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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 %
AWM
526
Alterna Wealth Management
Texas
$1.04M – – –
LC
527
Lindbrook Capital
California
$1.04M – – –
Q1WB
528
Quest 10 Wealth Builders
Virginia
$1.04M +$1.04M +7,895 New
MA
529
MKT Advisors
California
$1.04M -$179K -1,326 -15%
CCB
530
Country Club Bank
Missouri
$1.03M -$36.7K -280 -3%
GAM
531
Gould Asset Management
California
$1.03M +$55.8K +425 +6%
CA
532
Capital Advantage
California
$1.02M +$1.02M +7,806 New
AIC
533
Archer Investment Corporation
Indiana
$1.02M -$263 -2 -0%
Susquehanna International Group
534
Susquehanna International Group
Pennsylvania
$1.02M -$1.19M -9,093 -54%
SNBOSD
535
Security National Bank of So Dak
Iowa
$1.01M – – –
CTC
536
Central Trust Company
Missouri
$1.01M +$194K +1,475 +24%
SIMC
537
Squire Investment Management Company
Utah
$1.01M – – –
AF
538
Apollon Financial
South Carolina
$1.01M +$11.8K +90 +1%
CB
539
Cadence Bank
Mississippi
$1.01M -$21.5K -164 -2%
ABC
540
Associated Banc-Corp
Wisconsin
$1M -$8.67K -66 -0.9%
EB
541
Eastern Bank
Massachusetts
$996K – – –
OAS
542
Optivise Advisory Services
Tennessee
$990K -$3.68K -28 -0.4%
TW
543
Transform Wealth
Colorado
$985K +$376K +2,866 +62%
BHWM
544
Bar Harbor Wealth Management
New Hampshire
$978K -$4.99K -38 -0.5%
PPC
545
Park Place Capital
Alabama
$977K – – –
LT
546
Legacy Trust
Michigan
$975K -$32.8K -250 -3%
WFA
547
Wellspring Financial Advisors
Ohio
$969K +$131 +1 +0%
FWA
548
Flagship Wealth Advisors
Massachusetts
$967K +$967K +7,368 New
BCWM
549
Bartlett & Co Wealth Management
Ohio
$966K -$25.3K -193 -3%
SSWM
550
Sheets Smith Wealth Management
North Carolina
$964K +$1.05K +8 +0.1%
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