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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 %
NB
726
Nicolet Bankshares
Wisconsin
$520K – – –
VWWMG
727
Vermillion & White Wealth Management Group
Pennsylvania
$519K – – –
BWM
728
Birchcreek Wealth Management
Ohio
$517K +$3.81K +29 +0.7%
BP
729
BBR Partners
New York
$515K – – –
GA
730
GFS Advisors
Texas
$514K +$19.4K +148 +4%
SCTC
731
Sanibel Captiva Trust Company
Florida
$513K +$158K +1,200 +44%
BF
732
Baring Financial
Washington
$508K +$508K +3,873 New
SIC
733
Samalin Investment Counsel
New York
$505K +$7.88K +60 +2%
MFS
734
Madrona Financial Services
Washington
$504K -$20.5K -156 -4%
TSWM
735
Triangle Securities Wealth Management
North Carolina
$502K – – –
NCM
736
Neumann Capital Management
California
$501K -$28.8K -219 -5%
BB
737
Busey Bank
Illinois
$501K +$50.5K +385 +11%
SCM
738
Schnieders Capital Management
California
$500K -$5.25K -40 -1%
PWM
739
Provident Wealth Management
Tennessee
$500K -$12.5K -95 -2%
SAM
740
Secure Asset Management
Michigan
$497K -$41.6K -317 -8%
SWM
741
SeaCrest Wealth Management
New York
$492K +$4.07K +31 +0.8%
IWM
742
Integris Wealth Management
California
$488K -$27.3K -208 -5%
ML
743
Mayport LLC
Massachusetts
$488K +$525 +4 +0.1%
CPSAC
744
Chas P. Smith & Associates (CPS)
Florida
$482K -$9.19K -70 -2%
OPAM
745
Ocean Park Asset Management
California
$478K +$478K +3,640 New
RTL
746
Red Tortoise LLC
Georgia
$477K +$394 +3 +0.1%
MPW
747
Monterey Private Wealth
California
$477K -$38.7K -295 -8%
BSA
748
Bull Street Advisors
Georgia
$476K – – –
BAM
749
Bellevue Asset Management
Washington
$476K +$788 +6 +0.2%
TCWM
750
Total Clarity Wealth Management
Illinois
$475K -$1.97K -15 -0.4%
28 29
30
31 32