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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,315
Holders Change
+70
Holders Change %
+5.62%
% of All Funds
17.5%
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
Miller Howard Investments
New York
+$51.6M
2
Morgan Stanley
Morgan Stanley
New York
+$47.9M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$47.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$41.3M
5
Charles Schwab
Charles Schwab
California
+$32.4M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$569M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$44.6M
3
HNB
Huntington National Bank
Ohio
-$32.7M
4
Two Sigma Investments
Two Sigma Investments
New York
-$13.5M
5
BGDI
BW Gestao de Investimentos
Brazil
-$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SM
976
Sensible Money
Arizona
$264K +$28.9K +220 +12%
IFWM
977
Institute for Wealth Management
Colorado
$263K – – –
CG
978
CFO4Life Group
Texas
$263K -$36.8K -280 -12%
DWM
979
Denver Wealth Management
Colorado
$263K +$1.71K +13 +0.7%
BAM
980
Bosun Asset Management
Illinois
$263K – – –
GP
981
Gridiron Partners
Pennsylvania
$263K – – –
SIA
982
Summit Investment Advisors
Maryland
$261K +$261K +1,921 New
RB
983
Renasant Bank
Mississippi
$261K – – –
TGAM
984
TBH Global Asset Management
Tennessee
$260K +$260K +1,978 New
SC
985
Sepio Capital
Utah
$259K – – –
SCA
986
Stillwater Capital Advisors
Pennsylvania
$259K – – –
HFS
987
Heritage Financial Services
Massachusetts
$259K – – –
RWM
988
Rialto Wealth Management
New York
$258K +$258K +1,968 New
FFM
989
Forum Financial Management
Illinois
$258K +$17.7K +135 +7%
LC
990
LCNB Corp
Ohio
$258K -$26.3K -200 -9%
CTA
991
Colonial Trust Advisors
South Carolina
$258K +$6.83K +52 +3%
SWM
992
Sterling Wealth Management
Illinois
$257K – – –
AT
993
American Trust
Kentucky
$257K +$257K +1,960 New
IA
994
Integrity Alliance
Iowa
$256K +$256K +1,952 New
CWM
995
Cedar Wealth Management
California
$255K – – –
MA
996
MONECO Advisors
Connecticut
$254K +$254K +1,935 New
SFP
997
Sterling Financial Planning
New Jersey
$254K -$10.9K -83 -4%
PFA
998
Pettinga Financial Advisors
Indiana
$253K +$253K +1,925 New
LA
999
Legacy Advisors
Pennsylvania
$253K – – –
SG
1000
StoneX Group
New York
$252K -$8.27K -63 -3%
38 39
40
41 42