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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,207 hedge funds and large institutions have $7.99B invested in iShares Select Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 343 increasing their positions, 470 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,207
Holders Change
-14
Holders Change %
-1.15%
% of All Funds
17.55%
Holding in Top 10
30
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.29%
% of All Funds
0.44%
New
66
Increased
343
Reduced
470
Closed
62
Calls
$76.9M
Puts
$25.7M
Net Calls
+$51.1M
Net Calls Change
+$30.8M

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$48.4M
2
ETC
Exchange Traded Concepts
Oklahoma
+$42.1M
3
MHI
Miller Howard Investments
New York
+$30.5M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$10.8M
5
DBIA
Dumont & Blake Investment Advisors
New Jersey
+$8M

Top Sellers

1
Jane Street
Jane Street
New York
-$73.4M
2
NAM
Nissay Asset Management
Japan
-$73.1M
3
OAC
OMERS Administration Corp
Ontario, Canada
-$44.2M
4
Bank of America
Bank of America
North Carolina
-$34.9M
5
HNB
Huntington National Bank
Ohio
-$28.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPA
726
West Paces Advisors
Georgia
$423K – – –
JWCA
727
J.W. Coons Advisors
Ohio
$422K – – –
HFS
728
Hantz Financial Services
Michigan
$422K +$94.5K +781 +29%
NWA
729
Navis Wealth Advisors
New York
$421K +$47.7K +394 +13%
PCA
730
Providence Capital Advisors
North Carolina
$421K +$36.9K +305 +10%
IP
731
Investment Partners
Ohio
$417K +$484 +4 +0.1%
STA
732
Smith Thornton Advisors
Alabama
$415K +$415K +3,433 New
CPSC
733
Carl P. Sherr & Co
Massachusetts
$415K – – –
CG
734
Caprock Group
Idaho
$414K +$12.1K +100 +3%
LGWM
735
Litman Gregory Wealth Management
California
$411K – – –
ZB
736
Zions Bancorporation
Utah
$410K +$410K +3,390 New
AFG
737
Atomi Financial Group
New York
$409K – – –
BC
738
Barrett & Company
Rhode Island
$405K +$86.6K +716 +27%
SW
739
SlateStone Wealth
Florida
$404K +$83K +685 +26%
MG
740
Mather Group
Illinois
$404K +$67.7K +550 +20%
RDFA
741
Ritter Daniher Financial Advisory
Ohio
$401K +$9.07K +75 +2%
GIM
742
Grassi Investment Management
California
$400K -$134K -1,109 -25%
MPWT
743
MassMutual Private Wealth & Trust
Connecticut
$400K -$31.8K -263 -7%
AF
744
Alerus Financial
North Dakota
$400K – – –
IWS
745
Insight Wealth Strategies
California
$399K -$6.53K -54 -2%
FMII
746
Farmers & Merchants Investments Inc
Nebraska
$399K +$387K +3,198 +3,331%
CA
747
Cambridge Advisors
Nebraska
$398K – – –
CWC
748
Carolinas Wealth Consulting
North Carolina
$398K +$21.3K +176 +6%
IAMOG
749
Investors Asset Management of Georgia
Georgia
$398K – – –
LDB
750
Lee, Danner & Bass
Tennessee
$397K +$397K +3,285 New
28 29
30
31 32