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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 %
CWC
751
Carolinas Wealth Consulting
North Carolina
$447K +$2.97K +22 +0.7%
GIM
752
Grassi Investment Management
California
$447K +$1.35K +10 +0.3%
AF
753
Alerus Financial
North Dakota
$446K – – –
FMII
754
Farmers & Merchants Investments Inc
Nebraska
$445K – – –
CA
755
Cambridge Advisors
Nebraska
$444K – – –
HC
756
Hoese & Co
Minnesota
$442K -$82.4K -610 -16%
SCM
757
Sage Capital Management
New Jersey
$442K +$4.46K +33 +1%
AFG
758
ABLE Financial Group
Arizona
$441K – – –
GFS
759
GYL Financial Synergies
Connecticut
$440K – – –
WG
760
Welch Group
Alabama
$440K +$405 +3 +0.1%
RDFA
761
Ritter Daniher Financial Advisory
Ohio
$439K -$8.1K -60 -2%
MPWT
762
MassMutual Private Wealth & Trust
Connecticut
$439K -$7.43K -55 -2%
PCM
763
Parsons Capital Management
Rhode Island
$435K – – –
MA
764
Montag & Associates
Georgia
$432K +$20.3K +150 +5%
TCM
765
Twele Capital Management
Minnesota
$431K -$5.4K -40 -1%
PMG
766
ProVise Management Group
Florida
$431K – – –
ACA
767
Aspire Capital Advisors
Washington
$430K – – –
PAM
768
Palisade Asset Management
Minnesota
$426K -$8.64K -64 -2%
SFS
769
Stiles Financial Services
Minnesota
$425K -$173K -1,284 -29%
ST
770
Sabal Trust
Florida
$425K – – –
NG
771
Northstar Group
New York
$422K – – –
TCOV
772
Trust Company of Vermont
Vermont
$420K +$22.4K +166 +6%
ESB
773
Essex Savings Bank
Connecticut
$417K -$10.9K -81 -3%
JPWM
774
Jamison Private Wealth Management
Georgia
$415K +$540 +4 +0.1%
BCM
775
Brookstone Capital Management
Illinois
$415K +$71.3K +528 +21%
29 30
31
32 33