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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 %
KTA
401
Keeley-Teton Advisors
Illinois
$1.36M +$24.6K +200 +2%
WT
402
Whittier Trust
California
$1.36M -$311K -2,521 -19%
WGC
403
Watts Gwilliam & Co
Arizona
$1.36M +$1.36M +10,861 New
BAM
404
Berkshire Asset Management
Pennsylvania
$1.36M +$302K +2,452 +29%
WA
405
Waverly Advisors
Alabama
$1.35M +$1.13M +9,208 +527%
TF
406
Tompkins Financial
New York
$1.34M -$14.9K -121 -1%
JFG
407
JMG Financial Group
Illinois
$1.32M -$3.08K -25 -0.2%
ADL
408
Asset Dedication LLC
California
$1.32M +$6.16K +50 +0.5%
CA
409
CoreCap Advisors
Michigan
$1.32M -$520K -4,222 -28%
HIA
410
Harbor Investment Advisory
Maryland
$1.31M -$37K -300 -3%
CSPIA
411
Cary Street Partners Investment Advisory
Virginia
$1.31M -$209K -1,694 -14%
IWP
412
Invenio Wealth Partners
Florida
$1.31M -$294K -2,388 -18%
SVWAG
413
Sound View Wealth Advisors Group
Georgia
$1.31M +$361K +2,932 +38%
BAM
414
Belpointe Asset Management
Nevada
$1.3M -$11.5K -93 -0.9%
TWA
415
TCI Wealth Advisors
Arizona
$1.3M -$73K -593 -5%
BWA
416
Blodgett Wealth Advisors
California
$1.3M -$73.9K -600 -5%
TWP
417
Tyche Wealth Partners
Texas
$1.3M -$154K -1,253 -11%
SWM
418
Sugarloaf Wealth Management
Georgia
$1.29M +$246 +2 +0%
RBC
419
Romano Brothers & Co
Illinois
$1.29M – – –
VCA
420
Verdence Capital Advisors
Maryland
$1.28M -$112K -910 -8%
FNT
421
First National Trust
Pennsylvania
$1.28M -$39.3K -319 -3%
XF
422
XML Financial
Maryland
$1.28M +$862 +7 +0.1%
JAG
423
Journey Advisory Group
Kentucky
$1.27M – – –
WF
424
Welch & Forbes
Massachusetts
$1.27M -$388K -3,148 -23%
EFG
425
Embree Financial Group
Illinois
$1.27M -$87.5K -710 -6%
15 16
17
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