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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 %
AFG
751
ABLE Financial Group
Arizona
$395K +$395K +3,262 New
GFS
752
GYL Financial Synergies
Connecticut
$394K -$43.1K -356 -10%
WG
753
Welch Group
Alabama
$393K +$242 +2 +0.1%
SF
754
Summit Financial
New Jersey
$392K +$392K +3,244 New
SCM
755
Sage Capital Management
New Jersey
$392K +$2.66K +22 +0.7%
TCM
756
Twele Capital Management
Minnesota
$391K – – –
PCM
757
Parsons Capital Management
Rhode Island
$390K -$121K -1,000 -24%
PAM
758
Palisade Asset Management
Minnesota
$390K – – –
WP
759
Westmount Partners
California
$388K +$7.58K +63 +2%
CPG
760
Custom Portfolio Group
Colorado
$387K -$84.7K -700 -18%
AFP
761
Ausdal Financial Partners
Iowa
$386K +$484 +4 +0.1%
PMG
762
ProVise Management Group
Florida
$386K -$3.87K -32 -1%
BCG
763
Breakwater Capital Group
New Jersey
$386K +$7.5K +62 +2%
ACA
764
Aspire Capital Advisors
Washington
$385K – – –
ESB
765
Essex Savings Bank
Connecticut
$383K +$3.27K +27 +0.9%
ST
766
Sabal Trust
Florida
$380K -$36.3K -300 -9%
NG
767
Northstar Group
New York
$378K -$3.87K -32 -1%
PFM
768
Phillips Financial Management
Indiana
$374K -$234K -1,934 -38%
WSFS
769
Wilmington Savings Fund Society
Delaware
$372K +$161K +1,333 +76%
JPWM
770
Jamison Private Wealth Management
Georgia
$371K +$363 +3 +0.1%
FFWM
771
Future Financial Wealth Management
Ohio
$371K – – –
E
772
ETFidea
New York
$370K -$62.5K -517 -14%
CWA
773
Continuum Wealth Advisors
New York
$370K – – –
VCM
774
Vision Capital Management
Oregon
$369K – – –
MA
775
Montag & Associates
Georgia
$369K – – –
29 30
31
32 33