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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,207 hedge funds and large institutions have $7.99B invested in iShares Select Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 343 increasing their positions, 470 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,207
Holders Change
-14
Holders Change %
-1.15%
% of All Funds
17.56%
Holding in Top 10
30
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.29%
% of All Funds
0.44%
New
66
Increased
343
Reduced
470
Closed
62
Calls
$76.9M
Puts
$25.7M
Net Calls
+$51.1M
Net Calls Change
+$30.8M

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$93.5M
2
ETC
2
Exchange Traded Concepts
Oklahoma
$42.1M
3
MHI
3
Miller Howard Investments
New York
$38.1M
4
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$25.6M
5
DBIA
5
Dumont & Blake Investment Advisors
New Jersey
$16M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.28M
2
NAM
2
Nissay Asset Management
Japan
$0
3
OAC
3
OMERS Administration Corp
Ontario, Canada
$0
4
Bank of America
4
Bank of America
North Carolina
$986M
5
HNB
5
Huntington National Bank
Ohio
$28.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTS
201
Fifth Third Securities
Ohio
$3.26M +$35.6K +294 +1%
PWP
202
Principle Wealth Partners
Connecticut
$3.23M +$185K +1,529 +6%
AllianceBernstein
203
AllianceBernstein
Tennessee
$3.19M -$81.2K -671 -2%
SW
204
SVB Wealth
Massachusetts
$3.19M -$603K -4,981 -16%
IC
205
IEQ Capital
California
$3.18M +$35.3K +292 +1%
TFS
206
Thoroughbred Financial Services
Tennessee
$3.15M +$508K +4,203 +19%
GA
207
GoalVest Advisory
New York
$3.14M -$534K -4,414 -15%
NCM
208
Narwhal Capital Management
Georgia
$3.13M -$1.57K -13 -0.1%
TCM
209
Traynor Capital Management
Pennsylvania
$3.1M -$234K -1,934 -7%
TWM
210
Tradition Wealth Management
Minnesota
$3.1M -$2.3K -19 -0.1%
HSBC Holdings
211
HSBC Holdings
United Kingdom
$3.09M +$1.42M +11,722 +85%
GPA
212
Guidance Point Advisors
Massachusetts
$3.04M +$5.57K +46 +0.2%
JWA
213
JFS Wealth Advisors
Pennsylvania
$3.03M +$968 +8 +0%
SPC
214
Sigma Planning Corp
Michigan
$3.02M -$588K -4,863 -16%
ATC
215
Argent Trust Co
Tennessee
$3.02M -$30.2K -250 -1%
IAIM
216
International Assets Investment Management
Florida
$3M +$15K +124 +0.5%
AIM
217
Allen Investment Management
New York
$2.99M – – –
SSW
218
Smith Shellnut Wilson
Mississippi
$2.96M – – –
STA
219
Summit Trail Advisors
New York
$2.94M +$229K +1,891 +8%
TAM
220
Townsend Asset Management
North Carolina
$2.92M +$1.1M +9,086 +60%
MMA
221
Miracle Mile Advisors
California
$2.91M -$229K -1,889 -7%
Simplex Trading
222
Simplex Trading
Illinois
$2.89M +$2.89M +23,924 New
MWM
223
Mission Wealth Management
California
$2.88M +$369K +3,053 +15%
CL
224
Cabana LLC
Arkansas
$2.87M +$2.87M +23,683 New
WAP
225
Wealthcare Advisory Partners
Pennsylvania
$2.86M +$224K +1,855 +9%
7 8
9
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