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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,315 hedge funds and large institutions have $10B invested in iShares Select Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 406 increasing their positions, 405 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,315
Holders Change
+70
Holders Change %
+5.62%
% of All Funds
17.51%
Holding in Top 10
32
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.43%
New
156
Increased
406
Reduced
405
Closed
63
Calls
$235M
Puts
$20.5M
Net Calls
+$215M
Net Calls Change
+$118M

Top Buyers

1
MHI
Miller Howard Investments
New York
+$51.6M
2
Morgan Stanley
Morgan Stanley
New York
+$47.9M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$47.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$41.3M
5
Charles Schwab
Charles Schwab
California
+$32.4M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$569M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$44.6M
3
HNB
Huntington National Bank
Ohio
-$32.7M
4
Two Sigma Investments
Two Sigma Investments
New York
-$13.5M
5
BGDI
BW Gestao de Investimentos
Brazil
-$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
851
Arbor Investment Advisors
North Carolina
$362K -$5.38K -41 -1%
RWM
852
Rockwood Wealth Management
Pennsylvania
$361K +$113K +862 +45%
KAS
853
KPP Advisory Services
Kentucky
$359K +$140K +1,065 +64%
FPW
854
Fairvoy Private Wealth
Alabama
$359K +$359K +2,734 New
PWM
855
Pines Wealth Management
North Carolina
$359K +$359K +2,790 New
OCM
856
Orleans Capital Management
Louisiana
$358K – – –
PCA
857
Providence Capital Advisors
North Carolina
$357K -$4.46K -34 -1%
EWM
858
Empirical Wealth Management
Washington
$357K – – –
PFGIA
859
Patriot Financial Group Insurance Agency
Massachusetts
$356K +$7.48K +57 +2%
WPC
860
Wedmont Private Capital
Pennsylvania
$356K – – –
WP
861
Westmount Partners
California
$356K -$39.9K -304 -10%
OC
862
Oakworth Capital
Alabama
$356K – – –
CWP
863
CFM Wealth Partners
Texas
$354K – – –
NFA
864
Northwest Financial Advisors
Virginia
$352K +$1.18K +9 +0.3%
LWM
865
LongView Wealth Management
Georgia
$352K +$263 +2 +0.1%
DT
866
Diversified Trust
Tennessee
$352K +$352K +2,682 New
CPA
867
Cardiff Park Advisors
California
$351K – – –
DLHL
868
Donald L. Hagan LLC
Florida
$351K – – –
BFO
869
Biltmore Family Office
North Carolina
$350K – – –
BCM
870
Brookstone Capital Management
Illinois
$349K -$54.4K -414 -13%
SNBOSCI
871
Security National Bank of Sioux City Iowa
Iowa
$349K – – –
SIA
872
Soltis Investment Advisors
Utah
$344K +$131 +1 +0%
TF
873
Tudor Financial
Ohio
$344K +$29.1K +222 +9%
PTC
874
Philadelphia Trust Company
Pennsylvania
$343K -$2.63K -20 -0.8%
CA
875
Cornerstone Advisory
Maryland
$341K +$10.3K +76 +3%
33 34
35
36 37