DVY icon

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 %
MWPCG
926
Measured Wealth Private Client Group
New Hampshire
$242K – – –
RWM
927
Ritholtz Wealth Management
New York
$242K -$19.2K -159 -7%
BAM
928
Bosun Asset Management
Illinois
$242K – – –
GP
929
Gridiron Partners
Pennsylvania
$242K – – –
NB
930
NBT Bank
New York
$242K – – –
HBT
931
Hills Bank & Trust
Iowa
$241K -$49.1K -406 -17%
MFG
932
Merit Financial Group
Georgia
$240K +$16.2K +134 +7%
PFBT
933
Parkside Financial Bank & Trust
Missouri
$240K – – –
AWAG
934
ARS Wealth Advisors Group
Florida
$239K +$121 +1 +0.1%
AG
935
Ascent Group
Virginia
$239K -$118K -975 -33%
SC
936
Sepio Capital
Utah
$239K – – –
DWM
937
Denver Wealth Management
Colorado
$239K +$605 +5 +0.3%
SG
938
StoneX Group
New York
$238K -$35.3K -292 -13%
VC
939
Vicus Capital
Pennsylvania
$238K +$25.3K +209 +12%
SWM
940
Sterling Wealth Management
Illinois
$237K – – –
DJSG
941
D.J. St. Germain
Massachusetts
$237K +$46K +380 +24%
WPC
942
Waters Parkerson & Co
Louisiana
$237K -$6.05K -50 -2%
ECM
943
Evergreen Capital Management
Washington
$236K +$236K +1,952 New
CWM
944
Cedar Wealth Management
California
$235K – – –
WAS
945
Wealth Advisory Solutions
Indiana
$235K +$30.2K +250 +15%
GWP
946
Gateway Wealth Partners
Wisconsin
$235K -$605 -5 -0.3%
ZIM
947
Zacks Investment Management
Illinois
$234K +$121 +1 +0.1%
CA
948
Calton & Associates
Florida
$234K -$242 -2 -0.1%
CCA
949
Cora Capital Advisors
New Jersey
$234K – – –
VNA
950
Valley National Advisers
Pennsylvania
$234K -$91.2K -756 -28%
36 37
38
39 40