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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,315 hedge funds and large institutions have $10B invested in iShares Select Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 406 increasing their positions, 405 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,315
Holders Change
+70
Holders Change %
+5.62%
% of All Funds
17.51%
Holding in Top 10
32
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.43%
New
156
Increased
406
Reduced
405
Closed
63
Calls
$235M
Puts
$20.5M
Net Calls
+$215M
Net Calls Change
+$118M

Top Buyers

1
MHI
1
Miller Howard Investments
New York
$65.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$864M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$53M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$223M
5
Charles Schwab
5
Charles Schwab
California
$37.9M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$4.36M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$881M
3
HNB
3
Huntington National Bank
Ohio
$37.2M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
BGDI
5
BW Gestao de Investimentos
Brazil
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ATC
1201
Adirondack Trust Company
New York
$59.1K – – –
FPB
1202
First PREMIER Bank
South Dakota
$59K – – –
FLP
1203
Financial Life Planners
Arizona
$58.3K +$58.3K +444 New
MFC
1204
Morris Financial Concepts
South Carolina
$56.9K – – –
WAG
1205
Windsor Advisory Group
Ohio
$55.4K +$55.4K +422 New
CWM
1206
Compass Wealth Management
Connecticut
$54.6K – – –
HI
1207
Hoey Investments
Pennsylvania
$54K +$53.4K +407 +10,175%
VWM
1208
Valley Wealth Managers
New Jersey
$53.4K – – –
HCM
1209
Hollencrest Capital Management
California
$52K – – –
RMP
1210
Richards, Merrill & Peterson
Washington
$52K +$52K +396 New
FFA
1211
Fairfield Financial Advisors
Massachusetts
$51.7K +$394 +3 +0.8%
NFSG
1212
Newbridge Financial Services Group
Florida
$51.6K +$51.6K +393 New
SL
1213
Salomon & Ludwin
Virginia
$50.3K -$2.63K -20 -5%
FG
1214
Fairman Group
Pennsylvania
$49.2K +$262 +2 +0.5%
HFS
1215
Hopwood Financial Services
Virginia
$48.1K +$48.1K +366 New
HWM
1216
Hemington Wealth Management
Virginia
$48K – – –
HWM
1217
Horizons Wealth Management
North Carolina
$47.3K – – –
MIM
1218
Marshall Investment Management
Colorado
$47.1K +$47.1K +348 New
GWSG
1219
GPS Wealth Strategies Group
Colorado
$46.8K +$263 +2 +0.6%
LB
1220
Legacy Bridge
Iowa
$46K – – –
AAMA
1221
Advanced Asset Management Advisors
Ohio
$45.7K – – –
MSG
1222
Main Street Group
Virginia
$44.6K – – –
CYG
1223
Clean Yield Group
Vermont
$43.1K – – –
WCM
1224
Weaver Capital Management
Georgia
$42.7K +$42.7K +325 New
POIA
1225
Pin Oak Investment Advisors
Texas
$42K – – –
47 48
49
50 51