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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 %
MPI
676
Mairs & Power Inc
Minnesota
$578K -$319K -2,365 -36%
SWM
677
Selective Wealth Management
Virginia
$578K +$3.85K +29 +0.7%
FG
678
Fiduciary Group
Georgia
$576K – – –
PVAMC
679
PPS&V Asset Management Consultants
Michigan
$572K -$5.54K -41 -1%
GRP
680
Global Retirement Partners
California
$572K +$61.5K +455 +12%
ABWM
681
Alpine Bank Wealth Management
Colorado
$571K +$571K +4,227 New
TA
682
TFB Advisors
Kansas
$569K -$7.16K -53 -1%
HWMG
683
Hurlow Wealth Management Group
Indiana
$563K -$103K -759 -15%
NFG
684
Nations Financial Group
Iowa
$562K -$5.81K -43 -1%
SWP
685
Strategic Wealth Partners
Ohio
$561K – – –
SAM
686
Secure Asset Management
Michigan
$555K +$1.22K +9 +0.2%
NCM
687
Neumann Capital Management
California
$545K – – –
LA
688
LexAurum Advisors
Kansas
$543K -$42.1K -312 -7%
JIP
689
Jaffetilchin Investment Partners
Florida
$542K -$21.5K -159 -4%
WIC
690
Woodmont Investment Counsel
Tennessee
$542K – – –
AFP
691
Ausdal Financial Partners
Iowa
$542K +$111K +819 +26%
Financial Engines Advisors
692
Financial Engines Advisors
California
$540K +$263K +1,947 +95%
MFS
693
Madrona Financial Services
Washington
$540K – – –
NB
694
Nicolet Bankshares
Wisconsin
$535K – – –
OIA
695
Optimum Investment Advisors
Illinois
$534K +$270 +2 +0.1%
VWWMG
696
Vermillion & White Wealth Management Group
Pennsylvania
$534K – – –
BP
697
BBR Partners
New York
$530K – – –
IWM
698
Integris Wealth Management
California
$530K -$28.5K -211 -5%
MPW
699
Monterey Private Wealth
California
$530K -$540 -4 -0.1%
BWM
700
Birchcreek Wealth Management
Ohio
$528K +$47.7K +353 +10%
26 27
28
29 30