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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 %
HFM
1276
Hartford Financial Management
Connecticut
$14.4K – – –
PAG
1277
Paladin Advisory Group
Iowa
$14.2K – – –
TFGT
1278
TS Financial Group (TSFG)
Illinois
$14K – – –
TAM
1279
Tucker Asset Management
Colorado
$13.4K – – –
BWM
1280
Bernard Wealth Management
Michigan
$13.4K +$13.4K +102 New
OC
1281
Oarsman Capital
Wisconsin
$13.1K – – –
MSFP
1282
Mark Sheptoff Financial Planning
Connecticut
$13.1K – – –
SMAM
1283
Sugar Maple Asset Management
Wisconsin
$12.9K +$12.9K +98 New
HGERS
1284
Householder Group Estate & Retirement Specialist
Arizona
$12K -$1.42M -11,271 -99%
AEPWM
1285
Atlantic Edge Private Wealth Management
Florida
$11.8K – – –
SVCP
1286
Silicon Valley Capital Partners
California
$11.6K – – –
VWM
1287
Vermillion Wealth Management
Minnesota
$10.6K +$10.6K +81 New
BA
1288
Bellwether Advisors
Nebraska
$10.1K +$10.1K +77 New
RF
1289
Robbins Farley
New Hampshire
$9.85K – – –
DAM
1290
Delta Asset Management
Tennessee
$9.85K – – –
TCM
1291
TD Capital Management
Tennessee
$9.5K – – –
HMS
1292
Hanseatic Management Services
New Mexico
$8.8K – – –
CFFP
1293
Center for Financial Planning
Michigan
$8.01K – – –
RFA
1294
Register Financial Advisors
Georgia
$7.12K – – –
KIM
1295
Kestra Investment Management
Texas
$7.08K +$7.08K +54 New
CFP
1296
Comprehensive Financial Planning
Pennsylvania
$6.96K +$6.96K +53 New
PWMG
1297
Prestige Wealth Management Group
New Jersey
$6.83K – – –
WA
1298
WPG Advisers
Maryland
$4.65K +$4.65K +35 New
SFG
1299
Stonebridge Financial Group
Pennsylvania
$3.68K +$3.68K +28 New
CPA
1300
Compass Planning Associates
Massachusetts
$3.29K +$3.29K +25 New
50 51
52
53 54