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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.

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
Raymond James Financial
1
Raymond James Financial
Florida
$156M
2
MHI
2
Miller Howard Investments
New York
$65.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$864M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$53M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$223M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$4.36M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$881M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$0
4
BGDI
4
BW Gestao de Investimentos
Brazil
$0
5
ETC
5
Exchange Traded Concepts
Oklahoma
$29.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.09B 8,294,357 -33,856 -0.4%
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$881M 6,712 -340 -5%
Morgan Stanley
3
Morgan Stanley
New York
$864M 6,578,131 +364,909 +6%
Wells Fargo
4
Wells Fargo
California
$509M 3,875,784 +183,589 +5%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$501M 3,815,959 -45,451 -1%
Northern Trust
6
Northern Trust
Illinois
$381M 2,898,608 -58,048 -2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$308M 2,346,687 +100,103 +4%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$247M 1,881,782 +13,228 +0.7%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$223M 1,695,199 +314,358 +23%
LPL Financial
10
LPL Financial
California
$210M 1,596,398 +130,573 +9%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$208M 1,587,775 +38,432 +2%
Truist Financial
12
Truist Financial
North Carolina
$157M 1,195,080 +44,508 +4%
Raymond James Financial
13
Raymond James Financial
Florida
$156M 1,190,665 +1,190,665 New
US Bancorp
14
US Bancorp
Minnesota
$148M 1,125,515 -34,671 -3%
UBS Group
15
UBS Group
Switzerland
$146M 1,112,356 +82,542 +8%
HCM
16
Howard Capital Management
Georgia
$129M 984,600 – –
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$99.2M 755,512 -32,516 -4%
NCM
18
Northside Capital Management
Oregon
$89.5M 681,480 +14 +0%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$84.9M 646,644 +4,820 +0.8%
Goldman Sachs
20
Goldman Sachs
New York
$78.9M 601,173 -15,219 -2%
MHI
21
Miller Howard Investments
New York
$65.5M 498,927 +392,667 +370%
Comerica Bank
22
Comerica Bank
Texas
$64.8M 493,235 +9,181 +2%
Ameriprise
23
Ameriprise
Minnesota
$64.3M 490,827 +13,510 +3%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$56.2M 427,810 +24,065 +6%
Focus Partners Wealth
25
Focus Partners Wealth
Massachusetts
$53M 403,718 +358,633 +795%
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