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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 %
PCA
351
Private Capital Advisors
Connecticut
$1.72M – – –
MSFS
352
Main Street Financial Solutions
Pennsylvania
$1.72M +$7.64K +62 +0.4%
CCM
353
Coldstream Capital Management
Washington
$1.71M -$90.3K -733 -5%
HSBC Holdings
354
HSBC Holdings
United Kingdom
$1.7M -$192K -1,560 -10%
CPIA
355
Cornell Pochily Investment Advisors
New York
$1.7M -$65.9K -535 -4%
SWP
356
Summit Wealth Partners
Florida
$1.69M +$10.1K +82 +0.6%
WPW
357
Waldron Private Wealth
Pennsylvania
$1.69M – – –
VVP
358
Venture Visionary Partners
Ohio
$1.66M +$80.8K +656 +5%
ATPW
359
Ashton Thomas Private Wealth
Arizona
$1.66M +$111K +904 +7%
PFT
360
Providence First Trust
Arizona
$1.64M +$862 +7 +0.1%
CPIG
361
Chicago Partners Investment Group
Illinois
$1.64M +$2.16K +18 +0.1%
LFAS
362
Level Four Advisory Services
Texas
$1.64M – – –
PI
363
PFG Investments
New York
$1.64M +$219K +1,779 +15%
PIMG
364
Patriot Investment Management Group
Tennessee
$1.64M – – –
RIA
365
Richwood Investment Advisors
Ohio
$1.63M -$9.98K -81 -0.6%
GIA
366
Gladstone Institutional Advisory
Florida
$1.62M +$48.2K +391 +3%
BP
367
BBR Partners
New York
$1.62M +$1.33M +10,772 +456%
NCM
368
NCM Capital Management
New Jersey
$1.62M +$10.6K +86 +0.7%
RIA
369
Regal Investment Advisors
Michigan
$1.57M -$154K -1,251 -9%
FAIM
370
Financial Advocates Investment Management
Washington
$1.57M -$559K -4,538 -26%
LPT
371
Legacy Private Trust
Wisconsin
$1.57M – – –
AP
372
Adero Partners
California
$1.56M – – –
FCP
373
Fidelis Capital Partners
Florida
$1.55M +$213K +1,730 +16%
SB
374
Simmons Bank
Arkansas
$1.55M -$79.2K -643 -5%
APWM
375
Atlas Private Wealth Management
New York
$1.55M -$567K -4,605 -27%
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