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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
$1.12B
3
CWM
Congress Wealth Management
Massachusetts
$18.3M
4
Two Sigma Investments
Two Sigma Investments
New York
$13.5M
5
BGDI
BW Gestao de Investimentos
Brazil
$10.8M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$6.09M
2
HNB
Huntington National Bank
Ohio
$32.7M
3
MHI
Miller Howard Investments
New York
$14.4M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$252M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$303M
Name Holding Trade Value Shares
Change 		Shares
Change %
HZ
926
Hixon Zuercher
Ohio
$278K – – –
CIBC Asset Management
927
CIBC Asset Management
Ontario, Canada
$277K -$513K -3,795 -65%
FAB
928
First American Bank
Illinois
$277K – – –
NIM
929
Northeast Investment Management
Massachusetts
$276K – – –
SCA
930
STALEY CAPITAL ADVISERS
Pennsylvania
$276K – – –
CAI
931
Capital Advisors Inc
Oklahoma
$275K +$810 +6 +0.3%
Neuberger Berman Group
932
Neuberger Berman Group
New York
$274K +$675 +5 +0.2%
SFP
933
Sterling Financial Planning
New Jersey
$272K -$20K -148 -7%
SFG
934
SNS Financial Group
Minnesota
$271K -$5.54K -41 -2%
PWA
935
Provenance Wealth Advisors
Florida
$271K – – –
IFWM
936
Institute for Wealth Management
Colorado
$271K – – –
MWPCG
937
Measured Wealth Private Client Group
New Hampshire
$271K – – –
BAM
938
Bosun Asset Management
Illinois
$270K – – –
GP
939
Gridiron Partners
Pennsylvania
$270K – – –
SEP
940
Southland Equity Partners
Missouri
$270K +$15.1K +112 +6%
SWP
941
Semus Wealth Partners
Florida
$270K -$47.7K -353 -15%
MIA
942
MainStreet Investment Advisors
Illinois
$269K -$7.43K -55 -3%
DWM
943
Denver Wealth Management
Colorado
$268K +$2.03K +15 +0.8%
RB
944
Renasant Bank
Mississippi
$268K -$6.08K -45 -2%
SG
945
StoneX Group
New York
$268K +$1.76K +13 +0.7%
WOSD
946
WFA of San Diego
California
$267K -$6.21K -46 -2%
VC
947
Vicus Capital
Pennsylvania
$267K +$1.89K +14 +0.7%
SC
948
Sepio Capital
Utah
$267K – – –
SCA
949
Stillwater Capital Advisors
Pennsylvania
$266K +$266K +1,971 New
HFS
950
Heritage Financial Services
Massachusetts
$266K +$39.2K +290 +17%
36 37
38
39 40