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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.

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
1
Miller Howard Investments
New York
$65.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$864M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$53M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$223M
5
Charles Schwab
5
Charles Schwab
California
$37.9M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$4.36M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$881M
3
HNB
3
Huntington National Bank
Ohio
$37.2M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
BGDI
5
BW Gestao de Investimentos
Brazil
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GHA
76
GW Henssler & Associates
Georgia
$13.1M 97,033 -218 -0.2%
KL
77
KWMG LLC
Kansas
$12.9M 98,157 -1,326 -1%
PFP
78
Pinnacle Financial Partners
Tennessee
$12.7M 97,048 +28,666 +42%
BPA
79
Beacon Pointe Advisors
California
$12.5M 95,018 +785 +0.8%
EH
80
Equitable Holdings
New York
$12.4M 94,753 +1,550 +2%
PIA
81
Powell Investment Advisors
Florida
$12.2M 92,915 +363 +0.4%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$12.2M 92,644 -1,038 -1%
MCM
83
MAI Capital Management
Ohio
$11.7M 89,187 +1,882 +2%
RRA
84
Round Rock Advisors
Connecticut
$11.7M 88,898 +977 +1%
Lido Advisors
85
Lido Advisors
California
$11.6M 88,356 +20,798 +31%
MGIA
86
Moneta Group Investment Advisors
Missouri
$11.5M 87,490 -497 -0.6%
ONB
87
Old National Bancorp
Indiana
$11.4M 86,603 +23,476 +37%
SPIA
88
Steward Partners Investment Advisory
New York
$11.3M 86,020 +104 +0.1%
Kayne Anderson Rudnick Investment Management
89
Kayne Anderson Rudnick Investment Management
California
$11.2M 85,419 +64,309 +305%
P
90
&Partners
Tennessee
$10.9M 83,269 +11,454 +16%
CAM
91
Cresset Asset Management
Illinois
$10.8M 81,895 +2,885 +4%
MA
92
MYDA Advisors
New York
$10.5M 80,000 +80,000 New
JWM
93
JGP Wealth Management
Oregon
$10.5M 79,851 +2,304 +3%
NSIM
94
North Star Investment Management
Illinois
$10.5M 79,634 +1,797 +2%
Pathstone Holdings
95
Pathstone Holdings
New Jersey
$10.4M 78,947 +4,096 +5%
NA
96
NewEdge Advisors
Louisiana
$10.2M 77,463 +1,746 +2%
SWA
97
SOA Wealth Advisors
New York
$9.71M 73,937 -2,056 -3%
AIM
98
Allen Investment Management
New York
$9.58M 72,973 – –
ASN
99
Advisory Services Network
Georgia
$9.52M 72,538 +7,037 +11%
BF
100
BOK Financial
Oklahoma
$9.52M 74,015 -2,023 -3%
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4
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