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

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$4.36M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$881M
3
HNB
Huntington National Bank
Ohio
$37.2M
4
Two Sigma Investments
Two Sigma Investments
New York
$0
5
BGDI
BW Gestao de Investimentos
Brazil
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BL
1301
BFSG LLC
California
$3.28K – – –
PGAM
1302
Princeton Global Asset Management
New Jersey
$3.28K – – –
ICCON
1303
Investment Counsel Company of Nevada
Nevada
$3.11K +$3.11K +24 New
CPBTD
1304
Central Pacific Bank - Trust Division
Hawaii
$2.36K – – –
NMG
1305
New Millennium Group
Utah
$2.1K – – –
SAM
1306
Synergy Asset Management
Washington
$2.03K +$2.03K +15 New
NS
1307
NBC Securities
Alabama
$1.82K -$1.96M -14,034 -100%
RCM
1308
Raleigh Capital Management
North Carolina
$1.36K – – –
SFA
1309
Semmax Financial Advisors
North Carolina
$1.31K – – –
MCM
1310
Mainstream Capital Management
California
$1.18K +$1.18K +9 New
DWM
1311
Darwin Wealth Management
Florida
$787 – – –
Toronto Dominion Bank
1312
Toronto Dominion Bank
Ontario, Canada
$656 +$656 +5 New
WBC
1313
West Branch Capital
Massachusetts
$526 – – –
T
1314
Transce3nd
Texas
$263 +$263 +2 New
RS
1315
Rakuten Securities
Japan
$263 +$263 +2 New
Two Sigma Investments
1316
Two Sigma Investments
New York
– -$13.5M -99,609 Closed
BGDI
1317
BW Gestao de Investimentos
Brazil
– -$10.8M -79,945 Closed
Tudor Investment Corp
1318
Tudor Investment Corp
Connecticut
– -$6.74M -49,898 Closed
STA
1319
Summit Trail Advisors
New York
– -$3.27M -24,242 Closed
GS
1320
GTS Securities
New York
– -$2.44M -18,063 Closed
Capital Fund Management (CFM)
1321
Capital Fund Management (CFM)
France
– -$2.03M -15,054 Closed
Millennium Management
1322
Millennium Management
New York
– -$1.64M -12,147 Closed
CSPIA
1323
Cary Street Partners Investment Advisory
Virginia
– -$1.45M -10,728 Closed
GPW
1324
Gentry Private Wealth
Kansas
– -$1.15M -8,492 Closed
FTUS
1325
Flow Traders U.S.
New York
– -$891K -6,596 Closed
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