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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 %
FBT
951
First Bankers Trust
Kentucky
$266K -$54K -400 -17%
9WM
952
9258 Wealth Management
Ohio
$265K -$94.5K -700 -26%
WPC
953
Waters Parkerson & Co
Louisiana
$265K – – –
SWM
954
Sterling Wealth Management
Illinois
$265K – – –
MLA
955
My Legacy Advisors
Oregon
$264K -$72K -533 -21%
ZIM
956
Zacks Investment Management
Illinois
$263K +$1.35K +10 +0.5%
CWM
957
Cedar Wealth Management
California
$263K – – –
VNA
958
Valley National Advisers
Pennsylvania
$261K – – –
LA
959
Legacy Advisors
Pennsylvania
$260K – – –
VHAM
960
Van Hulzen Asset Management
California
$259K +$3.65K +27 +1%
CTA
961
Colonial Trust Advisors
South Carolina
$258K +$17K +126 +7%
DCM
962
Dudley Capital Management
Virginia
$257K – – –
BFA
963
Benedict Financial Advisors
Georgia
$256K +$5.67K +42 +2%
RWM
964
Rockwood Wealth Management
Pennsylvania
$256K -$27.4K -203 -10%
AFG
965
Allegheny Financial Group
Pennsylvania
$256K +$675 +5 +0.3%
SWM
966
Segment Wealth Management
Texas
$254K – – –
CT
967
Colonial Trust
South Carolina
$254K – – –
HBT
968
Hills Bank & Trust
Iowa
$253K -$16.1K -119 -6%
HL
969
HeadInvest LLC
Maine
$253K – – –
ACIM
970
Azimuth Capital Investment Management
Michigan
$252K +$26.5K +196 +12%
AGWCA
971
Annis Gardner Whiting Capital Advisors
Florida
$250K +$810 +6 +0.3%
ACM
972
Advisors Capital Management
New Jersey
$250K +$11.4K +84 +5%
SIAM
973
Sterling Investment Advisors (Missouri)
Missouri
$250K +$1.35K +10 +0.5%
RIL
974
Rothschild Investment LLC
Illinois
$249K – – –
MCWS
975
McKinley Carter Wealth Services
West Virginia
$248K +$248K +1,835 New
37 38
39
40 41