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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 %
AFA
976
American Financial Advisors
Georgia
$247K +$270 +2 +0.1%
FFM
977
Forum Financial Management
Illinois
$247K +$247K +1,831 New
FC
978
Forte Capital
New York
$246K +$246K +1,820 New
DJSG
979
D.J. St. Germain
Massachusetts
$245K -$19.7K -146 -7%
PFBT
980
Parkside Financial Bank & Trust
Missouri
$245K -$23.4K -173 -9%
PIA
981
Perennial Investment Advisors
California
$243K +$243K +1,802 New
FPW
982
Flagship Private Wealth
Massachusetts
$242K +$2.3K +17 +1%
LFA
983
Lauterbach Financial Advisors
Texas
$242K – – –
SM
984
Sensible Money
Arizona
$241K +$241K +1,787 New
AG
985
Ascent Group
Virginia
$241K -$26.2K -194 -10%
CCA
986
Cobblestone Capital Advisors
New York
$240K -$70.9K -525 -23%
NG
987
Norden Group
Utah
$239K +$239K +1,773 New
DTC
988
Davidson Trust Company
Washington
$239K +$239K +1,769 New
GPW
989
Gray Private Wealth
Massachusetts
$239K – – –
GWP
990
Gateway Wealth Partners
Wisconsin
$239K -$23.4K -173 -9%
CCM
991
Carderock Capital Management
Maryland
$239K – – –
UB
992
Umpqua Bank
Oregon
$236K – – –
TTWM
993
TCV Trust & Wealth Management
Virginia
$236K -$945 -7 -0.4%
CIG
994
Cairn Investment Group
Washington
$235K – – –
GKWIM
995
Gerber Kawasaki Wealth & Investment Management
California
$234K +$1.62K +12 +0.7%
CA
996
Carson Advisory
Georgia
$234K +$7.02K +52 +3%
MMPW
997
Mitchell McLeod Pugh & Williams
Alabama
$232K – – –
NAG
998
Northstar Advisory Group
New Jersey
$232K +$945 +7 +0.4%
AAS
999
Annex Advisory Services
Wisconsin
$232K -$675 -5 -0.3%
NB
1000
NBT Bank
New York
$231K -$38.6K -286 -14%
38 39
40
41 42