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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 %
AAG
1126
Accordant Advisory Group
Maryland
$85.5K – – –
CAM
1127
Creekmur Asset Management
Illinois
$80.2K +$270 +2 +0.3%
WAM
1128
WFA Asset Management
Wisconsin
$79.2K -$56K -414 -41%
Schroder Investment Management Group
1129
Schroder Investment Management Group
United Kingdom
$77K – – –
FF
1130
Friedenthal Financial
New Jersey
$75.8K +$135 +1 +0.2%
CT
1131
Clearstead Trust
Maine
$75.6K – – –
WI
1132
Wintrust Investments
Illinois
$75K -$931K -6,926 -93%
CSB
1133
City State Bank
Iowa
$71.6K – – –
Russell Investments Group
1134
Russell Investments Group
United Kingdom
$70.1K +$21.5K +159 +44%
CA
1135
Centerpoint Advisors
Massachusetts
$69K -$10.7K -79 -13%
MHR
1136
Matthew Hamilton Rosenberg
$67.5K – – –
CIA
1137
Cape Investment Advisory
Georgia
$67.5K – – –
FCG
1138
Financial Connections Group
California
$67K – – –
FFO
1139
Fortitude Family Office
Arizona
$66.2K – – –
MG
1140
MilWealth Group
Wisconsin
$65.7K – – –
BA
1141
Ballast Advisors
Minnesota
$65.1K – – –
EWA
1142
EverSource Wealth Advisors
Alabama
$65.1K – – –
FMTCOCP
1143
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$63K – – –
EWP
1144
Elevation Wealth Partners
California
$62.3K +$540 +4 +0.9%
ATC
1145
Adirondack Trust Company
New York
$60.8K -$115K -850 -65%
MIM
1146
MTM Investment Management
South Carolina
$60.4K – – –
FPB
1147
First PREMIER Bank
South Dakota
$60K – – –
MFC
1148
Morris Financial Concepts
South Carolina
$58.6K -$1.08K -8 -2%
CWM
1149
Compass Wealth Management
Connecticut
$56.2K – – –
VWM
1150
Valley Wealth Managers
New Jersey
$55K -$103K -766 -65%
44 45
46
47 48