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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
1
Howard Capital Management
Georgia
$133M
2
Bank of America
2
Bank of America
North Carolina
$1.12B
3
CWM
3
Congress Wealth Management
Massachusetts
$18.3M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$13.5M
5
BGDI
5
BW Gestao de Investimentos
Brazil
$10.8M

Top Sellers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$6.09M
2
HNB
2
Huntington National Bank
Ohio
$32.7M
3
MHI
3
Miller Howard Investments
New York
$14.4M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$252M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$303M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
1076
Tortoise Investment Management
New York
$174K – – –
LI
1077
LRI Investments
Florida
$173K – – –
CWM
1078
Cranbrook Wealth Management
Michigan
$173K – – –
CWP
1079
Concord Wealth Partners
Virginia
$173K +$1.89K +14 +1%
FFA
1080
Farther Finance Advisors
California
$170K +$135 +1 +0.1%
SA
1081
SRH Advisors
Kansas
$166K – – –
FFC
1082
First Financial Corp
Indiana
$164K -$5.94K -44 -4%
EWM
1083
EPG Wealth Management
Georgia
$162K +$162K +1,203 New
AFS
1084
Annapolis Financial Services
Maryland
$162K – – –
RTC
1085
Riverview Trust Company
Washington
$162K – – –
ATS
1086
Ashton Thomas Securities
New York
$161K +$67.7K +501 +73%
WCM
1087
Westend Capital Management
California
$159K – – –
CTWM
1088
Cherry Tree Wealth Management
Minnesota
$155K – – –
CA
1089
Crewe Advisors
Utah
$152K -$9.59K -71 -6%
MTIC
1090
Missouri Trust & Investment Company
Missouri
$152K – – –
CB
1091
CNB Bank
Pennsylvania
$149K – – –
BWP
1092
Baldwin Wealth Partners
Massachusetts
$149K – – –
GJIA
1093
Glass Jacobson Investment Advisors
Maryland
$148K +$1.76K +13 +1%
BLC
1094
Brown, Lisle/Cummings
Rhode Island
$148K – – –
MPCG
1095
Matrix Private Capital Group
New York
$148K – – –
AWM
1096
Angeles Wealth Management
California
$144K – – –
IF
1097
Integrity Financial
Wyoming
$142K – – –
FNWA
1098
Financial Network Wealth Advisors
Utah
$139K +$13.1K +97 +10%
FIM
1099
FWL Investment Management
Texas
$137K – – –
VAG
1100
VisionPoint Advisory Group
Texas
$137K – – –
42 43
44
45 46