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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 %
FIA
1101
FPC Investment Advisory
California
$134K – – –
HDIM
1102
Hanson & Doremus Investment Management
Vermont
$126K – – –
AF
1103
Advisornet Financial
Minnesota
$125K -$49.9K -369 -28%
KFI
1104
Key Financial Inc
Pennsylvania
$122K -$13.5K -100 -10%
GWM
1105
Grand Wealth Management
Michigan
$121K – – –
AA
1106
AlphaMark Advisors
Kentucky
$120K – – –
GFPC
1107
Global Financial Private Client
Florida
$117K – – –
BCA
1108
Bray Capital Advisors
Florida
$113K – – –
WP
1109
WealthShield Partners
North Carolina
$111K – – –
GWP
1110
Gen-Wealth Partners
Michigan
$111K – – –
QCG
1111
Quadrant Capital Group
Ohio
$110K – – –
CFD
1112
Creative Financial Designs
Indiana
$110K -$6.75K -50 -6%
BCV
1113
Banque Cantonale Vaudoise
Switzerland
$108K +$9.88K +73 +10%
DCM
1114
Davis Capital Management
Florida
$107K -$2.7K -20 -2%
CTB
1115
Country Trust Bank
Illinois
$106K – – –
CSC
1116
Caldwell Sutter Capital
California
$102K – – –
OW
1117
Olistico Wealth
Oklahoma
$96.3K – – –
MA
1118
MCF Advisors
Kentucky
$94.7K – – –
PAI
1119
Pittenger & Anderson Inc
Nebraska
$92.3K -$40.5K -300 -31%
MAM
1120
Morse Asset Management
Connecticut
$92.1K +$92.1K +682 New
PCMC
1121
Planning Capital Management Corporation
Pennsylvania
$91.7K – – –
LWA
1122
Lowe Wealth Advisors
Maryland
$90.1K – – –
PFSC
1123
Peoples Financial Services Corp
Pennsylvania
$90.1K +$52.1K +386 +137%
GIA
1124
GHP Investment Advisors
Colorado
$87.1K +$675 +5 +0.8%
HGA
1125
Hobbs Group Advisors
South Carolina
$85.8K – – –
43 44
45
46 47