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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
Miller Howard Investments
New York
$65.5M
2
Morgan Stanley
Morgan Stanley
New York
$864M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$53M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$223M
5
Charles Schwab
Charles Schwab
California
$37.9M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$4.36M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$881M
3
HNB
Huntington National Bank
Ohio
$37.2M
4
Two Sigma Investments
Two Sigma Investments
New York
$0
5
BGDI
BW Gestao de Investimentos
Brazil
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
176
Keebeck Wealth Management
Illinois
$4.61M – – –
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$4.57M +$427K +3,249 +10%
CFO
178
Callan Family Office
Pennsylvania
$4.54M -$591K -4,500 -12%
MCM
179
MV Capital Management
Maryland
$4.45M -$19.3K -147 -0.4%
Thrivent Financial for Lutherans
180
Thrivent Financial for Lutherans
Minnesota
$4.4M -$121K -911 -3%
CA
181
Clearstead Advisors
Ohio
$4.38M +$394 +3 +0%
JWCA
182
J.W. Cole Advisors
Florida
$4.37M +$112K +852 +3%
IAIM
183
International Assets Investment Management
Florida
$4.36M -$569M -4,339,745 -99%
JPLA
184
Joseph P. Lucia & Associates
New York
$4.35M -$47.7K -363 -1%
AFG
185
Albion Financial Group
Utah
$4.33M – – –
GCA
186
Gallagher Capital Advisors
Texas
$4.33M +$4.33M +32,988 New
KA
187
Klingman & Associates
New York
$4.29M – – –
PA
188
Pinnacle Associates
New York
$4.26M -$112K -855 -3%
LP
189
LGL Partners
Pennsylvania
$4.26M +$38.6K +294 +0.9%
VCM
190
Vivaldi Capital Management
Illinois
$4.24M -$32.1K -236 -0.8%
FAT
191
First American Trust
California
$4.24M -$5.46M -41,569 -56%
MMHP
192
Murphy Middleton Hinkle & Parker
Georgia
$4.21M -$57K -434 -1%
Vanguard Group
193
Vanguard Group
Pennsylvania
$4.16M – – –
OWA
194
One Wealth Advisors
California
$4.1M -$131 -1 -0%
EFS
195
Essex Financial Services
Connecticut
$4.04M +$1.12M +8,565 +39%
GLLW
196
Graves Light Lenhart Wealth
Virginia
$4.02M +$29.4K +224 +0.7%
CI
197
CX Institutional
Indiana
$4.02M +$404K +3,079 +11%
SDAM
198
Shulman DeMeo Asset Management
New York
$4.01M -$197K -1,498 -5%
TAM
199
Townsend Asset Management
North Carolina
$3.98M +$122K +933 +3%
SC
200
Scotia Capital
Ontario, Canada
$3.92M +$685K +5,219 +21%
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