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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 %
BWG
801
Balanced Wealth Group
Ohio
$380K +$4.32K +32 +1%
SCA
802
Sage Capital Advisors
South Dakota
$380K +$4.19K +31 +1%
SIMG
803
Sonora Investment Management Group
Arizona
$380K – – –
DFS
804
Dixon Fnancial Services
California
$379K – – –
AIA
805
Arbor Investment Advisors
North Carolina
$378K -$11.8K -87 -3%
FFA
806
Founders Financial Alliance
North Carolina
$376K +$1.89K +14 +0.5%
MG
807
Mather Group
Illinois
$374K -$69K -511 -16%
PWM
808
PBMares Wealth Management
Virginia
$373K – – –
PCA
809
Providence Capital Advisors
North Carolina
$372K -$98.2K -727 -21%
ST
810
Sentinel Trust
Texas
$372K – – –
WPC
811
Wedmont Private Capital
Pennsylvania
$369K – – –
EWM
812
Empirical Wealth Management
Washington
$367K -$10.1K -75 -3%
OC
813
Oakworth Capital
Alabama
$366K – – –
SCTC
814
Sanibel Captiva Trust Company
Florida
$366K – – –
CWP
815
CFM Wealth Partners
Texas
$364K -$12.3K -91 -3%
KWAG
816
Kiely Wealth Advisory Group
North Carolina
$362K -$8.3K -60 -2%
LWM
817
LongView Wealth Management
Georgia
$362K +$405 +3 +0.1%
RWM
818
Ritholtz Wealth Management
New York
$362K +$91.2K +675 +34%
NFA
819
Northwest Financial Advisors
Virginia
$361K +$39.2K +290 +12%
CPA
820
Cardiff Park Advisors
California
$361K – – –
DLHL
821
Donald L. Hagan LLC
Florida
$361K – – –
BFO
822
Biltmore Family Office
North Carolina
$360K – – –
FWM
823
FSA Wealth Management
Massachusetts
$360K +$360K +2,665 New
PFGIA
824
Patriot Financial Group Insurance Agency
Massachusetts
$359K +$1.89K +14 +0.5%
SNBOSCI
825
Security National Bank of Sioux City Iowa
Iowa
$359K – – –
31 32
33
34 35