DVY icon

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 %
GAM
876
Grandview Asset Management
Pennsylvania
$341K +$341K +2,600 New
CNBOF
877
City National Bank of Florida
Florida
$340K +$340K +2,593 New
Squarepoint
878
Squarepoint
New York
$339K -$630K -4,797 -65%
GWS
879
Glassman Wealth Services
Virginia
$337K – – –
RWB
880
RMR Wealth Builders
New Jersey
$337K +$3.28K +25 +1%
AFTS
881
American Financial & Tax Strategies
New York
$335K – – –
CFIA
882
Cantor Fitzgerald Investment Advisors
New York
$335K – – –
CFS
883
Commonwealth Financial Services
West Virginia
$333K -$14.3K -109 -4%
CSIC
884
Clifford Swan Investment Counsel
California
$333K – – –
CWM
885
Calamos Wealth Management
Illinois
$333K -$118K -900 -26%
CWM
886
Connecticut Wealth Management
Connecticut
$332K -$6.96K -53 -2%
PMFA
887
Plante Moran Financial Advisors
Michigan
$331K -$13.1K -100 -4%
CT
888
Colonial Trust
South Carolina
$331K +$84.5K +644 +34%
MAM
889
Mystic Asset Management
Rhode Island
$330K – – –
MAM
890
Marquette Asset Management
Minnesota
$329K – – –
MCM
891
Mengis Capital Management
Oregon
$328K – – –
PCM
892
Passive Capital Management
Maryland
$328K – – –
BIP
893
Blueprint Investment Partners
North Carolina
$328K +$328K +2,498 New
AWM
894
AllSquare Wealth Management
New York
$325K – – –
ERWM
895
Elk River Wealth Management
Colorado
$324K – – –
BBA
896
BLB&B Advisors
Pennsylvania
$324K -$23.2K -177 -7%
SFWC
897
Strategic Family Wealth Counselors
New Jersey
$324K +$525 +4 +0.2%
RA
898
RFG Advisory
Alabama
$322K +$34.5K +263 +12%
IIC
899
Ironwood Investment Counsel
Arizona
$321K – – –
WKSWA
900
White Knight Strategic Wealth Advisors
New Jersey
$320K +$320K +2,439 New
34 35
36
37 38