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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
$93.5M
2
ETC
Exchange Traded Concepts
Oklahoma
$42.1M
3
MHI
Miller Howard Investments
New York
$38.1M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
$25.6M
5
DBIA
Dumont & Blake Investment Advisors
New Jersey
$16M

Top Sellers

1
Jane Street
Jane Street
New York
$1.28M
2
NAM
Nissay Asset Management
Japan
$0
3
OAC
OMERS Administration Corp
Ontario, Canada
$0
4
Bank of America
Bank of America
North Carolina
$986M
5
HNB
Huntington National Bank
Ohio
$28.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWTB
901
First Western Trust Bank
Colorado
$256K – – –
RWM
902
Rockwood Wealth Management
Pennsylvania
$254K +$254K +2,101 New
MWM
903
Melfa Wealth Management
Massachusetts
$254K – – –
BTI
904
Blue Trust Inc
Georgia
$253K – – –
KFC
905
Klingenstein Fields & Co
New York
$252K -$222K -1,838 -47%
AWE
906
Avidian Wealth Enterprises
Texas
$251K +$363 +3 +0.1%
BIM
907
Breakwater Investment Management
Washington
$251K – – –
AAM
908
Augustine Asset Management
Florida
$250K +$1.94K +16 +0.8%
IA
909
Insight Advisors
Pennsylvania
$249K +$846 +7 +0.3%
PSB
910
Piscataqua Savings Bank
New Hampshire
$249K – – –
MSAM
911
Moloney Securities Asset Management
Missouri
$249K +$242 +2 +0.1%
HZ
912
Hixon Zuercher
Ohio
$249K – – –
Financial Engines Advisors
913
Financial Engines Advisors
California
$248K -$26.7K -221 -10%
SFG
914
SNS Financial Group
Minnesota
$248K +$847 +7 +0.3%
FAB
915
First American Bank
Illinois
$248K – – –
NIM
916
Northeast Investment Management
Massachusetts
$248K – – –
MIA
917
MainStreet Investment Advisors
Illinois
$247K -$240K -1,985 -49%
SCA
918
STALEY CAPITAL ADVISERS
Pennsylvania
$247K – – –
GA
919
Greytown Advisors
Florida
$247K – – –
RB
920
Renasant Bank
Mississippi
$246K -$80.3K -664 -25%
CAI
921
Capital Advisors Inc
Oklahoma
$245K +$484 +4 +0.2%
WOSD
922
WFA of San Diego
California
$245K +$245K +2,026 New
Neuberger Berman Group
923
Neuberger Berman Group
New York
$245K -$69.8K -577 -22%
PWA
924
Provenance Wealth Advisors
Florida
$243K – – –
IFWM
925
Institute for Wealth Management
Colorado
$243K +$27.3K +226 +13%
35 36
37
38 39