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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 %
S
1176
Syntrinsic
Colorado
$33.8K – – –
BCMLT
1177
Beacon Capital Management LLC (Tennessee)
Tennessee
$33.3K +$270 +2 +0.8%
1IA
1178
1620 Investment Advisors
Massachusetts
$33.2K – – –
KHC
1179
Koesten Hirschmann & Crabtree
Kansas
$33.1K -$40K -296 -55%
IAIM
1180
International Assets Investment Management
Florida
$32.4K +$32.2K +4,348,183 +17,526%
CFS
1181
CGC Financial Services
Oregon
$32.2K – – –
TFA
1182
Toth Financial Advisory
Virginia
$31.7K – – –
GI
1183
GAMMA Investing
California
$31.3K – – –
TC
1184
Trust Company
Kansas
$29.7K – – –
JFA
1185
JNBA Financial Advisors
Minnesota
$27.6K – – –
RP
1186
Rice Partnership
Hawaii
$27K – – –
AT
1187
Avalon Trust
New Mexico
$27K – – –
CJL
1188
Cyrus J. Lawrence
New York
$27K – – –
KA
1189
Kozak & Associates
Colorado
$23.8K +$275 +2 +1%
ME
1190
McIlrath & Eck
Washington
$23.7K – – –
AAG
1191
Armstrong Advisory Group
Massachusetts
$22.8K +$22.8K +169 New
YDMI
1192
Y.D. More Investments
Israel
$22.3K – – –
AA
1193
Addison Advisors
Vermont
$20.5K -$10.8K -80 -34%
QPBE
1194
Quintet Private Bank (Europe)
Luxembourg
$20.3K +$2.57K +19 +15%
RAM
1195
Riggs Asset Management
Pennsylvania
$19.6K +$270 +2 +1%
TCG
1196
Transcendent Capital Group
Oklahoma
$19K +$270 +2 +1%
CMBA
1197
C.M. Bidwell & Associates
Hawaii
$18.9K – – –
TFM
1198
TFC Financial Management
Massachusetts
$18.2K +$270 +2 +2%
NRG
1199
Nemes Rush Group
Michigan
$17.7K – – –
FM
1200
Family Management
New York
$17.7K – – –
46 47
48
49 50