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 %
FCH
401
Freestone Capital Holdings
Washington
$1.44M -$30.9K -273 -2%
AP
402
Adero Partners
California
$1.43M – – –
UL
403
Unionview LLC
Washington
$1.42M +$5.78K +51 +0.4%
FNT
404
First National Trust
Pennsylvania
$1.42M -$7.25K -64 -0.5%
BWA
405
Blodgett Wealth Advisors
California
$1.41M -$12.8K -113 -0.9%
PS
406
Planned Solutions
California
$1.41M -$53.8K -475 -4%
MCCP
407
Mission Creek Capital Partners
California
$1.4M +$2.27K +20 +0.2%
VPP
408
Vertex Planning Partners
Illinois
$1.4M +$17.4K +154 +1%
RFC
409
Regions Financial Corp
Alabama
$1.4M -$22.7K -200 -2%
PB
410
Pinnacle Bancorp
Nebraska
$1.38M +$23K +203 +2%
IRC
411
Investors Research Corp
Georgia
$1.37M -$2.72K -24 -0.2%
AF
412
Advisornet Financial
Minnesota
$1.36M +$21.5K +190 +2%
EW
413
Evoke Wealth
California
$1.36M – – –
SWM
414
Sugarloaf Wealth Management
Georgia
$1.36M +$567 +5 +0%
TWA
415
TCI Wealth Advisors
Arizona
$1.35M -$28.9K -255 -2%
SFM
416
Signet Financial Management
New Jersey
$1.35M -$119K -1,048 -8%
FHA
417
Flagship Harbor Advisors
Massachusetts
$1.34M -$5.67K -50 -0.4%
HIA
418
Harbor Investment Advisory
Maryland
$1.32M -$6.39M -56,423 -83%
PWP
419
Perfromance Wealth Partners
Illinois
$1.31M -$54.1K -475 -4%
CW
420
CreativeOne Wealth
Kansas
$1.3M -$1.25K -11 -0.1%
CWM
421
Curi Wealth Management
North Carolina
$1.29M +$223K +1,969 +21%
Wealthfront Advisers
422
Wealthfront Advisers
California
$1.29M -$1.05M -9,247 -45%
WA
423
WBH Advisory
Maryland
$1.29M -$52K -459 -4%
LNC
424
Lincoln National Corp
Pennsylvania
$1.28M -$108K -957 -8%
SWA
425
Sutton Wealth Advisors
Florida
$1.28M -$26.3K -232 -2%
15 16
17
18 19