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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
17.51%
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
$65.5M
2
Morgan Stanley
Morgan Stanley
New York
$864M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$53M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$223M
5
Charles Schwab
Charles Schwab
California
$37.9M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$4.36M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$881M
3
HNB
Huntington National Bank
Ohio
$37.2M
4
Two Sigma Investments
Two Sigma Investments
New York
$0
5
BGDI
BW Gestao de Investimentos
Brazil
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GSWM
1051
Golden State Wealth Management
California
$225K +$225K +1,712 New
RZH
1052
Relyea Zuckerberg Hanson
Connecticut
$225K +$131 +1 +0.1%
RPSA
1053
Richard P. Slaughter Associates
Texas
$225K +$225K +1,711 New
NSAM
1054
North Star Asset Management
Wisconsin
$225K – – –
LA
1055
Latitude Advisors
Florida
$224K -$657 -5 -0.3%
DDC
1056
DF Dent & Co
Maryland
$224K – – –
TIA
1057
Traphagen Investment Advisors
New Jersey
$223K +$394 +3 +0.2%
MPM
1058
Meritage Portfolio Management
Kansas
$223K +$223K +1,700 New
CA
1059
Carson Advisory
Georgia
$223K -$4.2K -32 -2%
HPBT
1060
Hickory Point Bank & Trust
Illinois
$223K +$223K +1,698 New
OWA
1061
Octavia Wealth Advisors
Ohio
$222K – – –
CWM
1062
Chemistry Wealth Management
New York
$221K – – –
UPS
1063
UHLMANN PRICE SECURITIES
Illinois
$221K – – –
AWAG
1064
ARS Wealth Advisors Group
Florida
$220K – – –
CJL
1065
Cyrus J. Lawrence
New York
$220K +$194K +1,480 +740%
MC
1066
Middleton & Co
Massachusetts
$220K – – –
FF
1067
Francis Financial
$220K – – –
S
1068
SignatureFD
Georgia
$220K – – –
SWMG
1069
Sard Wealth Management Group
Georgia
$219K +$788 +6 +0.4%
IIL
1070
Insight Inv LLC
California
$218K +$218K +1,662 New
FGWP
1071
Founders Grove Wealth Partners
Virginia
$218K +$218K +1,658 New
RFO
1072
RiverGlades Family Offices
Florida
$217K – – –
CWS
1073
Confluence Wealth Services
Pennsylvania
$216K +$216K +1,612 New
SHGA
1074
Sand Hill Global Advisors
California
$216K – – –
PPW
1075
Pasadena Private Wealth
California
$216K +$657 +5 +0.3%
41 42
43
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