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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 %
PCA
351
Pallas Capital Advisors
Massachusetts
$1.75M +$1.41M +12,309 +414%
GA
352
GoalVest Advisory
New York
$1.74M -$312K -2,755 -15%
WPW
353
Waldron Private Wealth
Pennsylvania
$1.72M -$10.8K -95 -0.6%
Neuberger Berman Group
354
Neuberger Berman Group
New York
$1.72M -$376K -3,321 -18%
PWM
355
Paulson Wealth Management
Illinois
$1.71M +$1.71M +15,080 New
SIC
356
Salem Investment Counselors
North Carolina
$1.7M – – –
PIMG
357
Patriot Investment Management Group
Tennessee
$1.69M -$57.8K -510 -3%
TAM
358
Townsend Asset Management
North Carolina
$1.69M -$36.3K -320 -2%
BFEC
359
Benjamin F. Edwards & Company
Missouri
$1.68M +$9.4K +83 +0.6%
HSBC Holdings
360
HSBC Holdings
United Kingdom
$1.68M +$22.7K +200 +1%
MSFS
361
Main Street Financial Solutions
Pennsylvania
$1.68M -$58K -512 -3%
FCI
362
Financial Counselors Inc
Kansas
$1.66M -$22.4K -198 -1%
MFG
363
Magnus Financial Group
New York
$1.65M -$594K -5,247 -26%
CAM
364
Cozad Asset Management
Illinois
$1.64M +$17K +150 +1%
CG
365
Colony Group
Massachusetts
$1.63M -$977K -8,621 -38%
EWM
366
Edge Wealth Management
New York
$1.62M -$24K -212 -1%
RIA
367
Regal Investment Advisors
Michigan
$1.62M -$16.4K -145 -1%
SWP
368
Summit Wealth Partners
Florida
$1.61M -$1.47K -13 -0.1%
CCM
369
Coldstream Capital Management
Washington
$1.61M -$394K -3,474 -20%
WA
370
Wambolt & Associates
Colorado
$1.61M -$110K -975 -6%
BFPW
371
BOK Financial Private Wealth
Colorado
$1.6M -$28K -247 -2%
HH
372
Hilltop Holdings
Texas
$1.6M +$114K +1,010 +8%
GFP
373
Gryphon Financial Partners
Ohio
$1.6M -$88.4K -780 -5%
LWANC
374
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.6M +$113 +1 +0%
SI
375
Stephens Inc
Arkansas
$1.6M -$516K -4,555 -24%
13 14
15
16 17