DVY icon

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 %
PGA
651
Portland Global Advisors
Maine
$649K -$128K -950 -17%
BCM
652
BluePointe Capital Management
California
$643K – – –
LNWWM
653
Laird Norton Wetherby Wealth Management
California
$642K – – –
HIP
654
HUB Investment Partners
Texas
$641K -$13.2K -98 -2%
AFO
655
Arrowroot Family Office
California
$639K -$128K -945 -17%
FCA
656
FinTrust Capital Advisors
South Carolina
$638K +$1.35K +10 +0.2%
KWS
657
Keystone Wealth Services
California
$629K +$405 +3 +0.1%
Citadel Advisors
658
Citadel Advisors
Florida
$628K -$5.93M -43,878 -90%
TW
659
Transform Wealth
Colorado
$627K -$20.3K -150 -3%
FWM
660
Fonville Wealth Management
Virginia
$625K -$2.3K -17 -0.4%
FFW
661
Fusion Family Wealth
New York
$617K +$405 +3 +0.1%
MSWM
662
Mowery & Schoenfeld Wealth Management
Illinois
$614K – – –
SWA
663
Strategies Wealth Advisors
Michigan
$614K +$6.89K +51 +1%
HWA
664
Heartwood Wealth Advisors
Virginia
$611K – – –
BFG
665
Bleakley Financial Group
New Jersey
$610K -$29.3K -217 -5%
HAIM
666
Hunter Associates Investment Management
Pennsylvania
$609K – – –
SW
667
SkyOak Wealth
Michigan
$609K +$85.6K +634 +16%
DP
668
Dearborn Partners
Illinois
$607K +$15.1K +112 +3%
CWM
669
Cahaba Wealth Management
Georgia
$605K +$4.86K +36 +0.8%
BNP Paribas Financial Markets
670
BNP Paribas Financial Markets
France
$601K -$21.5K -159 -3%
EWA
671
Exencial Wealth Advisors
Oklahoma
$594K -$31.9K -236 -5%
SFS
672
Summit Financial Strategies
Ohio
$593K – – –
MWM
673
MGB Wealth Management
Texas
$592K -$58.1K -430 -9%
WCG
674
Weaver Consulting Group
California
$587K – – –
OFG
675
Oxford Financial Group
Indiana
$586K – – –
25 26
27
28 29