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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 %
JWA
276
JFS Wealth Advisors
Pennsylvania
$2.46M +$265K +2,343 +12%
CAL
277
Capital Analysts LLC
Pennsylvania
$2.46M -$162K -1,426 -6%
MPCL
278
My Personal CFO LLC
Washington
$2.45M -$205K -1,810 -8%
OPCM
279
Osborne Partners Capital Management
California
$2.43M -$17.6K -155 -0.7%
BDS
280
Banco de Sabadell
Florida
$2.39M +$140K +1,236 +6%
PL
281
Plancorp LLC
Missouri
$2.37M – – –
SQA
282
Simon Quick Advisors
New Jersey
$2.37M -$15.9K -140 -0.7%
FFS
283
Founders Financial Securities
Maryland
$2.35M +$1.38M +12,217 +144%
MWM
284
Mission Wealth Management
California
$2.34M +$24.8K +219 +1%
FAIM
285
Financial Advocates Investment Management
Washington
$2.32M -$115K -1,013 -5%
FNBT
286
FineMark National Bank & Trust
Florida
$2.3M +$102K +902 +5%
EWM
287
Evercore Wealth Management
New York
$2.3M -$42.5K -375 -2%
WLPWM
288
Walled Lake Planning & Wealth Management
Illinois
$2.29M +$29.9K +264 +1%
PPP
289
Private Portfolio Partners
New Jersey
$2.28M -$8.61K -76 -0.4%
WWM
290
Wolff Wiese Magana
California
$2.28M +$66.3K +585 +3%
SPWG
291
Syntegra Private Wealth Group
Missouri
$2.27M -$52.1K -460 -2%
MMG
292
Monetary Management Group
Missouri
$2.27M +$680K +6,000 +43%
ECG
293
Edge Capital Group
Georgia
$2.26M +$69.2K +611 +3%
EFS
294
Essex Financial Services
Connecticut
$2.25M -$198K -1,746 -8%
WA
295
Wealth Alliance
New York
$2.22M +$2.22M +19,585 New
IAIM
296
International Assets Investment Management
Florida
$2.2M +$57.4K +507 +3%
Carson Wealth (CWM LLC)
297
Carson Wealth (CWM LLC)
Nebraska
$2.19M -$74.2K -655 -3%
AFS
298
Access Financial Services
Minnesota
$2.19M -$67.8K -598 -3%
ZF
299
Zhang Financial
Michigan
$2.18M -$137K -1,209 -6%
CFGS
300
Concourse Financial Group Securities
Alabama
$2.17M +$91K +803 +4%
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12
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