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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
+$48.4M
2
ETC
Exchange Traded Concepts
Oklahoma
+$42.1M
3
MHI
Miller Howard Investments
New York
+$30.5M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$10.8M
5
DBIA
Dumont & Blake Investment Advisors
New Jersey
+$8M

Top Sellers

1
Jane Street
Jane Street
New York
-$73.4M
2
NAM
Nissay Asset Management
Japan
-$73.1M
3
OAC
OMERS Administration Corp
Ontario, Canada
-$44.2M
4
Bank of America
Bank of America
North Carolina
-$34.9M
5
HNB
Huntington National Bank
Ohio
-$28.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TNB
526
Thomasville National Bank
Georgia
$853K – – –
TAM
527
Titleist Asset Management
Texas
$852K -$12.7K -105 -1%
JWM
528
Jupiter Wealth Management
Colorado
$852K – – –
AWM
529
Aprio Wealth Management
Georgia
$851K – – –
RCA
530
Resonant Capital Advisors
Wisconsin
$847K – – –
DFG
531
Dupree Financial Group
Kentucky
$845K +$6.41K +53 +0.8%
CFO
532
CVA Family Office
Colorado
$844K +$28.4K +235 +3%
DAS
533
Dynamic Advisor Solutions
Arizona
$843K -$16.5K -136 -2%
MWM
534
Modera Wealth Management
New Jersey
$835K +$41.3K +341 +5%
RBFC
535
Roman Butler Fullerton & Co
Missouri
$832K -$26K -214 -3%
LWM
536
Lakeridge Wealth Management
Ohio
$832K +$13.9K +115 +2%
LWL
537
Leo Wealth LLC
Texas
$829K -$49.8K -412 -6%
BW
538
BIP Wealth
Georgia
$821K +$223K +1,840 +37%
AWM
539
Apollon Wealth Management
South Carolina
$815K +$5.93K +49 +0.7%
HI
540
Harbour Investments
Wisconsin
$807K +$6.05K +50 +0.8%
MPI
541
Mairs & Power Inc
Minnesota
$804K – – –
DWP
542
Daymark Wealth Partners
Ohio
$797K +$482K +3,986 +153%
QWM
543
Quadcap Wealth Management
Texas
$794K +$25.3K +209 +3%
SIMC
544
Squire Investment Management Company
Utah
$792K +$143K +1,184 +22%
KC
545
Kades & Cheifetz
Pennsylvania
$787K +$4.84K +40 +0.6%
YIH
546
Y-Intercept (HK)
Hong Kong
$776K +$776K +6,415 New
AGC
547
Aspen Grove Capital
Colorado
$772K – – –
AWM
548
Able Wealth Management
New Jersey
$769K -$59.2K -489 -7%
BFS
549
Bradley Foster & Sargent
Connecticut
$768K -$9.07K -75 -1%
SA
550
SpiderRock Advisors
Delaware
$764K +$133K +1,098 +21%
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