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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 %
ADL
426
Asset Dedication LLC
California
$1.28M -$5.89K -52 -0.5%
EIA
427
Eldridge Investment Advisors
New Hampshire
$1.28M +$39.2K +346 +3%
IBOK
428
Independence Bank of Kentucky
Kentucky
$1.27M +$136K +1,200 +12%
MA
429
MKT Advisors
California
$1.27M -$86.5K -734 -6%
SCA
430
Snowden Capital Advisors
New York
$1.27M -$109K -960 -8%
EWA
431
EP Wealth Advisors
California
$1.26M +$484K +4,320 +62%
XF
432
XML Financial
Maryland
$1.25M -$56.8K -501 -4%
TF
433
Tompkins Financial
New York
$1.25M – – –
CAL
434
Capital Advisors Ltd
Ohio
$1.25M +$113 +1 +0%
WWC
435
Waypoint Wealth Counsel
Georgia
$1.24M +$4.65K +41 +0.4%
KTA
436
Keeley-Teton Advisors
Illinois
$1.23M – – –
SYBT
437
Stock Yards Bank & Trust
Kentucky
$1.23M -$9.52K -84 -0.8%
JFG
438
JMG Financial Group
Illinois
$1.22M +$85K +750 +8%
PI
439
PFG Investments
New York
$1.21M +$576K +5,083 +90%
RWA
440
River Wealth Advisors
Pennsylvania
$1.21M -$126K -1,115 -9%
Citigroup
441
Citigroup
New York
$1.19M -$62.9K -555 -5%
IWM
442
IHT Wealth Management
Illinois
$1.19M +$61.8K +545 +5%
RA
443
RFG Advisory
Alabama
$1.19M -$58.5K -516 -5%
RBC
444
Romano Brothers & Co
Illinois
$1.19M – – –
JAG
445
Journey Advisory Group
Kentucky
$1.19M – – –
FCFC
446
First Citizens Financial Corp
Iowa
$1.19M +$1.19M +10,459 New
FFN
447
Focus Financial Network
Minnesota
$1.18M -$1.25K -11 -0.1%
TWP
448
Tempus Wealth Planning
California
$1.17M -$1.13K -10 -0.1%
SWA
449
Sax Wealth Advisors
New Jersey
$1.17M -$9.52K -84 -0.8%
SC
450
Savant Capital
Illinois
$1.17M +$62.1K +548 +6%
16 17
18
19 20