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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,229 hedge funds and large institutions have $9.37B invested in iShares Select Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 330 increasing their positions, 471 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,229
Holders Change
+82
Holders Change %
+7.15%
% of All Funds
18.02%
Holding in Top 10
34
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.56%
% of All Funds
0.5%
New
145
Increased
330
Reduced
471
Closed
49
Calls
$46.5M
Puts
$28.8M
Net Calls
+$17.7M
Net Calls Change
-$23.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$802M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$67.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$46.1M
4
HI
Horizon Investments
North Carolina
+$40.5M
5
MHI
Miller Howard Investments
New York
+$24.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$138M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$69.4M
3
Wells Fargo
Wells Fargo
California
-$45.8M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$41.7M
5
Osaic Holdings
Osaic Holdings
Arizona
-$37.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCC
226
Florin Court Capital
United Kingdom
$2.93M +$2.93M +25,000 New
SSW
227
Smith Shellnut Wilson
Mississippi
$2.92M -$938K -8,000 -24%
CHC
228
City Holding Co
West Virginia
$2.91M -$626K -5,339 -18%
AIM
229
Allen Investment Management
New York
$2.89M – – –
RSWM
230
Robertson Stephens Wealth Management
California
$2.88M -$53.9K -460 -2%
EFS
231
Essex Financial Services
Connecticut
$2.84M -$223K -1,899 -7%
NL
232
NWAM LLC
Washington
$2.84M +$1.68M +14,310 +145%
CIA
233
Caerus Investment Advisors
Texas
$2.82M – – –
ATC
234
Argent Trust Co
Tennessee
$2.79M +$148K +1,260 +6%
GTAM
235
Global Trust Asset Management
Florida
$2.76M -$370K -3,156 -12%
FFS
236
Founders Financial Securities
Maryland
$2.76M +$1.84M +15,705 +200%
JIC
237
Joel Isaacson & Co
New York
$2.75M -$140K -1,191 -5%
KFA
238
Kapstone Financial Advisors
Ohio
$2.75M -$21K -180 -0.8%
WWM
239
Western Wealth Management
Colorado
$2.74M -$40.1K -342 -1%
PGFC
240
Peapack-Gladstone Financial Corp
New Jersey
$2.74M -$92K -785 -3%
HGERS
241
Householder Group Estate & Retirement Specialist
Arizona
$2.73M -$185K -1,575 -6%
HCM
242
Howland Capital Management
Massachusetts
$2.72M -$41.5K -354 -2%
SQA
243
Simon Quick Advisors
New Jersey
$2.72M – – –
AA
244
Argent Advisors
Louisiana
$2.71M +$101K +861 +4%
HTC
245
Haverford Trust Company
Pennsylvania
$2.71M +$106K +903 +4%
SS
246
Simplicity Solutions
Minnesota
$2.7M -$151K -1,288 -5%
IC
247
IEQ Capital
California
$2.69M +$109K +930 +4%
HNWAG
248
High Net Worth Advisory Group
Florida
$2.67M +$37.6K +321 +1%
MCCA
249
Mill Creek Capital Advisors
Pennsylvania
$2.67M -$33.2K -283 -1%
GHAM
250
Gilman Hill Asset Management
Connecticut
$2.66M +$2.66M +22,730 New
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