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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 %
SPI
1051
Santori & Peters Inc
Pennsylvania
$205K +$205K +1,520 New
AUB
1052
Atlantic Union Bankshares
Virginia
$205K +$205K +1,518 New
TT
1053
TI-Trust
Illinois
$205K +$205K +1,518 New
FWM
1054
Fairhaven Wealth Management
Illinois
$205K +$205K +1,515 New
IGGA
1055
Iron Gate Global Advisors
Utah
$204K +$204K +1,511 New
SFS
1056
Security Financial Services
Indiana
$204K +$204K +1,507 New
HWP
1057
Highline Wealth Partners
California
$204K +$2.3K +17 +1%
NP
1058
Nilsine Partners
Colorado
$203K +$203K +1,506 New
DF
1059
Dunhill Financial
United Kingdom
$203K +$66.5K +492 +49%
TCM
1060
Triumph Capital Management
Colorado
$203K +$203K +1,500 New
AC
1061
Asio Capital
Kentucky
$203K +$203K +1,500 New
SAM
1062
Summit Asset Management
Tennessee
$203K +$203K +1,500 New
BBNA
1063
Bremer Bank National Association
Minnesota
$203K +$203K +1,500 New
OCM
1064
Objective Capital Management
Ohio
$203K +$203K +1,500 New
NL
1065
NVWM LLC
Pennsylvania
$202K +$30.8K +228 +18%
BFG
1066
Berger Financial Group
Minnesota
$202K +$202K +1,493 New
Chevy Chase Trust
1067
Chevy Chase Trust
Maryland
$201K +$201K +1,490 New
CRI
1068
Colonial River Investments
Virginia
$201K +$201K +1,486 New
HSWM
1069
Hubbell Strickland Wealth Management
Louisiana
$200K +$200K +1,483 New
AA
1070
Ancora Advisors
Ohio
$199K – – –
EW
1071
Element Wealth
Mississippi
$193K – – –
OSNBOA
1072
Old Second National Bank of Aurora
Illinois
$191K +$69.8K +517 +57%
BTI
1073
Blue Trust Inc
Georgia
$190K -$58.8K -486 -24%
MFT
1074
Moisand Fitzgerald Tamayo
Florida
$189K – – –
LFG
1075
Larson Financial Group
Missouri
$175K +$1.89K +14 +1%
41 42
43
44 45