DVY icon

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 %
SA
126
Sanctuary Advisors
Indiana
$7.12M +$275K +1,935 +4%
ST
127
Smithfield Trust
Pennsylvania
$7.12M +$88.5K +656 +1%
KIA
128
KCM Investment Advisors
California
$7.02M +$270 +2 +0%
BL
129
Balentine LLC
Georgia
$6.79M -$790K -5,851 -10%
OFG
130
Omega Financial Group
California
$6.79M -$264K -1,957 -4%
Tudor Investment Corp
131
Tudor Investment Corp
Connecticut
$6.74M +$6.05M +44,789 +877%
HCMT
132
Highland Capital Management (Tennessee)
Tennessee
$6.6M -$17.6K -130 -0.3%
CAM
133
Carret Asset Management
New York
$6.6M -$10.8K -80 -0.2%
SAS
134
Stelac Advisory Services
New York
$6.52M +$543K +4,018 +9%
SFA
135
Sequoia Financial Advisors
Ohio
$6.46M +$141K +1,041 +2%
TPCW
136
TD Private Client Wealth
New York
$6.34M +$929K +6,878 +17%
GT
137
Glenview Trust
Kentucky
$6.28M +$301K +2,232 +5%
Focus Partners Wealth
138
Focus Partners Wealth
Massachusetts
$6.09M -$98.3M -727,863 -94%
RMAM
139
Raab & Moskowitz Asset Management
New Jersey
$5.97M +$185K +1,371 +3%
NEAM
140
New England Asset Management
Connecticut
$5.96M – – –
SFI
141
SPC Financial Inc
Maryland
$5.89M -$136K -1,007 -2%
MBTD
142
Mechanics Bank - Trust Department
California
$5.82M -$116K -857 -2%
CAAM
143
Cornerstone Advisors Asset Management
Pennsylvania
$5.79M -$106K -786 -2%
RG
144
Rathbones Group
United Kingdom
$5.75M -$136K -1,009 -2%
BHBT
145
Burke & Herbert Bank & Trust
Virginia
$5.72M +$145K +1,074 +3%
Charles Schwab
146
Charles Schwab
California
$5.66M -$6.2M -45,876 -52%
IAN
147
Integrated Advisors Network
Texas
$5.63M +$897K +6,642 +19%
JGIA
148
Jackson Grant Investment Advisers
Connecticut
$5.47M +$89.3K +661 +2%
Brown Advisory
149
Brown Advisory
Maryland
$5.44M +$28.2K +209 +0.5%
UCFA
150
United Capital Financial Advisors
Texas
$5.43M +$213K +1,574 +4%
4 5
6
7 8