DVY icon

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 %
SL
1151
Salomon & Ludwin
Virginia
$54.4K – – –
HCM
1152
Hollencrest Capital Management
California
$53.5K – – –
FFA
1153
Fairfield Financial Advisors
Massachusetts
$52.9K +$270 +2 +0.5%
RFS
1154
Richardson Financial Services
Massachusetts
$50.7K – – –
FG
1155
Fairman Group
Pennsylvania
$50.4K +$270 +2 +0.5%
T
1156
Tidemark
California
$50.4K -$21.5K -159 -30%
HWM
1157
Hemington Wealth Management
Virginia
$49K +$49K +371 New
HWM
1158
Horizons Wealth Management
North Carolina
$48.6K – – –
GWSG
1159
GPS Wealth Strategies Group
Colorado
$47.8K +$41.3K +306 +638%
FPFS
1160
First Personal Financial Services
North Carolina
$47.3K – – –
LB
1161
Legacy Bridge
Iowa
$47.3K – – –
MSG
1162
Main Street Group
Virginia
$45.9K +$20.7K +153 +82%
CYG
1163
Clean Yield Group
Vermont
$44.3K – – –
DFA
1164
DHJJ Financial Advisors
Illinois
$42.4K – – –
AAMA
1165
Advanced Asset Management Advisors
Ohio
$42.1K – – –
MRCM
1166
M&R Capital Management
New Jersey
$42K +$39.3K +291 +1,455%
POIA
1167
Pin Oak Investment Advisors
Texas
$42K – – –
ACA
1168
Atlas Capital Advisors
Wyoming
$40.5K – – –
WIM
1169
Westside Investment Management
California
$40.5K – – –
MCA
1170
Maryland Capital Advisors
Maryland
$40.5K – – –
JFG
1171
JDM Financial Group
Texas
$40.5K +$10.1K +75 +33%
GCM
1172
Gables Capital Management
Florida
$39K – – –
FFL
1173
Financial Freedom LLC
Ohio
$37.7K – – –
WFA
1174
West Financial Advisors
Iowa
$36.9K – – –
OWP
1175
ORG Wealth Partners
Texas
$35.7K +$35.7K +264 New
45 46
47
48 49