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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 %
BSB
751
Bangor Savings Bank
Maine
$473K -$1.05K -8 -0.2%
MLL
752
Moody Lynn & Lieberson
Massachusetts
$473K – – –
ICP
753
Interchange Capital Partners
Pennsylvania
$472K -$22.1K -168 -4%
RL
754
Rogco LP
Oklahoma
$471K -$11K -84 -2%
WWP
755
Waypoint Wealth Partners
California
$471K – – –
FA
756
FC Advisory
Pennsylvania
$465K -$15.6K -119 -3%
FIG
757
FSA Investment Group
Florida
$463K +$463K +3,529 New
HWA
758
HCR Wealth Advisors
California
$463K – – –
HCP
759
Hexagon Capital Partners
Arkansas
$460K – – –
MM
760
Main Management
California
$460K – – –
1WA
761
180 Wealth Advisors
Washington
$460K -$5.38K -41 -1%
BONH
762
Bank of New Hampshire
New Hampshire
$460K – – –
NWA
763
Navis Wealth Advisors
New York
$459K +$919 +7 +0.2%
WPA
764
West Paces Advisors
Georgia
$459K – – –
HZ
765
Hixon Zuercher
Ohio
$459K +$189K +1,437 +70%
JWCA
766
J.W. Coons Advisors
Ohio
$458K – – –
FCIM
767
Fairview Capital Investment Management
California
$456K -$197K -1,500 -30%
OIA
768
Optimum Investment Advisors
Illinois
$454K -$65.5K -499 -13%
IP
769
Investment Partners
Ohio
$454K +$788 +6 +0.2%
SF
770
Summit Financial
New Jersey
$452K +$53K +404 +13%
STA
771
Smith Thornton Advisors
Alabama
$451K – – –
CPSC
772
Carl P. Sherr & Co
Massachusetts
$451K – – –
CG
773
Caprock Group
Idaho
$450K – – –
LDB
774
Lee, Danner & Bass
Tennessee
$448K +$131K +1,000 +41%
BCG
775
Breakwater Capital Group
New Jersey
$446K -$131 -1 -0%
29 30
31
32 33