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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 %
BAM
426
Belpointe Asset Management
Nevada
$1.25M +$114K +969 +10%
ADL
427
Asset Dedication LLC
California
$1.25M -$72.9K -622 -6%
PA
428
PFG Advisors
Arizona
$1.25M +$42.6K +363 +4%
CAL
429
Capital Advisors Ltd
Ohio
$1.24M -$29.9K -255 -2%
SWM
430
Sugarloaf Wealth Management
Georgia
$1.23M -$111K -945 -8%
WFM
431
Wolff Financial Management
Michigan
$1.23M -$129K -1,104 -10%
RBC
432
Romano Brothers & Co
Illinois
$1.23M -$1.17K -10 -0.1%
XF
433
XML Financial
Maryland
$1.22M +$1.99K +17 +0.2%
TCMP
434
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.21M -$271K -2,312 -18%
JAG
435
Journey Advisory Group
Kentucky
$1.21M -$14.7K -125 -1%
PCA
436
Pallas Capital Advisors
Massachusetts
$1.21M -$721K -6,149 -37%
PWP
437
Perfromance Wealth Partners
Illinois
$1.21M -$24.4K -208 -2%
EWA
438
EP Wealth Advisors
California
$1.21M -$107K -914 -8%
TWP
439
Tempus Wealth Planning
California
$1.21M -$8.44K -72 -0.7%
AAMC
440
Asset Allocation & Management Company
Illinois
$1.2M – – –
TFCP
441
Twin Focus Capital Partners
Massachusetts
$1.2M – – –
LWM
442
Lakeridge Wealth Management
Ohio
$1.18M +$1.18M +10,096 New
FNB
443
Farmers National Bank
Kentucky
$1.18M +$178K +1,515 +18%
WWC
444
Waypoint Wealth Counsel
Georgia
$1.18M +$9.96K +85 +0.9%
IBOK
445
Independence Bank of Kentucky
Kentucky
$1.17M – – –
RWA
446
River Wealth Advisors
Pennsylvania
$1.17M -$9.96K -85 -0.8%
EWM
447
Edge Wealth Management
New York
$1.17M -$505K -4,305 -30%
WAM
448
WFA Asset Management
Wisconsin
$1.17M -$62.2K -531 -5%
RWP
449
RWA Wealth Partners
Massachusetts
$1.16M -$11.5K -98 -1%
SC
450
Savant Capital
Illinois
$1.16M -$40K -341 -3%
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