DVY icon

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 %
SCA
801
Sage Capital Advisors
South Dakota
$336K +$2.66K +22 +0.8%
FFA
802
Founders Financial Alliance
North Carolina
$335K +$1.21K +10 +0.4%
SIA
803
Soltis Investment Advisors
Utah
$335K -$11K -91 -3%
BWG
804
Balanced Wealth Group
Ohio
$335K +$2.65K +22 +0.8%
PWM
805
PBMares Wealth Management
Virginia
$334K – – –
ST
806
Sentinel Trust
Texas
$333K – – –
CAS
807
Coppell Advisory Solutions
Texas
$331K +$331K +2,732 New
OCM
808
Orion Capital Management
California
$330K – – –
OC
809
Oakworth Capital
Alabama
$328K -$4.84K -40 -1%
PTC
810
Philadelphia Trust Company
Pennsylvania
$328K +$1.81K +15 +0.6%
SCTC
811
Sanibel Captiva Trust Company
Florida
$328K -$60.5K -500 -16%
BCM
812
Brookstone Capital Management
Illinois
$327K -$26.7K -208 -8%
GCP
813
GSA Capital Partners
United Kingdom
$326K -$3.27K -27 -1%
BSW
814
Buckingham Strategic Wealth
Missouri
$325K +$1.21K +10 +0.4%
LWM
815
LongView Wealth Management
Georgia
$324K +$363 +3 +0.1%
CPA
816
Cardiff Park Advisors
California
$323K +$2.42K +20 +0.8%
DLHL
817
Donald L. Hagan LLC
Florida
$323K – – –
BFO
818
Biltmore Family Office
North Carolina
$323K +$77.8K +643 +32%
9WM
819
9258 Wealth Management
Ohio
$322K +$103K +854 +47%
SNBOSCI
820
Security National Bank of Sioux City Iowa
Iowa
$321K – – –
OCM
821
Orleans Capital Management
Louisiana
$321K – – –
PVI
822
Pine Valley Investments
New Jersey
$320K -$10.4K -86 -3%
PFGIA
823
Patriot Financial Group Insurance Agency
Massachusetts
$320K +$363 +3 +0.1%
CFS
824
Commonwealth Financial Services
West Virginia
$318K -$23.4K -195 -7%
Wolverine Trading
825
Wolverine Trading
Illinois
$315K +$315K +2,605 New
31 32
33
34 35