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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 %
PWM
701
Provident Wealth Management
Tennessee
$527K – – –
SCM
702
Schnieders Capital Management
California
$520K -$13.5K -100 -3%
NEPWA
703
New England Private Wealth Advisors
Massachusetts
$520K -$82K -607 -14%
TSWM
704
Triangle Securities Wealth Management
North Carolina
$517K – – –
RIA
705
Realta Investment Advisors
Delaware
$515K -$152K -1,122 -23%
SIC
706
Samalin Investment Counsel
New York
$511K -$7.43K -55 -1%
GA
707
GFS Advisors
Texas
$509K +$483K +3,574 +1,833%
SA
708
SpiderRock Advisors
Delaware
$508K -$344K -2,549 -40%
ICP
709
Interchange Capital Partners
Pennsylvania
$508K -$21.9K -162 -4%
CPSAC
710
Chas P. Smith & Associates (CPS)
Florida
$505K +$5.4K +40 +1%
RCG
711
Regatta Capital Group
California
$502K +$12.2K +90 +2%
SWM
712
SeaCrest Wealth Management
New York
$502K +$135 +1 +0%
ML
713
Mayport LLC
Massachusetts
$501K -$270K -1,999 -35%
MAS
714
Meeder Advisory Services
Ohio
$498K +$498K +3,691 New
T
715
TNF
Montana
$498K -$25.5K -189 -5%
RL
716
Rogco LP
Oklahoma
$496K -$72.4K -536 -13%
FA
717
FC Advisory
Pennsylvania
$494K -$51.9K -384 -9%
HCM
718
Highview Capital Management
Illinois
$491K – – –
HIIFS
719
Harel Insurance Investments & Financial Services
Israel
$491K +$441K +3,270 +889%
TCWM
720
Total Clarity Wealth Management
Illinois
$490K -$95.5K -707 -16%
BSA
721
Bull Street Advisors
Georgia
$490K – – –
RTL
722
Red Tortoise LLC
Georgia
$490K +$540 +4 +0.1%
BAM
723
Bellevue Asset Management
Washington
$488K +$675 +5 +0.1%
BSB
724
Bangor Savings Bank
Maine
$488K -$5.27K -39 -1%
MLL
725
Moody Lynn & Lieberson
Massachusetts
$486K – – –
27 28
29
30 31