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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 %
FPW
976
Flagship Private Wealth
Massachusetts
$215K -$92.7K -766 -30%
AIM
977
Anchor Investment Management
South Carolina
$214K +$242 +2 +0.1%
ACM
978
Advisors Capital Management
New Jersey
$214K +$214K +1,765 New
GPW
979
Gray Private Wealth
Massachusetts
$214K – – –
CCM
980
Carderock Capital Management
Maryland
$214K – – –
LA
981
Latitude Advisors
Florida
$213K -$22.7K -188 -10%
TTWM
982
TCV Trust & Wealth Management
Virginia
$212K – – –
UB
983
Umpqua Bank
Oregon
$212K – – –
RA
984
Rise Advisors
New York
$212K +$5.81K +48 +3%
CIG
985
Cairn Investment Group
Washington
$211K – – –
Walleye Trading
986
Walleye Trading
New York
$210K -$605K -5,000 -74%
LWM
987
LJI Wealth Management
Indiana
$210K – – –
CPP
988
Capasso Planning Partners
South Carolina
$210K +$1.45K +12 +0.7%
TB
989
Treynor Bancshares
Iowa
$209K -$22.1K -183 -10%
MMPW
990
Mitchell McLeod Pugh & Williams
Alabama
$208K – – –
GKWIM
991
Gerber Kawasaki Wealth & Investment Management
California
$208K +$208K +1,719 New
AAS
992
Annex Advisory Services
Wisconsin
$208K -$6.65K -55 -3%
NSAM
993
North Star Asset Management
Wisconsin
$207K – – –
RZH
994
Relyea Zuckerberg Hanson
Connecticut
$207K – – –
NAG
995
Northstar Advisory Group
New Jersey
$207K +$484 +4 +0.2%
DDC
996
DF Dent & Co
Maryland
$206K – – –
H
997
HoyleCohen
California
$205K -$4.6K -38 -2%
TIA
998
Traphagen Investment Advisors
New Jersey
$205K +$242 +2 +0.1%
GKIM
999
GW&K Investment Management
Massachusetts
$205K +$205K +1,693 New
OWA
1000
Octavia Wealth Advisors
Ohio
$204K +$204K +1,690 New
38 39
40
41 42