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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 %
CFFP
1226
Center for Financial Planning
Michigan
$8.24K – – –
CA
1227
Claris Advisors
Missouri
$7.29K +$7.29K +54 New
RFA
1228
Register Financial Advisors
Georgia
$7.25K +$134 +1 +2%
PWMG
1229
Prestige Wealth Management Group
New Jersey
$7.02K -$35.9K -266 -84%
VAMG
1230
Voisard Asset Management Group
Michigan
$6.75K -$675 -5 -9%
AWM
1231
Aspire Wealth Management
Massachusetts
$6.48K – – –
TSMHT
1232
Thurston Springer Miller Herd & Titak
Indiana
$5.94K -$4.19K -31 -41%
BL
1233
BFSG LLC
California
$3.38K – – –
PGAM
1234
Princeton Global Asset Management
New Jersey
$3.38K – – –
CPBTD
1235
Central Pacific Bank - Trust Division
Hawaii
$2.43K – – –
NMG
1236
New Millennium Group
Utah
$2.16K -$135 -1 -6%
RCM
1237
Raleigh Capital Management
North Carolina
$1.39K – – –
SFA
1238
Semmax Financial Advisors
North Carolina
$1.34K – – –
WOC
1239
West Oak Capital
California
$878 – – –
DWM
1240
Darwin Wealth Management
Florida
$810 +$810 +6 New
WBC
1241
West Branch Capital
Massachusetts
$541 +$541 +4 New
CAM
1242
Costello Asset Management
Pennsylvania
$540 – – –
HI
1243
Horizon Investments
North Carolina
$540 +$270 +2 +100%
HI
1244
Hoey Investments
Pennsylvania
$484 – – –
CMP
1245
Coston McIsaac & Partners
Maine
$74 – – –
HF
1246
HRT Financial
New York
– -$4.33M -35,812 Closed
SW
1247
SVB Wealth
Massachusetts
– -$3.19M -26,386 Closed
Simplex Trading
1248
Simplex Trading
Illinois
– -$2.89M -23,924 Closed
TRCT
1249
Tower Research Capital (TRC)
New York
– -$1.97M -16,247 Closed
TSS
1250
Two Sigma Securities
New York
– -$1.6M -13,266 Closed
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50
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