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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 %
FWA
151
FOCUS Wealth Advisors
Texas
$5.4M -$35.9K -266 -0.7%
CFO
152
Callan Family Office
Pennsylvania
$5.28M -$14.2K -105 -0.3%
OC
153
Oppenheimer & Co
New York
$5.27M +$73.1K +541 +1%
MAM
154
MMA Asset Management
Pennsylvania
$5.26M +$3.81M +31,391 +262%
IF
155
Ironwood Financial
Arizona
$5.26M +$25.4K +188 +0.5%
EBA
156
Eagle Bay Advisors
New York
$5.23M – – –
NF
157
Nikulski Financial
Iowa
$5.18M -$34.8K -258 -0.7%
SWP
158
Stratos Wealth Partners
Ohio
$5.18M +$2.6M +19,279 +101%
LWP
159
LMG Wealth Partners
Louisiana
$5.17M -$4.32K -32 -0.1%
IA
160
IFG Advisory
Georgia
$5.15M +$265K +1,964 +5%
CM
161
Cornerstone Management
Georgia
$5.02M -$15.9K -118 -0.3%
FWCM
162
Ferguson Wellman Capital Management
Oregon
$4.96M -$23.8K -176 -0.5%
LC
163
Landaas & Company
Wisconsin
$4.94M +$131K +971 +3%
MCM
164
Mendel Capital Management
Arkansas
$4.88M +$11.8K +87 +0.2%
KeyBank National Association
165
KeyBank National Association
Ohio
$4.74M +$408K +3,021 +9%
KWM
166
Keebeck Wealth Management
Illinois
$4.74M +$299K +2,210 +7%
MML Investors Services
167
MML Investors Services
Massachusetts
$4.72M +$615K +4,553 +15%
MCM
168
MV Capital Management
Maryland
$4.6M -$3.11K -23 -0.1%
Thrivent Financial for Lutherans
169
Thrivent Financial for Lutherans
Minnesota
$4.59M +$1.49M +11,032 +48%
JPLA
170
Joseph P. Lucia & Associates
New York
$4.52M -$157K -1,165 -3%
CA
171
Clearstead Advisors
Ohio
$4.5M -$12K -89 -0.3%
SA
172
Scarborough Advisors
Maryland
$4.49M +$4.49M +33,268 New
AFG
173
Albion Financial Group
Utah
$4.46M – – –
Envestnet Portfolio Solutions
174
Envestnet Portfolio Solutions
Illinois
$4.42M -$508K -3,763 -10%
KA
175
Klingman & Associates
New York
$4.41M – – –
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7
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