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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 %
MCC
876
Money Concepts Capital
Florida
$316K -$1.08K -8 -0.3%
WF
877
WoodTrust Financial
Wisconsin
$315K +$15.9K +118 +5%
OCM
878
Orion Capital Management
California
$315K -$54K -400 -15%
CG
879
Clarus Group
Texas
$315K – – –
MA
880
MJP Associates
Connecticut
$314K +$314K +2,328 New
DTL
881
Dynamic Technology Lab
Singapore
$314K +$314K +2,324 New
AFS
882
Access Financial Services
Minnesota
$314K – – –
NIC
883
Northwest Investment Counselors
Oregon
$311K -$14K -104 -4%
RT
884
Rockland Trust
Massachusetts
$311K – – –
CWM
885
Castle Wealth Management
Florida
$311K – – –
IAMOG
886
Investors Asset Management of Georgia
Georgia
$309K -$135K -1,000 -30%
AI
887
Accredited Investors
Minnesota
$309K +$62.7K +464 +25%
CG
888
CFO4Life Group
Texas
$309K +$11.3K +84 +4%
IF
889
IRON Financial
Illinois
$308K +$1.76K +13 +0.6%
ACM
890
Allred Capital Management
Texas
$306K +$810 +6 +0.3%
HWA
891
Heritage Wealth Advisors
Virginia
$305K – – –
UAG
892
United Advisor Group
Ohio
$305K +$305K +2,259 New
WCF
893
West Coast Financial
California
$305K -$27K -200 -8%
AIFAIM
894
American Institute for Advanced Investment Management
Arizona
$305K – – –
MAWA
895
Moss Adams Wealth Advisors
Washington
$304K -$46.6K -345 -13%
HH
896
HWG Holdings
Texas
$304K +$304K +2,250 New
CAC
897
Certified Advisory Corp
Florida
$303K – – –
CIAS
898
Capital Investment Advisory Services
North Carolina
$302K +$270 +2 +0.1%
AWG
899
Altus Wealth Group
Colorado
$302K -$80.4K -595 -21%
CCT
900
Capital City Trust
Florida
$300K – – –
34 35
36
37 38