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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 %
SB
376
Simmons Bank
Arkansas
$1.55M -$33.9K -289 -2%
NCM
377
NCM Capital Management
New Jersey
$1.53M -$7.62K -65 -0.5%
CIC
378
Carnegie Investment Counsel
Ohio
$1.53M -$20.5K -175 -1%
IWP
379
Invenio Wealth Partners
Florida
$1.53M -$256K -2,188 -14%
VVP
380
Venture Visionary Partners
Ohio
$1.51M -$29.7K -253 -2%
SGCA
381
Steel Grove Capital Advisors
Tennessee
$1.5M -$810K -6,913 -35%
GIA
382
Gladstone Institutional Advisory
Florida
$1.5M -$34K -290 -2%
AF
383
Advisornet Financial
Minnesota
$1.5M +$138K +1,175 +10%
BFPW
384
BOK Financial Private Wealth
Colorado
$1.49M -$16.1K -137 -1%
LPT
385
Legacy Private Trust
Wisconsin
$1.49M – – –
SPWG
386
Syntegra Private Wealth Group
Missouri
$1.48M -$852K -7,267 -36%
AP
387
Adero Partners
California
$1.48M – – –
ATPW
388
Ashton Thomas Private Wealth
Arizona
$1.47M +$50.4K +430 +4%
MCCP
389
Mission Creek Capital Partners
California
$1.46M +$8.09K +69 +0.6%
CSPIA
390
Cary Street Partners Investment Advisory
Virginia
$1.45M +$96.6K +824 +7%
PB
391
Pinnacle Bancorp
Nebraska
$1.44M +$3.05K +26 +0.2%
CWM
392
Curi Wealth Management
North Carolina
$1.44M -$12.3K -105 -0.8%
UL
393
Unionview LLC
Washington
$1.44M -$56.6K -483 -4%
Capital Fund Management (CFM)
394
Capital Fund Management (CFM)
France
$1.44M +$1.44M +12,254 New
HFA
395
High Falls Advisors
New York
$1.43M +$4.34K +37 +0.3%
GBWM
396
Granite Bay Wealth Management
New Hampshire
$1.41M – – –
CL
397
Choreo LLC
Illinois
$1.41M +$767K +6,547 +120%
CB
398
Cadence Bank
Mississippi
$1.4M -$225K -1,920 -14%
NW
399
NewEdge Wealth
Pennsylvania
$1.4M +$735K +6,271 +111%
ES
400
Eagle Strategies
New York
$1.4M +$102K +869 +8%
14 15
16
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