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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 %
AAMC
426
Asset Allocation & Management Company
Illinois
$1.27M – – –
QCM
427
Quantinno Capital Management
New York
$1.26M +$124K +1,003 +11%
APWA
428
Atlas Private Wealth Advisors
New Jersey
$1.26M -$1.26M -10,268 -50%
GS
429
GTS Securities
New York
$1.26M +$1.26M +10,201 New
EWA
430
EP Wealth Advisors
California
$1.24M -$25.4K -206 -2%
GWANC
431
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.24M +$1.22M +9,891 +4,946%
Citigroup
432
Citigroup
New York
$1.24M -$1.01M -8,192 -45%
WWC
433
Waypoint Wealth Counsel
Georgia
$1.24M -$862 -7 -0.1%
AI
434
Atria Investments
North Carolina
$1.23M -$1.47M -11,972 -54%
EWM
435
Edge Wealth Management
New York
$1.23M – – –
PWP
436
Perfromance Wealth Partners
Illinois
$1.22M -$48K -390 -4%
ONST
437
Old North State Trust
North Carolina
$1.22M +$1.22M +9,939 New
DJYG
438
David J. Yvars Group
Florida
$1.22M +$142K +1,153 +13%
KBFS
439
Kohmann Bosshard Financial Services
Ohio
$1.21M – – –
CW
440
CreativeOne Wealth
Kansas
$1.21M +$893K +7,245 +280%
RCAG
441
Rehmann Capital Advisory Group
Michigan
$1.21M +$1.23K +10 +0.1%
SMC
442
Smith, Moore & Co
Missouri
$1.2M +$91.6K +744 +8%
AFO
443
Arrowroot Family Office
California
$1.2M -$685K -5,561 -36%
TPI
444
Trust Point Inc
Wisconsin
$1.2M – – –
TIAA Trust, National Association
445
TIAA Trust, National Association
North Carolina
$1.2M +$5.79K +47 +0.5%
RWP
446
RWA Wealth Partners
Massachusetts
$1.2M -$20.9K -170 -2%
AC
447
Abbrea Capital
California
$1.19M – – –
LNC
448
Lincoln National Corp
Pennsylvania
$1.19M -$280K -2,276 -19%
CAL
449
Capital Advisors Ltd
Ohio
$1.18M -$123K -1,000 -9%
MIP
450
Marietta Investment Partners
Wisconsin
$1.18M -$8.62K -70 -0.7%
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