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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 %
WA
576
WealthTrust Axiom
Pennsylvania
$823K – – –
FA
577
Fagan Associates
New York
$820K +$675 +5 +0.1%
DAS
578
Dynamic Advisor Solutions
Arizona
$819K -$123K -908 -13%
SC
579
SouthState Corp
Florida
$818K +$81.9K +606 +11%
CCMG
580
Clark Capital Management Group
Pennsylvania
$817K – – –
DIP
581
DT Investment Partners
Pennsylvania
$810K – – –
TA
582
TruWealth Advisors
Louisiana
$805K +$2.03K +15 +0.3%
MC
583
Moors & Cabot
Massachusetts
$801K -$8.78K -65 -1%
HPC
584
HM Payson & Co
Maine
$799K -$40.3K -298 -5%
QWM
585
Quadcap Wealth Management
Texas
$798K -$88.1K -652 -10%
WP
586
WealthPLAN Partners
Nebraska
$798K -$28.9K -214 -3%
LBC
587
Lowe Brockenbrough & Co
Virginia
$795K – – –
CIA
588
Choate Investment Advisors
Massachusetts
$786K -$198K -1,467 -20%
GPA
589
Guerra Pan Advisors
New Jersey
$784K +$23.1K +171 +3%
TYCC
590
Texas Yale Capital Corp
Florida
$783K – – –
SWM
591
Spire Wealth Management
Virginia
$775K -$17K -126 -2%
MFG
592
Merit Financial Group
Georgia
$770K +$502K +3,714 +187%
ANBT
593
American National Bank & Trust
Texas
$766K – – –
WPW
594
Waldron Private Wealth
Pennsylvania
$762K +$4.05K +30 +0.5%
AWM
595
Avior Wealth Management
Nebraska
$757K -$1.49K -11 -0.2%
DWT
596
Dorsey & Whitney Trust
South Dakota
$754K – – –
GM
597
GeoWealth Management
Illinois
$752K +$87.5K +648 +13%
AIMC
598
Alley Investment Management Company
Illinois
$751K +$2.97K +22 +0.4%
DWP
599
Daymark Wealth Partners
Ohio
$750K -$140K -1,035 -16%
MIM
600
Marco Investment Management
Georgia
$748K -$30.9K -229 -4%
22 23
24
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