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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 %
CST
901
Charles Schwab Trust
Nevada
$299K -$299K -2,212 -50%
PCWA
902
Pacific Capital Wealth Advisors
California
$298K – – –
Bessemer Group
903
Bessemer Group
New Jersey
$298K -$51.9K -384 -15%
CICC
904
Capital Investment Counsel (Colorado)
Colorado
$296K -$270 -2 -0.1%
RA
905
RFG Advisory
Alabama
$296K -$7.83K -58 -3%
CMP
906
Courage Miller Partners
Virginia
$294K -$3.92K -29 -1%
FHB
907
First Hawaiian Bank
Hawaii
$293K -$104K -769 -26%
AW
908
Avion Wealth
Texas
$293K – – –
LC
909
LCNB Corp
Ohio
$292K – – –
UB
910
UMB Bank
Missouri
$290K – – –
BA
911
Bristlecone Advisors
Washington
$290K -$675 -5 -0.2%
ANHIM
912
Alan N. Hoffman Investment Management
Massachusetts
$288K – – –
TW
913
TrinityPoint Wealth
Connecticut
$288K – – –
QC
914
Quent Capital
New York
$287K – – –
FWTB
915
First Western Trust Bank
Colorado
$286K – – –
PCMC
916
Private Capital Management (Colorado)
Colorado
$284K -$23.1K -171 -8%
MWM
917
Melfa Wealth Management
Massachusetts
$284K – – –
AAM
918
Augustine Asset Management
Florida
$283K +$3.24K +24 +1%
SIC
919
Sigma Investment Counselors
Michigan
$282K -$8.1K -60 -3%
KFC
920
Klingenstein Fields & Co
New York
$282K – – –
AWE
921
Avidian Wealth Enterprises
Texas
$281K +$540 +4 +0.2%
BIM
922
Breakwater Investment Management
Washington
$281K +$1.35K +10 +0.5%
IA
923
Insight Advisors
Pennsylvania
$280K +$1.22K +9 +0.4%
MSAM
924
Moloney Securities Asset Management
Missouri
$278K +$135 +1 +0%
PSB
925
Piscataqua Savings Bank
New Hampshire
$278K – – –
35 36
37
38 39