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
17.55%
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 %
EWM
626
Evermay Wealth Management
Virginia
$607K -$4.84K -40 -0.8%
GI
627
GAMCO Investors
Connecticut
$605K – – –
NAM
628
NorthCrest Asset Manangement
Minnesota
$603K +$2.42K +20 +0.4%
MWM
629
MGB Wealth Management
Texas
$602K – – –
C
630
Certuity
Florida
$602K -$9.07K -75 -1%
TAM
631
TCP Asset Management
Ohio
$601K -$27.2K -225 -4%
SBIA
632
Sheaff Brock Investment Advisors
Indiana
$601K -$47.3K -391 -7%
CIA
633
Concurrent Investment Advisors
Florida
$599K +$93.8K +775 +19%
PWLP
634
Prio Wealth Limited Partnership
Massachusetts
$598K -$3.63K -30 -0.6%
RIA
635
Realta Investment Advisors
Delaware
$597K -$62.5K -517 -9%
HWMG
636
Hurlow Wealth Management Group
Indiana
$596K -$27.3K -226 -4%
GM
637
GeoWealth Management
Illinois
$595K +$595K +4,919 New
JFGIW
638
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$593K -$139K -1,150 -19%
PCA
639
Peddock Capital Advisors
Massachusetts
$592K -$6.9K -57 -1%
WIM
640
Warwick Investment Management
Texas
$587K – – –
HIP
641
HUB Investment Partners
Texas
$586K -$63.6K -526 -10%
WAM
642
Weatherly Asset Management
California
$583K – – –
TW
643
Transform Wealth
Colorado
$579K -$60.5K -500 -9%
BCM
644
BluePointe Capital Management
California
$576K – – –
LNWWM
645
Laird Norton Wetherby Wealth Management
California
$575K -$139K -1,145 -19%
BFG
646
Bleakley Financial Group
New Jersey
$573K -$6.9K -57 -1%
TC
647
TownSquare Capital
Utah
$572K +$148K +1,224 +35%
FCA
648
FinTrust Capital Advisors
South Carolina
$570K +$81.2K +671 +17%
KWS
649
Keystone Wealth Services
California
$563K +$121 +1 +0%
FWM
650
Fonville Wealth Management
Virginia
$562K -$35.4K -293 -6%
24 25
26
27 28