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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 %
RMAM
301
Raab & Moskowitz Asset Management
New Jersey
$2.17M +$5.55K +49 +0.3%
FCBT
302
First Citizens Bank & Trust
North Carolina
$2.17M +$653K +5,764 +43%
FDCDDQ
303
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.17M -$84.7K -748 -4%
WT
304
Whittier Trust
California
$2.17M -$803K -7,083 -27%
OA
305
Operose Advisors
Wisconsin
$2.16M +$87.8K +775 +4%
CPIA
306
Cornell Pochily Investment Advisors
New York
$2.14M +$4.42K +39 +0.2%
BIP
307
Bouvel Investment Partners
Pennsylvania
$2.13M -$56.2K -496 -3%
BRWA
308
B. Riley Wealth Advisors
Florida
$2.13M -$70.6K -623 -3%
CCWA
309
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.13M +$239K +2,111 +13%
ICM
310
IMS Capital Management
Oregon
$2.11M +$91K +803 +5%
CFCI
311
Comprehensive Financial Consultants Institutional
Indiana
$2.11M -$106K -922 -5%
USB
312
Union Savings Bank
Connecticut
$2.11M +$2.11M +17,839 New
SFWA
313
Summit Financial Wealth Advisors
Louisiana
$2.1M -$41.2K -364 -2%
AFO
314
Arrowroot Family Office
California
$2.09M +$15.9K +140 +0.8%
VFA
315
Valeo Financial Advisors
Indiana
$2.06M +$52.6K +464 +3%
APWM
316
Atlas Private Wealth Management
New York
$2.06M +$87.9K +776 +4%
PA
317
Parallel Advisors
California
$2.06M -$89.4K -789 -4%
WB
318
WesBanco Bank
West Virginia
$2.06M +$45.3K +400 +2%
Mirae Asset Global Investments
319
Mirae Asset Global Investments
South Korea
$2.04M -$1.19M -10,500 -37%
FBB
320
Fulton Breakefield Broenniman
Maryland
$2.03M -$124K -1,093 -6%
OIA
321
OneDigital Investment Advisors
Kansas
$2.02M -$6.8K -60 -0.3%
MFWP
322
Mosaic Family Wealth Partners
Missouri
$1.99M +$7.93K +70 +0.4%
AAS
323
Ameritas Advisory Services
Nebraska
$1.99M -$904K -7,995 -31%
Simplex Trading
324
Simplex Trading
Illinois
$1.97M -$4.19M -36,943 -68%
CGH
325
Crossmark Global Holdings
Texas
$1.96M -$15.3K -130 -0.8%
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