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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 %
BA
1101
Ballast Advisors
Minnesota
$58.3K – – –
FMTCOCP
1102
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$57K – – –
MFA
1103
McClarren Financial Advisors
Pennsylvania
$56K -$161K -344 -74%
EWP
1104
Elevation Wealth Partners
California
$55.5K +$242 +2 +0.4%
MIM
1105
MTM Investment Management
South Carolina
$54.4K – – –
FPB
1106
First PREMIER Bank
South Dakota
$54K – – –
MFC
1107
Morris Financial Concepts
South Carolina
$53.4K -$1.45K -12 -3%
SIS
1108
Sound Income Strategies
Florida
$53.2K +$38.7K +320 +267%
RFS
1109
Richardson Financial Services
Massachusetts
$50.7K – – –
CWM
1110
Compass Wealth Management
Connecticut
$50.3K – – –
SL
1111
Salomon & Ludwin
Virginia
$48.8K -$332K -2,744 -87%
HCM
1112
Hollencrest Capital Management
California
$47.9K – – –
FFA
1113
Fairfield Financial Advisors
Massachusetts
$47K +$47K +389 New
ACA
1114
American Capital Advisory
Idaho
$47K -$131K -1,120 -74%
HWM
1115
Horizons Wealth Management
North Carolina
$45.7K – – –
HIIFS
1116
Harel Insurance Investments & Financial Services
Israel
$45K -$110K -900 -71%
FG
1117
Fairman Group
Pennsylvania
$44.9K +$121 +1 +0.3%
Russell Investments Group
1118
Russell Investments Group
United Kingdom
$43.6K +$43.6K +360 New
FPFS
1119
First Personal Financial Services
North Carolina
$42.3K – – –
LB
1120
Legacy Bridge
Iowa
$42.3K – – –
AAMA
1121
Advanced Asset Management Advisors
Ohio
$42.1K -$605 -5 -1%
IGWM
1122
ICA Group Wealth Management
Colorado
$40.3K -$196K -1,617 -83%
TWP
1123
Triad Wealth Partners
Kansas
$40.3K +$40.3K +333 New
CYG
1124
Clean Yield Group
Vermont
$39.7K -$18.1K -150 -31%
PWMG
1125
Prestige Wealth Management Group
New Jersey
$38.5K – – –
43 44
45
46 47