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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 %
CWP
1026
Concord Wealth Partners
Virginia
$153K +$1.21K +10 +0.8%
LI
1027
LRI Investments
Florida
$152K – – –
FFC
1028
First Financial Corp
Indiana
$152K – – –
FFA
1029
Farther Finance Advisors
California
$151K +$61.1K +508 +68%
SA
1030
SRH Advisors
Kansas
$149K – – –
AFS
1031
Annapolis Financial Services
Maryland
$145K – – –
CA
1032
Crewe Advisors
Utah
$145K +$4.6K +38 +3%
RTC
1033
Riverview Trust Company
Washington
$145K – – –
EWM
1034
EPG Wealth Management
Georgia
$144K -$147K -1,196 Closed
TH
1035
TCTC Holdings
Texas
$142K – – –
WCM
1036
Westend Capital Management
California
$142K – – –
VWM
1037
Valley Wealth Managers
New Jersey
$142K – – –
FRA
1038
Front Row Advisors
California
$139K -$4.11K -34 -3%
CTWM
1039
Cherry Tree Wealth Management
Minnesota
$139K -$184K -1,518 -57%
MTIC
1040
Missouri Trust & Investment Company
Missouri
$136K – – –
CB
1041
CNB Bank
Pennsylvania
$133K – – –
BWP
1042
Baldwin Wealth Partners
Massachusetts
$133K – – –
BLC
1043
Brown, Lisle/Cummings
Rhode Island
$132K – – –
MPCG
1044
Matrix Private Capital Group
New York
$132K – – –
GJIA
1045
Glass Jacobson Investment Advisors
Maryland
$131K +$968 +8 +0.7%
FIA
1046
FPC Investment Advisory
California
$130K – – –
AWM
1047
Angeles Wealth Management
California
$129K -$64.5K -533 -33%
IF
1048
Integrity Financial
Wyoming
$127K -$12.1K -100 -9%
FIM
1049
FWL Investment Management
Texas
$123K -$4.23K -35 -3%
VAG
1050
VisionPoint Advisory Group
Texas
$123K -$4.23K -35 -3%
40 41
42
43 44