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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 %
FFWM
776
Future Financial Wealth Management
Ohio
$414K – – –
CWA
777
Continuum Wealth Advisors
New York
$413K – – –
VCM
778
Vision Capital Management
Oregon
$412K – – –
SF
779
Summit Financial
New Jersey
$411K -$27.3K -202 -6%
AIA
780
Armor Investment Advisors
North Carolina
$411K -$68.6K -508 -14%
WP
781
Westmount Partners
California
$408K -$28.4K -210 -7%
TA
782
TrueWealth Advisors
Alabama
$405K – – –
AFO
783
Allie Family Office
Florida
$405K +$405K +3,000 New
RMDI
784
R.M. Davis Inc
Maine
$405K – – –
TWM
785
Thrive Wealth Management
Pennsylvania
$405K +$4.59K +34 +1%
AA
786
AF Advisors
California
$404K +$1.08K +8 +0.3%
TCWA
787
Turtle Creek Wealth Advisors
Texas
$403K +$179K +1,328 +80%
NAMP
788
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$400K – – –
HNWA
789
Henrickson Nauta Wealth Advisors
Michigan
$394K – – –
PK
790
Pflug Koory
Nebraska
$393K +$393K +2,912 New
SSB
791
Sandy Spring Bank
Maryland
$392K – – –
OCM
792
One Capital Management
California
$391K -$137K -1,017 -26%
FCM
793
Fogel Capital Management
Florida
$388K – – –
ODG
794
O'Dell Group
Ohio
$387K -$3.38K -25 -0.9%
CMS
795
Capital Market Strategies
Florida
$387K -$675 -5 -0.2%
PA
796
Procyon Advisors
Connecticut
$387K – – –
VIP
797
Vantage Investment Partners
Missouri
$384K – – –
E
798
ETFidea
New York
$383K -$30.1K -223 -7%
BMCM
799
Bryn Mawr Capital Management
Pennsylvania
$382K – – –
OWP
800
Obermeyer Wealth Partners
Colorado
$381K – – –
30 31
32
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