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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 %
BFA
901
Benedict Financial Advisors
Georgia
$320K +$70.9K +540 +28%
SAM
902
Silvercrest Asset Management
New York
$320K – – –
AO
903
Advisor OS
Illinois
$319K -$3.81K -29 -1%
RB
904
Rodgers Brothers
Pennsylvania
$318K – – –
NB
905
Northwest Bancshares
Pennsylvania
$317K – – –
CBT
906
CoreFirst Bank & Trust
Kansas
$317K – – –
SIA
907
Schechter Investment Advisors
Michigan
$316K – – –
UBV
908
United Bank (Virginia)
Virginia
$315K -$13.1K -100 -4%
PSF
909
Pacific Sun Financial
California
$314K – – –
BFS
910
BridgePort Financial Solutions
Iowa
$313K +$313K +2,291 New
EW
911
Elyxium Wealth
California
$312K +$3.94K +30 +1%
FWM
912
FSA Wealth Management
Massachusetts
$312K -$37.6K -286 -11%
WF
913
WoodTrust Financial
Wisconsin
$311K +$4.86K +37 +2%
DF
914
Dunhill Financial
United Kingdom
$311K +$113K +863 +57%
MA
915
MJP Associates
Connecticut
$309K +$3.02K +23 +1%
BWA
916
BlueChip Wealth Advisors
Georgia
$307K – – –
OCM
917
Orion Capital Management
California
$306K – – –
CG
918
Clarus Group
Texas
$306K – – –
FPW
919
Flagship Private Wealth
Massachusetts
$304K +$68.9K +525 +29%
AFS
920
Access Financial Services
Minnesota
$304K -$919 -7 -0.3%
MCC
921
Money Concepts Capital
Florida
$304K -$3.15K -24 -1%
OMC
922
Old Mission Capital
Illinois
$304K -$140K -1,064 -32%
M
923
MOTCO
Texas
$303K +$78.8K +600 +35%
RT
924
Rockland Trust
Massachusetts
$302K – – –
IF
925
IRON Financial
Illinois
$301K +$1.84K +14 +0.6%
35 36
37
38 39