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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 %
AAMC
451
Asset Allocation & Management Company
Illinois
$1.16M – – –
CF
452
Centaurus Financial
California
$1.16M -$423K -3,733 -27%
TFCP
453
Twin Focus Capital Partners
Massachusetts
$1.16M – – –
SFG
454
StrategIQ Financial Group
Indiana
$1.15M -$34.8K -307 -3%
RPCONE
455
Retirement Planning Company of New England
Rhode Island
$1.13M -$24.7K -218 -2%
AC
456
Abbrea Capital
California
$1.13M +$34.8K +307 +3%
BAM
457
Belpointe Asset Management
Nevada
$1.13M -$1.69M -14,912 -60%
FCP
458
Fidelis Capital Partners
Florida
$1.12M -$23.8K -210 -2%
E
459
ETFidea
New York
$1.12M -$186K -1,644 -14%
RCAG
460
Rehmann Capital Advisory Group
Michigan
$1.12M -$155K -1,368 -12%
KBFS
461
Kohmann Bosshard Financial Services
Ohio
$1.1M -$15.6K -138 -1%
DJYG
462
David J. Yvars Group
Florida
$1.1M -$42.1K -372 -4%
MIP
463
Marietta Investment Partners
Wisconsin
$1.1M – – –
PFT
464
Providence First Trust
Arizona
$1.09M -$1.72M -15,178 -61%
MWM
465
MinichMacGregor Wealth Management
New York
$1.09M -$7.03M -62,091 -87%
CNBTD
466
Citizens National Bank Trust Department
Mississippi
$1.08M -$15.4K -136 -1%
MAM
467
Marquette Asset Management
Minnesota
$1.08M -$5.78K -51 -0.5%
VCS
468
Vaughan & Co Securities
New Jersey
$1.08M -$27.2K -240 -2%
IB
469
Intrust Bank
Kansas
$1.07M +$7.03K +62 +0.7%
FWIA
470
Fort Washington Investment Advisors
Ohio
$1.07M -$17K -150 -2%
KWM
471
Kingsview Wealth Management
Oregon
$1.07M -$24.8K -219 -2%
OAM
472
Occidental Asset Management
California
$1.06M – – –
BA
473
Ballew Advisors
Mississippi
$1.06M – – –
JCM
474
Jag Capital Management
Missouri
$1.06M -$80.8K -713 -7%
WFA
475
Wellspring Financial Advisors
Ohio
$1.05M -$35.9K -317 -3%
17 18
19
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