DVY icon

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 %
APP
551
Avantax Planning Partners
Iowa
$758K -$3.51K -29 -0.5%
CTC
552
Central Trust Company
Missouri
$756K – – –
GT
553
Greenleaf Trust
Michigan
$756K +$60.5K +500 +9%
FMTC
554
Farmers & Merchants Trust Company
California
$754K -$15.8K -131 -2%
HPC
555
HM Payson & Co
Maine
$752K +$36.1K +298 +5%
MFIM
556
Mesirow Financial Investment Management
Illinois
$751K -$121 -1 -0%
WAL
557
W Advisors LLC
Tennessee
$751K -$28.6K -236 -4%
AP
558
Appleton Partners
Massachusetts
$748K – – –
Jones Financial Companies
559
Jones Financial Companies
Missouri
$747K +$610K +5,042 +446%
CD
560
Chapin Davis
Maryland
$743K -$21.3K -176 -3%
IC
561
Iconiq Capital
California
$741K +$382K +3,159 +106%
FPCP
562
Fort Point Capital Partners
California
$740K +$39.6K +327 +6%
WP
563
WealthPLAN Partners
Nebraska
$740K -$45.1K -373 -6%
PFA
564
Pathway Financial Advisers
Indiana
$740K +$10.1K +84 +1%
AL
565
Aspiriant LLC
California
$738K – – –
WA
566
WealthTrust Axiom
Pennsylvania
$737K -$2.06K -17 -0.3%
WA
567
Wambolt & Associates
Colorado
$737K -$103K -855 -12%
D.E. Shaw & Co
568
D.E. Shaw & Co
New York
$737K +$737K +6,089 New
WF
569
Warner Financial
Maryland
$736K +$967 +8 +0.1%
RWS
570
Resolute Wealth Strategies
Mississippi
$735K -$8.35K -69 -1%
FA
571
Fagan Associates
New York
$734K +$24.7K +204 +3%
CCMG
572
Clark Capital Management Group
Pennsylvania
$732K -$20K -165 -3%
DIP
573
DT Investment Partners
Pennsylvania
$726K – – –
MC
574
Moors & Cabot
Massachusetts
$725K +$48.9K +404 +7%
JWS
575
Juncture Wealth Strategies
Arizona
$724K -$33.6K -278 -4%
21 22
23
24 25