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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
17.55%
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 %
MBT
601
Montecito Bank & Trust
California
$672K -$7.86K -65 -1%
AIMC
602
Alley Investment Management Company
Illinois
$670K -$2.3K -19 -0.3%
FGA
603
Fortis Group Advisors
New Jersey
$667K +$8.11K +67 +1%
USCWA
604
U.S. Capital Wealth Advisors
Texas
$666K -$94.4K -780 -12%
SC
605
SouthState Corp
Florida
$659K – – –
CCWM
606
Cassaday & Co Wealth Management
Virginia
$659K +$124K +1,022 +23%
CA
607
CapWealth Advisors
Tennessee
$657K +$121 +1 +0%
GLA
608
Good Life Advisors
Pennsylvania
$655K +$3.15K +26 +0.5%
LIA
609
LS Investment Advisors
Michigan
$652K +$10.3K +85 +2%
SEIA
610
Signature Estate & Investment Advisors
California
$652K +$652K +5,389 New
OSAM
611
O'Shaughnessy Asset Management
Connecticut
$650K +$217K +1,791 +50%
BBHC
612
Brown Brothers Harriman & Co
New York
$646K +$65.9K +545 +11%
KWM
613
KFG Wealth Management
Indiana
$641K -$5.44K -45 -0.8%
GSB
614
Greenfield Savings Bank
Massachusetts
$638K -$65.6K -542 -9%
CIA
615
Compass Ion Advisors
Pennsylvania
$635K – – –
VCM
616
Versant Capital Management
Arizona
$635K – – –
MKA
617
M. Kulyk & Associates
Georgia
$630K -$131K -1,083 -17%
NFC
618
Northeast Financial Consultants
Connecticut
$624K – – –
LPAM
619
Lodestar Private Asset Management
California
$623K +$42.2K +349 +7%
Tudor Investment Corp
620
Tudor Investment Corp
Connecticut
$618K +$618K +5,109 New
TCOT
621
Trust Company of Toledo
Ohio
$617K -$45.1K -373 -7%
CWM
622
Cornerstone Wealth Management
Missouri
$617K +$2.3K +19 +0.4%
VWM
623
Venturi Wealth Management
Texas
$615K – – –
JHCP
624
Jackson Hole Capital Partners
Oklahoma
$610K – – –
CF
625
Centaurus Financial
California
$607K -$113K -932 -16%
23 24
25
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