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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 %
CGPCS
551
Capital Group Private Client Services
California
$892K -$67.8K -502 -7%
FTUS
552
Flow Traders U.S.
New York
$891K -$4.22M -31,271 -83%
WDG
553
Wealth Dimensions Group
Ohio
$888K +$115K +849 +15%
ST
554
Sageworth Trust
Pennsylvania
$886K -$1.3M -9,616 -59%
AWM
555
Apollon Wealth Management
South Carolina
$880K -$30.9K -229 -3%
JWM
556
Jupiter Wealth Management
Colorado
$877K -$7.02K -52 -0.8%
MFIM
557
Mesirow Financial Investment Management
Illinois
$877K +$38.8K +287 +5%
TCMP
558
Thrive Capital Management (Pennsylvania)
Pennsylvania
$875K -$78.9K -584 -8%
ITIM
559
Indiana Trust & Investment Management
Indiana
$871K +$540K +4,000 +163%
SW
560
Simplicity Wealth
New Jersey
$871K -$2.15M -15,887 -71%
AGC
561
Aspen Grove Capital
Colorado
$862K – – –
AWM
562
Able Wealth Management
New Jersey
$858K – – –
BFS
563
Bradley Foster & Sargent
Connecticut
$858K – – –
KC
564
Kades & Cheifetz
Pennsylvania
$857K -$21.6K -160 -2%
CTC
565
Central Trust Company
Missouri
$844K – – –
FMTC
566
Farmers & Merchants Trust Company
California
$842K – – –
PFA
567
Pathway Financial Advisers
Indiana
$841K +$12.3K +91 +1%
WAL
568
W Advisors LLC
Tennessee
$838K – – –
AP
569
Appleton Partners
Massachusetts
$835K – – –
IC
570
Iconiq Capital
California
$834K +$6.48K +48 +0.8%
CD
571
Chapin Davis
Maryland
$829K – – –
FPCP
572
Fort Point Capital Partners
California
$829K +$2.16K +16 +0.3%
RWS
573
Resolute Wealth Strategies
Mississippi
$829K +$8.24K +61 +1%
AL
574
Aspiriant LLC
California
$824K – – –
WF
575
Warner Financial
Maryland
$824K +$1.76K +13 +0.2%
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