M -$24.3K -185 -2%
AIP
507
ARS Investment Partners
New York
$1.12M – – –
FIM
508
Fernwood Investment Management
Massachusetts
$1.12M -$965K -7,348 -46%
MWM
509
Meridian Wealth Management
Kentucky
$1.11M -$2.23K -17 -0.2%
QCM
510
QRG Capital Management
Illinois
$1.11M +$56.5K +430 +5%
IWM
511
IHT Wealth Management
Illinois
$1.1M -$168K -1,276 -13%
GCA
512
Greenwood Capital Associates
South Carolina
$1.09M +$1.09M +8,324 New
CCG
513
Chatham Capital Group
Georgia
$1.09M – – –
HI
514
Harbour Investments
Wisconsin
$1.09M -$48.6K -370 -4%
IWN
515
Independent Wealth Network
Iowa
$1.09M +$160K +1,222 +17%
TAM
516
Titleist Asset Management
Texas
$1.08M +$149K +1,132 +16%
MWM
517
Modera Wealth Management
New Jersey
$1.07M +$164K +1,248 +18%
KMWM
518
Keudell/Morrison Wealth Management
Oregon
$1.07M – – –
PTC
519
Private Trust Company
Ohio
$1.07M +$15.9K +121 +2%
ICM
520
Islay Capital Management
Texas
$1.07M +$5.12K +39 +0.5%
FCH
521
Freestone Capital Holdings
Washington
$1.06M – – –
MW
522
Marcum Wealth
Ohio
$1.06M +$1.06M +8,062 New
RPWA
523
Regent Peak Wealth Advisors
Georgia
$1.05M – – –
BFA
524
Beacon Financial Advisory
Ohio
$1.05M +$33.9K +258 +3%
DW
525
Dodds Wealth
Colorado
$1.05M -$18.6K -139 -2%
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