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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 %
CA
626
CapWealth Advisors
Tennessee
$685K -$49.2K -364 -7%
JHCP
627
Jackson Hole Capital Partners
Oklahoma
$681K – – –
TAM
628
TCP Asset Management
Ohio
$681K +$9.86K +73 +1%
LPAM
629
Lodestar Private Asset Management
California
$680K -$15.8K -117 -2%
EWM
630
Evermay Wealth Management
Virginia
$677K – – –
JWS
631
Juncture Wealth Strategies
Arizona
$677K -$131K -973 -16%
JFGIW
632
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$676K +$13.5K +100 +2%
GI
633
GAMCO Investors
Connecticut
$675K – – –
FCIM
634
Fairview Capital Investment Management
California
$672K +$672K +4,976 New
LIA
635
LS Investment Advisors
Michigan
$668K -$60.8K -450 -8%
PWLP
636
Prio Wealth Limited Partnership
Massachusetts
$666K -$2.03K -15 -0.3%
PWM
637
Paulson Wealth Management
Illinois
$664K -$403K -2,984 -38%
AMCA
638
Arthur M. Cohen & Associates
Illinois
$663K +$102K +755 +18%
PCA
639
Peddock Capital Advisors
Massachusetts
$662K +$1.22K +9 +0.2%
GVAG
640
Great Valley Advisor Group
Delaware
$661K +$36.8K +272 +6%
IRC
641
Investors Research Corp
Georgia
$660K -$619K -4,580 -48%
BW
642
BIP Wealth
Georgia
$659K -$257K -1,906 -28%
CAG
643
Crestwood Advisors Group
Massachusetts
$656K -$136K -1,005 -17%
BFC
644
Bedel Financial Consulting
Indiana
$655K +$80.6K +597 +14%
MBT
645
Montecito Bank & Trust
California
$654K -$95.8K -709 -13%
C
646
Certuity
Florida
$652K -$20.5K -152 -3%
BBHC
647
Brown Brothers Harriman & Co
New York
$651K -$69.8K -517 -10%
CF
648
Centaurus Financial
California
$651K -$26.9K -199 -4%
TCOT
649
Trust Company of Toledo
Ohio
$651K -$38.1K -282 -6%
WAM
650
Weatherly Asset Management
California
$650K -$675 -5 -0.1%
24 25
26
27 28