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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 %
TCMP
1326
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$875K -6,474 Closed
HCM
1327
Hilton Capital Management
New York
– -$737K -5,455 Closed
ICM
1328
Ionic Capital Management
New York
– -$463K -3,431 Closed
TCWA
1329
Turtle Creek Wealth Advisors
Texas
– -$403K -2,986 Closed
MAG
1330
MRA Advisory Group
New Jersey
– -$335K -2,483 Closed
DTL
1331
Dynamic Technology Lab
Singapore
– -$314K -2,324 Closed
UAG
1332
United Advisor Group
Ohio
– -$305K -2,259 Closed
CST
1333
Charles Schwab Trust
Nevada
– -$299K -2,216 Closed
MSAM
1334
Moloney Securities Asset Management
Missouri
– -$278K -2,060 Closed
MIA
1335
MainStreet Investment Advisors
Illinois
– -$269K -1,990 Closed
MLA
1336
My Legacy Advisors
Oregon
– -$264K -1,957 Closed
SWM
1337
Segment Wealth Management
Texas
– -$254K -1,878 Closed
AG
1338
Ascent Group
Virginia
– -$241K -1,783 Closed
RCM
1339
Radnor Capital Management
Pennsylvania
– -$230K -1,702 Closed
IFA
1340
Interactive Financial Advisors
Illinois
– -$224K -1,662 Closed
FA
1341
Fiduciary Alliance
South Carolina
– -$220K -1,627 Closed
LWM
1342
LJI Wealth Management
Indiana
– -$220K -1,627 Closed
D
1343
Dentgroup
Louisiana
– -$219K -1,624 Closed
GWMIA
1344
Global Wealth Management Investment Advisory
Florida
– -$219K -1,623 Closed
FA
1345
Fermata Advisors
California
– -$214K -1,583 Closed
RMCM
1346
Reynders McVeigh Capital Management
Massachusetts
– -$212K -1,569 Closed
CC
1347
Cypress Capital
Tennessee
– -$208K -1,537 Closed
AA
1348
Advisory Alpha
Michigan
– -$205K -1,519 Closed
AUB
1349
Atlantic Union Bankshares
Virginia
– -$205K -1,518 Closed
TT
1350
TI-Trust
Illinois
– -$205K -1,518 Closed
52 53
54
55 56