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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 %
NWMG
701
Nicholson Wealth Management Group
South Carolina
$561K +$561K +4,273 New
FG
702
Fiduciary Group
Georgia
$560K – – –
NFG
703
Nations Financial Group
Iowa
$559K +$12.9K +98 +2%
AB
704
ANB Bank
Colorado
$558K +$558K +4,249 New
RCM
705
Riggs Capital Management
Utah
$557K +$557K +4,245 New
MFG
706
Merit Financial Group
Georgia
$556K -$193K -1,467 -26%
SWP
707
Strategic Wealth Partners
Ohio
$556K -$8.01K -59 -1%
PVAMC
708
PPS&V Asset Management Consultants
Michigan
$556K – – –
NFTC
709
North Forty Two & Co
Oregon
$555K +$555K +4,227 New
ALA
710
Atlas Legacy Advisors
California
$554K +$554K +4,222 New
MAS
711
Meeder Advisory Services
Ohio
$551K +$66.7K +508 +14%
TA
712
TFB Advisors
Kansas
$549K -$4.46K -34 -0.8%
Jane Street
713
Jane Street
New York
$548K -$149K -1,134 -21%
HWMG
714
Hurlow Wealth Management Group
Indiana
$547K – – –
MA
715
Mezzasalma Advisors
New Jersey
$540K +$540K +4,115 New
RIA
716
Realta Investment Advisors
Delaware
$540K +$37.5K +284 +7%
BNP Paribas Financial Markets
717
BNP Paribas Financial Markets
France
$539K -$45.4K -346 -8%
GRP
718
Global Retirement Partners
California
$539K -$16.9K -129 -3%
NF
719
Nikulski Financial
Iowa
$535K -$4.5M -34,309 -89%
PCA
720
Peddock Capital Advisors
Massachusetts
$532K -$112K -851 -17%
LGWM
721
Litman Gregory Wealth Management
California
$531K +$84.3K +642 +19%
JIP
722
Jaffetilchin Investment Partners
Florida
$530K +$3.15K +24 +0.6%
WIC
723
Woodmont Investment Counsel
Tennessee
$527K – – –
LA
724
LexAurum Advisors
Kansas
$524K -$4.46K -34 -0.8%
RCG
725
Regatta Capital Group
California
$521K +$32.8K +250 +7%
27 28
29
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