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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 %
WWP
726
Waypoint Wealth Partners
California
$484K – – –
1WA
727
180 Wealth Advisors
Washington
$479K -$6.48K -48 -1%
HWA
728
HCR Wealth Advisors
California
$476K – – –
HCP
729
Hexagon Capital Partners
Arkansas
$474K – – –
MM
730
Main Management
California
$473K – – –
BONH
731
Bank of New Hampshire
New Hampshire
$473K – – –
WPA
732
West Paces Advisors
Georgia
$472K – – –
JWCA
733
J.W. Coons Advisors
Ohio
$472K – – –
NWA
734
Navis Wealth Advisors
New York
$472K +$1.08K +8 +0.2%
IP
735
Investment Partners
Ohio
$466K +$810 +6 +0.2%
STA
736
Smith Thornton Advisors
Alabama
$464K – – –
CWM
737
Calamos Wealth Management
Illinois
$464K +$113K +840 +32%
BB
738
Busey Bank
Illinois
$464K -$15.1K -112 -3%
CPSC
739
Carl P. Sherr & Co
Massachusetts
$464K – – –
ICM
740
Ionic Capital Management
New York
$463K +$463K +3,431 New
CG
741
Caprock Group
Idaho
$463K – – –
LGWM
742
Litman Gregory Wealth Management
California
$459K – – –
BCG
743
Breakwater Capital Group
New Jersey
$459K +$27.6K +204 +6%
ZB
744
Zions Bancorporation
Utah
$458K – – –
AFG
745
Atomi Financial Group
New York
$456K -$540 -4 -0.1%
OMC
746
Old Mission Capital
Illinois
$456K +$456K +3,376 New
BC
747
Barrett & Company
Rhode Island
$455K +$3.11K +23 +0.7%
SW
748
SlateStone Wealth
Florida
$452K +$1.08K +8 +0.2%
IWS
749
Insight Wealth Strategies
California
$449K +$3.38K +25 +0.8%
SAW
750
Signal Advisors Wealth
Michigan
$449K +$449K +3,324 New
28 29
30
31 32