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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 %
FWM
1351
Fairhaven Wealth Management
Illinois
– -$205K -1,515 Closed
IGGA
1352
Iron Gate Global Advisors
Utah
– -$204K -1,511 Closed
SFS
1353
Security Financial Services
Indiana
– -$204K -1,507 Closed
NP
1354
Nilsine Partners
Colorado
– -$203K -1,506 Closed
BBNA
1355
Bremer Bank National Association
Minnesota
– -$203K -1,500 Closed
AC
1356
Asio Capital
Kentucky
– -$203K -1,500 Closed
OCM
1357
Objective Capital Management
Ohio
– -$203K -1,500 Closed
TCM
1358
Triumph Capital Management
Colorado
– -$203K -1,500 Closed
SAM
1359
Summit Asset Management
Tennessee
– -$203K -1,500 Closed
BFG
1360
Berger Financial Group
Minnesota
– -$202K -1,493 Closed
Chevy Chase Trust
1361
Chevy Chase Trust
Maryland
– -$201K -1,490 Closed
CRI
1362
Colonial River Investments
Virginia
– -$201K -1,486 Closed
HSWM
1363
Hubbell Strickland Wealth Management
Louisiana
– -$200K -1,483 Closed
ATS
1364
Ashton Thomas Securities
New York
– -$161K -1,190 Closed
BWP
1365
Baldwin Wealth Partners
Massachusetts
– -$149K -1,100 Closed
IF
1366
Integrity Financial
Wyoming
– -$142K -1,050 Closed
HGA
1367
Hobbs Group Advisors
South Carolina
– -$85.8K -635 Closed
T
1368
Tidemark
California
– -$50.4K -373 Closed
WFA
1369
West Financial Advisors
Iowa
– -$36.9K -273 Closed
AT
1370
Avalon Trust
New Mexico
– -$27K -200 Closed
KA
1371
Kozak & Associates
Colorado
– -$23.8K -173 Closed
YDMI
1372
Y.D. More Investments
Israel
– -$22.3K -165 Closed
PA
1373
PSI Advisors
Florida
– -$13.9K -103 Closed
HR
1374
Howe & Rusling
New York
– -$13.5K -100 Closed
MCM
1375
Manchester Capital Management
Vermont
– -$11.5K -85 Closed
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