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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 %
WFA
526
Wellspring Financial Advisors
Ohio
$997K -$405 -3 -0%
PP
527
Patten & Patten
Tennessee
$997K -$25.3K -187 -2%
Squarepoint
528
Squarepoint
New York
$997K -$70.9K -525 -7%
TNB
529
Thomasville National Bank
Georgia
$992K +$40.5K +300 +4%
SSWM
530
Sheets Smith Wealth Management
North Carolina
$991K +$1.35K +10 +0.1%
NLP
531
Next Level Private
New York
$957K +$703K +5,206 +277%
IWN
532
Independent Wealth Network
Iowa
$955K -$33.1K -245 -3%
RWA
533
River Wealth Advisors
Pennsylvania
$954K – – –
TAM
534
Titleist Asset Management
Texas
$953K +$1.89K +14 +0.2%
Koshinski Asset Management
535
Koshinski Asset Management
Illinois
$953K -$37.1K -275 -4%
CW
536
Code Waechter
Florida
$952K +$952K +7,049 New
AWM
537
Aprio Wealth Management
Georgia
$950K – – –
RCA
538
Resonant Capital Advisors
Wisconsin
$945K – – –
CFO
539
CVA Family Office
Colorado
$943K +$1.22K +9 +0.1%
SSWM
540
Strait & Sound Wealth Management
California
$940K -$238K -1,760 -20%
MWM
541
Modera Wealth Management
New Jersey
$932K – – –
RBFC
542
Roman Butler Fullerton & Co
Missouri
$927K – – –
CAAS
543
Capital Asset Advisory Services
Michigan
$926K -$53.5K -403 -5%
LWM
544
Lakeridge Wealth Management
Ohio
$925K -$3.11K -23 -0.3%
RPGK
545
Retirement Planning Group (Kansas)
Kansas
$924K -$153K -1,133 -14%
DFG
546
Dupree Financial Group
Kentucky
$921K -$22.8K -169 -2%
OHWP
547
Oak Harbor Wealth Partners
North Carolina
$913K -$40.4K -299 -4%
LNB
548
Ledyard National Bank
$910K -$82.8K -613 -8%
LWL
549
Leo Wealth LLC
Texas
$908K -$18.4K -136 -2%
Qube Research & Technologies (QRT)
550
Qube Research & Technologies (QRT)
United Kingdom
$905K +$905K +6,697 New
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