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
17.56%
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 %
MAWA
826
Moss Adams Wealth Advisors
Washington
$314K +$41.7K +345 +15%
Bessemer Group
827
Bessemer Group
New Jersey
$314K -$203K -1,674 -39%
CWM
828
Calamos Wealth Management
Illinois
$314K – – –
BBA
829
BLB&B Advisors
Pennsylvania
$312K +$242 +2 +0.1%
CWM
830
Connecticut Wealth Management
Connecticut
$312K -$14.8K -122 -5%
CBT
831
CoreFirst Bank & Trust
Kansas
$311K -$19.4K -160 -6%
GWS
832
Glassman Wealth Services
Virginia
$311K – – –
MAM
833
Mystic Asset Management
Rhode Island
$309K +$1.21K +10 +0.4%
RWB
834
RMR Wealth Builders
New Jersey
$307K -$4.72K -39 -2%
CSIC
835
Clifford Swan Investment Counsel
California
$306K – – –
PMFA
836
Plante Moran Financial Advisors
Michigan
$305K – – –
MAM
837
Marquette Asset Management
Minnesota
$303K – – –
PSF
838
Pacific Sun Financial
California
$303K -$1.21K -10 -0.4%
MCM
839
Mengis Capital Management
Oregon
$302K -$6.05K -50 -2%
CWM
840
C2C Wealth Management
Arizona
$302K – – –
PCM
841
Passive Capital Management
Maryland
$302K +$302K +2,500 New
UBV
842
United Bank (Virginia)
Virginia
$302K +$12.1K +100 +4%
MLA
843
My Legacy Advisors
Oregon
$301K +$605 +5 +0.2%
FT
844
Fiduciary Trust
Massachusetts
$301K -$54K -446 -15%
LA
845
Lane & Associates
New Jersey
$300K +$363 +3 +0.1%
MAG
846
MRA Advisory Group
New Jersey
$300K – – –
KC
847
Kingfisher Capital
North Carolina
$300K +$605 +5 +0.2%
AWM
848
AllSquare Wealth Management
New York
$300K – – –
ERWM
849
Elk River Wealth Management
Colorado
$299K – – –
WCF
850
West Coast Financial
California
$297K – – –
32 33
34
35 36