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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 %
MCM
1026
Morton Capital Management
California
$221K +$221K +1,638 New
COCM
1027
Charter Oak Capital Management
New Hampshire
$221K +$221K +1,634 New
FMC
1028
First Merchants Corp
Indiana
$220K +$220K +1,632 New
FA
1029
Fiduciary Alliance
South Carolina
$220K +$220K +1,627 New
LWM
1030
LJI Wealth Management
Indiana
$220K -$14.9K -110 -6%
D
1031
Dentgroup
Louisiana
$219K -$6.21K -46 -3%
GWMIA
1032
Global Wealth Management Investment Advisory
Florida
$219K +$219K +1,623 New
FDDB
1033
Fidelity D&D Bancorp
Pennsylvania
$219K +$219K +1,619 New
CPP
1034
Capasso Planning Partners
South Carolina
$218K -$16.1K -119 -7%
WFAG
1035
Worth Financial Advisory Group
North Carolina
$217K +$217K +1,609 New
HWM
1036
Howard Wealth Management
Connecticut
$216K +$216K +1,602 New
FCM
1037
Firestone Capital Management
Florida
$216K +$216K +1,601 New
WAS
1038
Wealth Advisory Solutions
Indiana
$215K -$47.3K -350 -18%
AWA
1039
Adapt Wealth Advisors
Georgia
$215K +$215K +1,590 New
AWA
1040
ARQ Wealth Advisors
Arizona
$215K +$215K +1,600 New
FA
1041
Fermata Advisors
California
$214K -$36.2K -268 -14%
CICI
1042
Capital Investment Counsel Inc
North Carolina
$213K -$30.4K -225 -12%
PMG
1043
Private Management Group
California
$213K +$213K +1,577 New
PFWA
1044
Paces Ferry Wealth Advisors
Georgia
$212K +$212K +1,571 New
RMCM
1045
Reynders McVeigh Capital Management
Massachusetts
$212K +$212K +1,569 New
BPAMU
1046
BTG Pactual Asset Management US
New York
$210K +$210K +2,040 New
CC
1047
Cypress Capital
Tennessee
$208K +$205K +1,517 +7,585%
SFA
1048
Seneca Financial Advisors
New York
$208K +$208K +1,537 New
KOMWMG
1049
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$206K +$206K +1,527 New
AA
1050
Advisory Alpha
Michigan
$205K +$205K +1,519 New
40 41
42
43 44