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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,315 hedge funds and large institutions have $10B invested in iShares Select Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 406 increasing their positions, 405 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,315
Holders Change
+70
Holders Change %
+5.62%
% of All Funds
17.5%
Holding in Top 10
32
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.43%
New
156
Increased
406
Reduced
405
Closed
63
Calls
$235M
Puts
$20.5M
Net Calls
+$215M
Net Calls Change
+$118M

Top Buyers

1
MHI
Miller Howard Investments
New York
+$51.6M
2
Morgan Stanley
Morgan Stanley
New York
+$47.9M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$47.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$41.3M
5
Charles Schwab
Charles Schwab
California
+$32.4M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$569M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$44.6M
3
HNB
Huntington National Bank
Ohio
-$32.7M
4
Two Sigma Investments
Two Sigma Investments
New York
-$13.5M
5
BGDI
BW Gestao de Investimentos
Brazil
-$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WG
626
Welch Group
Alabama
$722K +$296K +2,260 +69%
USCWA
627
U.S. Capital Wealth Advisors
Texas
$721K – – –
KCM
628
Kanawha Capital Management
Virginia
$715K +$4.46K +34 +0.6%
CCWM
629
Cassaday & Co Wealth Management
Virginia
$715K – – –
Financial Engines Advisors
630
Financial Engines Advisors
California
$713K +$188K +1,431 +36%
HIIFS
631
Harel Insurance Investments & Financial Services
Israel
$701K +$223K +1,700 +47%
SEIA
632
Signature Estate & Investment Advisors
California
$700K -$8.01K -61 -1%
UCB
633
United Community Bank
South Carolina
$696K – – –
FPW
634
Flywheel Private Wealth
California
$695K +$695K +5,294 New
VCM
635
Versant Capital Management
Arizona
$689K – – –
LIM
636
Leavell Investment Management
Alabama
$689K – – –
ACP
637
Argyle Capital Partners
California
$688K +$688K +5,241 New
DWP
638
Daymark Wealth Partners
Ohio
$684K -$44.8K -341 -6%
MKA
639
M. Kulyk & Associates
Georgia
$681K -$1.44K -11 -0.2%
GLA
640
Good Life Advisors
Pennsylvania
$681K -$727K -5,541 -52%
First Manhattan
641
First Manhattan
New York
$680K – – –
TC
642
TownSquare Capital
Utah
$679K +$1.18K +9 +0.2%
NFC
643
Northeast Financial Consultants
Connecticut
$677K – – –
CIA
644
Compass Ion Advisors
Pennsylvania
$677K – – –
JWS
645
Juncture Wealth Strategies
Arizona
$676K +$18.1K +138 +3%
RSF
646
Rik Saylor Financial
Ohio
$675K +$675K +5,138 New
TCOT
647
Trust Company of Toledo
Ohio
$672K +$39.4K +300 +6%
GT
648
Greenleaf Trust
Michigan
$671K -$7.48K -57 -1%
KWM
649
KFG Wealth Management
Indiana
$670K -$25.5K -194 -4%
HIP
650
HUB Investment Partners
Texas
$667K +$44K +335 +7%
24 25
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