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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 %
KFA
251
Kapstone Financial Advisors
Ohio
$2.77M -$70.3K -600 -2%
HCM
252
Howland Capital Management
Massachusetts
$2.76M -$16.8K -148 -0.6%
JIC
253
Joel Isaacson & Co
New York
$2.75M +$906 +8 +0%
SAG
254
SageView Advisory Group
California
$2.73M +$233K +2,055 +9%
CIA
255
Caerus Investment Advisors
Texas
$2.72M -$566 -5 -0%
AA
256
Argent Advisors
Louisiana
$2.72M +$6.46K +57 +0.2%
MOS
257
MGO One Seven
Ohio
$2.71M -$17.4K -154 -0.6%
TRCT
258
Tower Research Capital (TRC)
New York
$2.68M +$1.46M +12,911 +120%
FB
259
Fulton Bank
Pennsylvania
$2.68M -$101K -891 -4%
AP
260
Arlington Partners
Alabama
$2.67M -$31.7K -280 -1%
CGA
261
Crescent Grove Advisors
Illinois
$2.66M +$4.42K +39 +0.2%
CWS
262
Cypress Wealth Services
California
$2.65M -$10.3K -90 -0.4%
DADC
263
D.A. Davidson & Co
Montana
$2.64M +$286K +2,520 +12%
PCA
264
Private Capital Advisors
Connecticut
$2.63M – – –
KeyBank National Association
265
KeyBank National Association
Ohio
$2.6M +$185K +1,631 +8%
SWP
266
Stratos Wealth Partners
Ohio
$2.59M +$388K +3,421 +18%
HTC
267
Haverford Trust Company
Pennsylvania
$2.59M +$102K +904 +4%
CTC
268
Corundum Trust Company
South Dakota
$2.58M +$2.58M +22,774 New
TWC
269
TD Waterhouse Canada
Ontario, Canada
$2.57M +$73.6K +549 +3%
SAF
270
Smith Anglin Financial
Texas
$2.53M -$25M -220,552 -91%
HBW
271
Hazlett, Burt & Watson
West Virginia
$2.48M -$14.1K -125 -0.6%
MBT
272
Montecito Bank & Trust
California
$2.48M -$126K -1,113 -5%
FA
273
Flagstar Advisors
New York
$2.48M -$424K -3,742 -15%
HNWAG
274
High Net Worth Advisory Group
Florida
$2.48M -$61.7K -545 -2%
WWM
275
Western Wealth Management
Colorado
$2.46M -$141K -1,241 -5%
9 10
11
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