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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.

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
1
Howard Capital Management
Georgia
$133M
2
Bank of America
2
Bank of America
North Carolina
$1.12B
3
CWM
3
Congress Wealth Management
Massachusetts
$18.3M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$13.5M
5
BGDI
5
BW Gestao de Investimentos
Brazil
$10.8M

Top Sellers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$6.09M
2
MHI
2
Miller Howard Investments
New York
$14.4M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$252M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$303M
5
DBIA
5
Dumont & Blake Investment Advisors
New Jersey
$8.95M
Name Market Value Shares Shares
Change 		Shares
Change %
AG
51
AlTi Global
New York
$22.3M 163,504 -1,677 -1%
VA
52
Valmark Advisers
Ohio
$21.8M 161,224 -1,772 -1%
ACP
53
Arcus Capital Partners
Georgia
$20.9M 154,636 +18,079 +13%
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$20.7M 153,265 -3,164 -2%
Franklin Resources
55
Franklin Resources
California
$20.2M 149,135 +491 +0.3%
William Blair & Company
56
William Blair & Company
Illinois
$20.1M 148,468 +4,082 +3%
Cerity Partners
57
Cerity Partners
New York
$19.9M 147,372 +10,827 +8%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$19.4M 143,618 +2,942 +2%
Fidelity Investments
59
Fidelity Investments
Massachusetts
$18.6M 137,441 +22,833 +20%
CWM
60
Congress Wealth Management
Massachusetts
$18.3M 135,329 +135,329 New
FTWA
61
Fifth Third Wealth Advisors
Ohio
$17.8M 132,122 +10,637 +9%
CIA
62
Capital Investment Advisors
Georgia
$17.2M 127,614 -5,544 -4%
TNBTD
63
Trustmark National Bank Trust Department
Mississippi
$16.6M 122,742 -4,508 -4%
KAS
64
Kestra Advisory Services
Texas
$15.9M 117,888 -20,254 -15%
NAM
65
NTV Asset Management
West Virginia
$15.2M 112,623 -1,425 -1%
CFB
66
Cullen/Frost Bankers
Texas
$15.2M 112,487 -5,492 -5%
IA
67
IFG Advisors
Missouri
$14.6M 107,974 +3,219 +3%
MHI
68
Miller Howard Investments
New York
$14.4M 106,260 -208,880 -66%
Corient Private Wealth
69
Corient Private Wealth
Florida
$14.1M 104,462 +3,326 +3%
AAS
70
Avantax Advisory Services
Texas
$13.5M 100,252 -4,725 -5%
SDWIA
71
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$13.5M 99,620 +2,457 +3%
Two Sigma Investments
72
Two Sigma Investments
New York
$13.5M 99,609 +92,500 +1,301%
KL
73
KWMG LLC
Kansas
$13.4M 99,483 +303 +0.3%
GHA
74
GW Henssler & Associates
Georgia
$13.1M 97,251 +5,586 +6%
BPA
75
Beacon Pointe Advisors
California
$12.7M 94,233 -1,378 -1%
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3
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