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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 %
LA
1001
Latitude Advisors
Florida
$231K -$6.62K -49 -3%
AIM
1002
Anchor Investment Management
South Carolina
$231K -$7.83K -58 -3%
M
1003
MOTCO
Texas
$231K -$8.64K -64 -4%
RZH
1004
Relyea Zuckerberg Hanson
Connecticut
$231K +$135 +1 +0.1%
NSAM
1005
North Star Asset Management
Wisconsin
$231K – – –
DDC
1006
DF Dent & Co
Maryland
$230K – – –
RCM
1007
Radnor Capital Management
Pennsylvania
$230K +$230K +1,702 New
TB
1008
Treynor Bancshares
Iowa
$230K -$4.05K -30 -2%
TIA
1009
Traphagen Investment Advisors
New Jersey
$229K +$270 +2 +0.1%
OWA
1010
Octavia Wealth Advisors
Ohio
$228K – – –
CWM
1011
Chemistry Wealth Management
New York
$228K – – –
UPS
1012
UHLMANN PRICE SECURITIES
Illinois
$227K +$227K +1,680 New
AWAG
1013
ARS Wealth Advisors Group
Florida
$227K -$40.5K -300 -15%
FF
1014
Francis Financial
$226K – – –
MC
1015
Middleton & Co
Massachusetts
$226K – – –
S
1016
SignatureFD
Georgia
$226K +$5K +37 +2%
KAS
1017
KPP Advisory Services
Kentucky
$226K -$20.3K -150 -8%
RA
1018
Rise Advisors
New York
$225K -$11.1K -82 -5%
UAS
1019
United Asset Strategies
New York
$225K – – –
IFA
1020
Interactive Financial Advisors
Illinois
$224K -$31.9K -236 -12%
SWMG
1021
Sard Wealth Management Group
Georgia
$224K -$23.5K -174 -9%
RFO
1022
RiverGlades Family Offices
Florida
$223K +$223K +1,650 New
CAS
1023
Coppell Advisory Solutions
Texas
$223K -$145K -1,079 -39%
SHGA
1024
Sand Hill Global Advisors
California
$222K +$222K +1,647 New
PPW
1025
Pasadena Private Wealth
California
$221K +$221K +1,640 New
39 40
41
42 43