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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 %
MMHP
176
Murphy Middleton Hinkle & Parker
Georgia
$4.39M +$33.1K +245 +0.8%
OPS
177
Orion Portfolio Solutions
Nebraska
$4.39M -$324K -2,396 -7%
BCI
178
Brinker Capital Investments
Pennsylvania
$4.39M -$324K -2,396 -7%
JWCA
179
J.W. Cole Advisors
Florida
$4.38M +$49K +363 +1%
LP
180
LGL Partners
Pennsylvania
$4.34M -$295K -2,185 -6%
SDAM
181
Shulman DeMeo Asset Management
New York
$4.33M -$7.02K -52 -0.2%
Vanguard Group
182
Vanguard Group
Pennsylvania
$4.28M +$3.92K +29 +0.1%
Carson Wealth (CWM LLC)
183
Carson Wealth (CWM LLC)
Nebraska
$4.26M -$20.4K -151 -0.5%
CA
184
CoreCap Advisors
Michigan
$4.24M +$4.24M +31,397 New
VCM
185
Vivaldi Capital Management
Illinois
$4.24M +$69.4K +514 +2%
OWA
186
One Wealth Advisors
California
$4.22M -$14K -104 -0.3%
IC
187
IEQ Capital
California
$4.15M +$598K +4,429 +17%
MAWCM
188
Mine & Arao Wealth Creation & Management
California
$4.13M -$51.5K -381 -1%
AA
189
Argent Advisors
Louisiana
$4.12M -$18.4K -136 -0.4%
GLLW
190
Graves Light Lenhart Wealth
Virginia
$4.11M -$140K -1,035 -3%
PFS
191
Prospera Financial Services
Texas
$4.09M +$183K +1,354 +5%
AAP
192
Arax Advisory Partners
Colorado
$4.06M -$24.4K -181 -0.6%
FWP
193
FAS Wealth Partners
Kansas
$4.02M +$33.6K +249 +0.8%
TC
194
Trilogy Capital
California
$3.99M +$14.5K +107 +0.4%
TAM
195
Townsend Asset Management
North Carolina
$3.97M +$710K +5,258 +22%
PWP
196
Principle Wealth Partners
Connecticut
$3.97M +$355K +2,625 +10%
GFL
197
Granite FO LLC
New Hampshire
$3.96M -$251K -1,855 -6%
HW
198
Hancock Whitney
Mississippi
$3.93M +$113K +834 +3%
WQ
199
Wealth Quarterback
New Jersey
$3.92M +$98.9K +732 +3%
PA
200
Pinnacle Associates
New York
$3.91M +$66.7K +569 +2%
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