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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.

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 Market Value Shares Shares
Change 		Shares
Change %
LW
101
Linscomb Wealth
Texas
$9.49M 72,254 +1,256 +2%
AAIM
102
Asset Advisors Investment Management
Georgia
$9.43M 71,793 -3,515 -5%
WANY
103
Wealthspire Advisors (New York)
New York
$9.38M 71,475 +548 +0.8%
BOH
104
Bank of Hawaii
Hawaii
$9.37M 71,397 -1,740 -2%
SWP
105
Stratos Wealth Partners
Ohio
$8.9M 67,789 +29,463 +77%
WLIM
106
White Lighthouse Investment Management
Massachusetts
$8.72M 66,445 -2,438 -4%
IWC
107
Integrated Wealth Concepts
Massachusetts
$8.71M 66,330 +1,655 +3%
DBIA
108
Dumont & Blake Investment Advisors
New Jersey
$8.69M 66,155 -142 -0.2%
SIAP
109
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$8.67M 66,068 -565 -0.8%
SCM
110
Sterling Capital Management
North Carolina
$8.64M 65,793 +65,793 New
SFA
111
Sequoia Financial Advisors
Ohio
$8.41M 64,070 +16,234 +34%
FCC
112
Florin Court Capital
United Kingdom
$8.38M 63,800 -1,900 -3%
MA
113
Mutual Advisors
Nebraska
$8.35M 62,362 -2,388 -4%
BFA
114
Beaumont Financial Advisors
Massachusetts
$8.24M 62,790 +138 +0.2%
CFG
115
Citizens Financial Group
Rhode Island
$8.2M 62,426 +2,669 +4%
PFG
116
Pinnacle Financial Group
Illinois
$8.18M 62,299 +2,288 +4%
LF
117
Lee Financial
Texas
$8.11M 61,753 -2,316 -4%
CIBC Private Wealth Group
118
CIBC Private Wealth Group
Georgia
$7.86M 60,075 -1,954 -3%
VFP
119
Verus Financial Partners
Virginia
$7.7M 59,893 -2,940 -5%
Edgewood Management
120
Edgewood Management
Connecticut
$7.5M 57,162 – –
ANB
121
Amarillo National Bank
Texas
$7.32M 55,719 -842 -1%
FUBT
122
First United Bank & Trust
Maryland
$7.29M 55,537 +1,865 +3%
WMA
123
Wealth Management Associates
New Jersey
$7.26M 55,327 -52 -0.1%
PCIA
124
Prime Capital Investment Advisors
Kansas
$7.23M 55,081 -807 -1%
HWM
125
HB Wealth Management
Georgia
$7.08M 53,960 -121 -0.2%
3 4
5
6 7