DVY icon

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
376
WFA Asset Management
Wisconsin
$1.59M -$296K -2,611 -16%
GEA
377
Glen Eagle Advisors
New Jersey
$1.58M +$29.5K +260 +2%
CB
378
Cadence Bank
Mississippi
$1.57M -$116K -1,028 -7%
LSC
379
Logan Stone Capital
Illinois
$1.57M +$456K +4,024 +41%
LIG
380
Lokken Investment Group
Delaware
$1.56M +$65K +574 +4%
GS
381
GTS Securities
New York
$1.56M +$1.56M +13,760 New
WP
382
WealthSource Partners
California
$1.56M -$19.6K -173 -1%
WF
383
Welch & Forbes
Massachusetts
$1.55M +$122K +1,073 +9%
WCM
384
WealthBridge Capital Management
Ohio
$1.55M -$81.7K -721 -5%
SB
385
Simmons Bank
Arkansas
$1.54M -$65.5K -578 -4%
HFA
386
High Falls Advisors
New York
$1.53M -$151K -1,332 -9%
RIA
387
Richwood Investment Advisors
Ohio
$1.53M -$11.3K -100 -0.7%
ONST
388
Old North State Trust
North Carolina
$1.52M +$7.59K +67 +0.5%
CIC
389
Carnegie Investment Counsel
Ohio
$1.5M -$33.8K -298 -2%
SIA
390
SkyView Investment Advisors
New Jersey
$1.5M -$1.13M -9,964 -43%
FCAG
391
First Capital Advisors Group
New Jersey
$1.5M -$1.13M -9,964 -43%
GIA
392
Gladstone Institutional Advisory
Florida
$1.5M -$728K -6,424 -33%
VVP
393
Venture Visionary Partners
Ohio
$1.49M -$36.4K -321 -2%
WB
394
Webster Bank
Connecticut
$1.49M – – –
NCM
395
NCM Capital Management
New Jersey
$1.48M – – –
CPIG
396
Chicago Partners Investment Group
Illinois
$1.48M +$1.63K +14 +0.1%
ATPW
397
Ashton Thomas Private Wealth
Arizona
$1.48M +$1.48M +13,063 New
TCMP
398
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.47M -$58.6K -517 -4%
CSPIA
399
Cary Street Partners Investment Advisory
Virginia
$1.46M -$266K -2,350 -15%
LPT
400
Legacy Private Trust
Wisconsin
$1.44M -$1.13K -10 -0.1%
14 15
16
17 18