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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 %
SGCA
601
Steel Grove Capital Advisors
Tennessee
$746K -$34.4K -255 -4%
CFP
602
Catalyst Financial Partners
Massachusetts
$745K -$32.4K -240 -4%
USCWA
603
U.S. Capital Wealth Advisors
Texas
$742K -$945 -7 -0.1%
HCM
604
Hilton Capital Management
New York
$737K +$737K +5,455 New
CCWM
605
Cassaday & Co Wealth Management
Virginia
$736K – – –
KCM
606
Kanawha Capital Management
Virginia
$731K -$26.9K -199 -4%
SEIA
607
Signature Estate & Investment Advisors
California
$728K +$135 +1 +0%
Jane Street
608
Jane Street
New York
$717K -$717K -5,306 -50%
UCB
609
United Community Bank
South Carolina
$716K -$47.5K -352 -6%
KWM
610
KFG Wealth Management
Indiana
$715K – – –
WA
611
Wambolt & Associates
Colorado
$714K -$110K -820 -13%
VCM
612
Versant Capital Management
Arizona
$709K – – –
LIM
613
Leavell Investment Management
Alabama
$709K +$223K +1,648 +46%
CWM
614
Cornerstone Wealth Management
Missouri
$703K +$14.3K +106 +2%
MKA
615
M. Kulyk & Associates
Georgia
$702K -$1.08K -8 -0.2%
CIA
616
Concurrent Investment Advisors
Florida
$701K +$32K +237 +5%
CNB
617
Camden National Bank
Maine
$700K -$101K -750 -13%
First Manhattan
618
First Manhattan
New York
$700K +$72.9K +540 +12%
GT
619
Greenleaf Trust
Michigan
$698K -$145K -1,076 -17%
SBIA
620
Sheaff Brock Investment Advisors
Indiana
$698K +$27.3K +202 +4%
GSB
621
Greenfield Savings Bank
Massachusetts
$698K -$14.5K -107 -2%
TC
622
TownSquare Capital
Utah
$697K +$58.4K +432 +9%
NFC
623
Northeast Financial Consultants
Connecticut
$697K – – –
CIA
624
Compass Ion Advisors
Pennsylvania
$696K – – –
VWM
625
Venturi Wealth Management
Texas
$687K – – –
23 24
25
26 27