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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 %
KC
851
Kingfisher Capital
North Carolina
$336K +$946 +7 +0.3%
MAG
852
MRA Advisory Group
New Jersey
$335K – – –
AWM
853
AllSquare Wealth Management
New York
$334K – – –
ERWM
854
Elk River Wealth Management
Colorado
$334K – – –
ACP
855
Aveo Capital Partners
Colorado
$334K +$40.8K +302 +14%
LA
856
Lane & Associates
New Jersey
$333K -$2.43K -18 -0.7%
SFWC
857
Strategic Family Wealth Counselors
New Jersey
$332K +$1.22K +9 +0.4%
AO
858
Advisor OS
Illinois
$332K +$332K +2,459 New
IIC
859
Ironwood Investment Counsel
Arizona
$330K – – –
CWM
860
C2C Wealth Management
Arizona
$330K -$6.74K -50 -2%
CA
861
Cornerstone Advisory
Maryland
$330K +$2.3K +17 +0.7%
SAM
862
Silvercrest Asset Management
New York
$329K +$329K +2,438 New
RB
863
Rodgers Brothers
Pennsylvania
$327K – – –
NB
864
Northwest Bancshares
Pennsylvania
$326K – – –
LDB
865
Lee, Danner & Bass
Tennessee
$326K -$118K -875 -27%
CBT
866
CoreFirst Bank & Trust
Kansas
$326K -$21.6K -160 -6%
SIA
867
Schechter Investment Advisors
Michigan
$325K – – –
TF
868
Tudor Financial
Ohio
$324K +$324K +2,396 New
PSF
869
Pacific Sun Financial
California
$323K -$14.9K -110 -4%
CHA
870
Carmichael Hill & Associates
Maryland
$322K – – –
APP
871
Avantax Planning Partners
Iowa
$319K -$527K -3,902 -62%
EW
872
Elyxium Wealth
California
$317K +$317K +2,350 New
PCFFS
873
Pacific Center for Financial Services
California
$317K +$2.43K +18 +0.8%
BWA
874
BlueChip Wealth Advisors
Georgia
$316K – – –
GKIM
875
GW&K Investment Management
Massachusetts
$316K +$87.6K +649 +38%
33 34
35
36 37