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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
1
Focus Partners Wealth
Massachusetts
$93.5M
2
ETC
2
Exchange Traded Concepts
Oklahoma
$42.1M
3
MHI
3
Miller Howard Investments
New York
$38.1M
4
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$25.6M
5
DBIA
5
Dumont & Blake Investment Advisors
New Jersey
$16M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.28M
2
NAM
2
Nissay Asset Management
Japan
$0
3
OAC
3
OMERS Administration Corp
Ontario, Canada
$0
4
Bank of America
4
Bank of America
North Carolina
$986M
5
HNB
5
Huntington National Bank
Ohio
$28.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCMC
1076
Planning Capital Management Corporation
Pennsylvania
$82.2K – – –
LWA
1077
Lowe Wealth Advisors
Maryland
$80.7K – – –
WOC
1078
West Oak Capital
California
$78.6K – – –
GIA
1079
GHP Investment Advisors
Colorado
$77.4K -$14.8K -122 -16%
HGA
1080
Hobbs Group Advisors
South Carolina
$76.8K +$76.8K +635 New
AAG
1081
Accordant Advisory Group
Maryland
$76.6K – – –
1832 Asset Management
1082
1832 Asset Management
Ontario, Canada
$73.1K +$73.1K +604 New
CAM
1083
Creekmur Asset Management
Illinois
$71.5K +$121 +1 +0.2%
CA
1084
Centerpoint Advisors
Massachusetts
$71K – – –
Schroder Investment Management Group
1085
Schroder Investment Management Group
United Kingdom
$68.6K – – –
WIA
1086
Wetzel Investment Advisors
Indiana
$68K – – –
CT
1087
Clearstead Trust
Maine
$67.7K – – –
FF
1088
Friedenthal Financial
New Jersey
$67.7K +$847 +7 +1%
KHC
1089
Koesten Hirschmann & Crabtree
Kansas
$66.6K – – –
CMP
1090
Coston McIsaac & Partners
Maine
$66K – – –
T
1091
Tidemark
California
$64.4K -$45.9K -379 -42%
CSB
1092
City State Bank
Iowa
$64.1K – – –
EWA
1093
EverSource Wealth Advisors
Alabama
$62.7K – – –
CIA
1094
Cape Investment Advisory
Georgia
$60.5K – – –
MHR
1095
Matthew Hamilton Rosenberg
$60.2K – – –
FCG
1096
Financial Connections Group
California
$60K +$60K +497 New
GI
1097
Gradient Investments
Minnesota
$59.7K +$121 +1 +0.2%
FFO
1098
Fortitude Family Office
Arizona
$59.3K – – –
MG
1099
MilWealth Group
Wisconsin
$58.9K – – –
NFSG
1100
Newbridge Financial Services Group
Florida
$58.7K +$363 +3 +0.6%
42 43
44
45 46