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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,221 hedge funds and large institutions have $8.56B invested in iShares Select Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 353 increasing their positions, 497 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,221
Holders Change
-8
Holders Change %
-0.65%
% of All Funds
17.7%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.51%
New
81
Increased
353
Reduced
497
Closed
72
Calls
$47.2M
Puts
$26.9M
Net Calls
+$20.4M
Net Calls Change
+$2.64M

Top Buyers

1
Jane Street
Jane Street
New York
+$72.2M
2
OAC
OMERS Administration Corp
Ontario, Canada
+$44.2M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$42.7M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$35.8M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$30M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$914M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$79.1M
3
NAM
Nissay Asset Management
Japan
-$70.4M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$52.5M
5
MHI
Miller Howard Investments
New York
-$41.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
USB
326
Union Savings Bank
Connecticut
$1.92M -$206K -1,675 -10%
WB
327
WesBanco Bank
West Virginia
$1.92M -$66.9K -543 -3%
SIC
328
Salem Investment Counselors
North Carolina
$1.9M +$12.3K +100 +0.7%
PA
329
Parallel Advisors
California
$1.88M -$199K -1,614 -10%
FPAS
330
Focus Partners Advisor Solutions
Missouri
$1.88M +$1.02M +8,266 +118%
MFG
331
Magnus Financial Group
New York
$1.88M +$13.6K +110 +0.7%
FBB
332
Fulton Breakefield Broenniman
Maryland
$1.88M -$150K -1,218 -7%
WT
333
Washington Trust
Rhode Island
$1.86M +$93.9K +762 +5%
TAM
334
Townsend Asset Management
North Carolina
$1.85M -$8.62K -70 -0.5%
IAG
335
Investment Advisory Group
Massachusetts
$1.85M -$14.2K -115 -0.8%
FHA
336
First Horizon Advisors
Tennessee
$1.85M -$74.8K -607 -4%
MCM
337
Manchester Capital Management
Vermont
$1.85M +$1.84M +14,900 +17,529%
PIA
338
Pinion Investment Advisors
Kansas
$1.82M +$387K +3,138 +27%
RFC
339
Regions Financial Corp
Alabama
$1.81M +$103K +839 +6%
EWM
340
Evercore Wealth Management
New York
$1.78M -$139K -1,125 -7%
WCM
341
WealthBridge Capital Management
Ohio
$1.78M -$5.67K -46 -0.3%
TCA
342
Trifecta Capital Advisors
Illinois
$1.77M – – –
CAM
343
Cozad Asset Management
Illinois
$1.77M +$33.9K +275 +2%
SAF
344
Smith Anglin Financial
Texas
$1.75M -$152K -1,236 -8%
ECG
345
Edge Capital Group
Georgia
$1.74M – – –
IA
346
IFP Advisors
Florida
$1.74M -$148K -1,202 -8%
LWANC
347
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.74M – – –
RWA
348
Redmont Wealth Advisors
Illinois
$1.74M -$374K -3,037 -18%
NS
349
NBC Securities
Alabama
$1.74M +$36.8K +299 +2%
NW
350
NewEdge Wealth
Pennsylvania
$1.73M +$289K +2,393 +20%
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