DVY icon

iShares Select Dividend ETF
DVY

Overview Fund Activity

1,176 hedge funds and large institutions have $9.35B invested in iShares Select Dividend ETF in 2023 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 302 increasing their positions, 514 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,176
Holders Change
-17
Holders Change %
-1.42%
% of All Funds
18.55%
Holding in Top 10
40
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-25.93%
% of All Funds
0.63%
New
70
Increased
302
Reduced
514
Closed
77
Calls
$35.2M
Puts
$37.5M
Net Calls
-$2.25M
Net Calls Change
+$267M

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$28.6M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$37.9M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$101M
4
Citadel Advisors
4
Citadel Advisors
Florida
$17.5M
5
Jane Street
5
Jane Street
New York
$12M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$191M
2
NAM
2
Nissay Asset Management
Japan
$132M
3
Wells Fargo
3
Wells Fargo
California
$538M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$414M
5
M1FG
5
Mach-1 Financial Group
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWP
226
Principle Wealth Partners
Connecticut
$3.23M -$36.4K -321 -1%
Susquehanna International Group
227
Susquehanna International Group
Pennsylvania
$3.21M -$3.74K -33 -0.1%
FANJ
228
Financial Architects (New Jersey)
New Jersey
$3.2M -$12.1K -107 -0.4%
MAM
229
MMA Asset Management
Pennsylvania
$3.18M -$1.66M -14,642 -34%
MCCA
230
Mill Creek Capital Advisors
Pennsylvania
$3.17M -$1.14M -10,020 -26%
SS
231
Simplicity Solutions
Minnesota
$3.12M -$1.1M -9,675 -26%
IC
232
IEQ Capital
California
$3.09M +$1.06M +9,367 +52%
IA
233
IFP Advisors
Florida
$3.08M -$794K -7,008 -20%
FWA
234
FOCUS Wealth Advisors
Texas
$3.03M -$208K -1,839 -6%
CHC
235
City Holding Co
West Virginia
$3.03M +$98.9K +873 +3%
CAG
236
Csenge Advisory Group
Florida
$3.01M +$75.3K +665 +3%
PGFC
237
Peapack-Gladstone Financial Corp
New Jersey
$2.99M -$393K -3,473 -12%
Walleye Trading
238
Walleye Trading
New York
$2.97M -$6.15M -54,290 -67%
IWP
239
Invenio Wealth Partners
Florida
$2.95M +$2.95M +26,061 New
State Street
240
State Street
Massachusetts
$2.95M +$79.8K +704 +3%
APWA
241
Atlas Private Wealth Advisors
New Jersey
$2.93M +$1.39M +12,235 +90%
NCM
242
Narwhal Capital Management
Georgia
$2.92M +$163K +1,440 +6%
GPA
243
Guidance Point Advisors
Massachusetts
$2.9M +$30.4K +268 +1%
NL
244
NWAM LLC
Washington
$2.9M +$1.53M +13,490 +112%
ATC
245
Argent Trust Co
Tennessee
$2.9M -$43.7K -386 -1%
AF
246
Allworth Financial
California
$2.89M +$407K +3,594 +16%
CAGAS
247
Capital Advisory Group Advisory Services
Minnesota
$2.85M -$203K -1,790 -7%
HW
248
Hancock Whitney
Mississippi
$2.84M +$235K +2,076 +9%
AIM
249
Allen Investment Management
New York
$2.8M – – –
SC
250
Scotia Capital
Ontario, Canada
$2.78M +$12.4K +109 +0.4%
8 9
10
11 12