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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,229 hedge funds and large institutions have $9.37B invested in iShares Select Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 330 increasing their positions, 471 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,229
Holders Change
+82
Holders Change %
+7.15%
% of All Funds
18.02%
Holding in Top 10
34
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.56%
% of All Funds
0.5%
New
145
Increased
330
Reduced
471
Closed
49
Calls
$46.5M
Puts
$28.8M
Net Calls
+$17.7M
Net Calls Change
-$23.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$802M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$67.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$46.1M
4
HI
Horizon Investments
North Carolina
+$40.5M
5
MHI
Miller Howard Investments
New York
+$24.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$138M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$69.4M
3
Wells Fargo
Wells Fargo
California
-$45.8M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$41.7M
5
Osaic Holdings
Osaic Holdings
Arizona
-$37.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
351
Benjamin F. Edwards & Company
Missouri
$1.69M -$41.3K -352 -2%
TCA
352
Trifecta Capital Advisors
Illinois
$1.69M +$967K +8,250 +135%
CPIA
353
Cornell Pochily Investment Advisors
New York
$1.68M -$137K -1,172 -8%
WT
354
Washington Trust
Rhode Island
$1.68M +$1.63M +13,900 +3,475%
ECG
355
Edge Capital Group
Georgia
$1.66M -$683K -5,826 -29%
PWP
356
Precedent Wealth Partners
Texas
$1.65M +$1.65M +14,118 New
LWANC
357
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.65M +$234 +2 +0%
CAM
358
Cozad Asset Management
Illinois
$1.65M -$44.2K -377 -3%
RIA
359
Regal Investment Advisors
Michigan
$1.64M -$45.5K -388 -3%
LFAS
360
Level Four Advisory Services
Texas
$1.64M +$158K +1,348 +11%
PCA
361
Private Capital Advisors
Connecticut
$1.64M -$1.08M -9,200 -40%
MSFS
362
Main Street Financial Solutions
Pennsylvania
$1.63M -$102K -871 -6%
RFC
363
Regions Financial Corp
Alabama
$1.62M +$141K +1,201 +9%
PS
364
Principal Securities
Iowa
$1.62M +$1.62M +13,853 New
NS
365
NBC Securities
Alabama
$1.62M -$22.6K -193 -1%
WPW
366
Waldron Private Wealth
Pennsylvania
$1.61M – – –
Twin Tree Management
367
Twin Tree Management
Texas
$1.6M +$1.6M +13,679 New
SWP
368
Summit Wealth Partners
Florida
$1.6M -$16.2K -138 -1%
WT
369
Whittier Trust
California
$1.59M -$691K -5,899 -30%
WP
370
WealthSource Partners
California
$1.58M +$34.1K +291 +2%
WF
371
Welch & Forbes
Massachusetts
$1.58M -$56.6K -483 -3%
CPIG
372
Chicago Partners Investment Group
Illinois
$1.57M +$103K +897 +7%
RIA
373
Richwood Investment Advisors
Ohio
$1.56M -$22.9K -195 -1%
PFT
374
Providence First Trust
Arizona
$1.56M +$432K +3,682 +38%
PIMG
375
Patriot Investment Management Group
Tennessee
$1.56M -$252K -2,148 -14%
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