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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 %
WAM
326
Weinberger Asset Management
California
$1.96M -$11.6K -102 -0.6%
AWM
327
Aberdeen Wealth Management
Illinois
$1.96M – – –
PNC
328
Park National Corp
Ohio
$1.95M – – –
SFG
329
Sterling Financial Group
California
$1.93M – – –
CCG
330
Cypress Capital Group
Florida
$1.92M -$23.2K -205 -1%
AWM
331
Apollon Wealth Management
South Carolina
$1.92M +$1.22M +10,761 +174%
BCA
332
Bay Colony Advisors
Massachusetts
$1.92M +$1.36K +12 +0.1%
PLU
333
Performa Ltd (US)
South Carolina
$1.91M – – –
WAP
334
Wealthcare Advisory Partners
Pennsylvania
$1.9M +$56.2K +496 +3%
FIM
335
Fernwood Investment Management
Massachusetts
$1.9M -$12K -106 -0.6%
AIM
336
Alhambra Investment Management
Florida
$1.86M +$20.6K +182 +1%
AIM
337
Aspen Investment Management
Michigan
$1.85M -$740K -6,534 -29%
NSCM
338
New South Capital Management
Tennessee
$1.85M – – –
IAG
339
Investment Advisory Group
Massachusetts
$1.84M -$9.18K -81 -0.5%
KWM
340
Kaydan Wealth Management
Michigan
$1.83M +$2.27K +20 +0.1%
JE
341
JMAC Enterprises
Pennsylvania
$1.82M +$17.9K +158 +1%
CGH
342
CMG Global Holdings
Texas
$1.82M -$2.83K -25 -0.2%
EAM
343
Evanson Asset Management
California
$1.81M +$567 +5 +0%
FSA
344
Franklin Street Advisors
North Carolina
$1.81M – – –
SS
345
Sunbelt Securities
Texas
$1.81M +$166K +1,462 +10%
TCA
346
Transcend Capital Advisors
New Jersey
$1.78M – – –
LFAS
347
Level Four Advisory Services
Texas
$1.77M -$84.9K -749 -5%
AMG
348
Asset Management Group
Connecticut
$1.77M -$12.5K -110 -0.7%
ES
349
Eagle Strategies
New York
$1.76M +$165K +1,456 +10%
MFA
350
Mayflower Financial Advisors
Massachusetts
$1.75M -$17K -150 -1%
12 13
14
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