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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,147 hedge funds and large institutions have $8.31B invested in iShares Select Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 241 increasing their positions, 462 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,147
Holders Change
-29
Holders Change %
-2.47%
% of All Funds
18.29%
Holding in Top 10
36
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10%
% of All Funds
0.57%
New
75
Increased
241
Reduced
462
Closed
89
Calls
$60.4M
Puts
$19M
Net Calls
+$41.4M
Net Calls Change
+$43.6M

Top Buyers

1
Comerica Bank
Comerica Bank
Texas
$61.2M
2
Osaic Holdings
Osaic Holdings
Arizona
$102M
3
Two Sigma Investments
Two Sigma Investments
New York
$26M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$18M
5
Northern Trust
Northern Trust
Illinois
$371M

Top Sellers

1
CA
Cetera Advisors
Colorado
$12.6M
2
Bank of America
Bank of America
North Carolina
$1.04B
3
Bank of New York Mellon
Bank of New York Mellon
New York
$334M
4
PCIA
Prime Capital Investment Advisors
Kansas
$13.9M
5
Wells Fargo
Wells Fargo
California
$471M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIP
451
Marietta Investment Partners
Wisconsin
$1.04M – – –
IRC
452
Investors Research Corp
Georgia
$1.04M -$263K -2,443 -20%
SWA
453
Sax Wealth Advisors
New Jersey
$1.04M -$77K -715 -7%
PFT
454
Providence First Trust
Arizona
$1.04M – – –
VCS
455
Vaughan & Co Securities
New Jersey
$1.02M – – –
IB
456
Intrust Bank
Kansas
$1.02M – – –
OAM
457
Occidental Asset Management
California
$1.01M – – –
KWM
458
Kingsview Wealth Management
Oregon
$1.01M -$1.83K -17 -0.2%
TIAA Trust, National Association
459
TIAA Trust, National Association
North Carolina
$1,000K +$1,000K +9,288 New
CF
460
Centaurus Financial
California
$999K -$106K -981 -10%
VCM
461
Viewpoint Capital Management
Washington
$988K +$70.5K +655 +8%
WFA
462
Wellspring Financial Advisors
Ohio
$986K -$15.1K -140 -2%
Koshinski Asset Management
463
Koshinski Asset Management
Illinois
$985K -$9.9K -92 -1%
GC
464
Grimes & Company
Massachusetts
$984K – – –
STCOSD
465
Sageworth Trust Company of South Dakota
South Dakota
$983K +$983K +9,134 New
FWIA
466
Fort Washington Investment Advisors
Ohio
$983K -$32.3K -300 -3%
SAM
467
SignalPoint Asset Management
Missouri
$979K – – –
WAG
468
Winthrop Advisory Group
Massachusetts
$972K -$31.6K -290 -3%
SSWM
469
Strait & Sound Wealth Management
California
$970K +$43.1K +400 +5%
RIM
470
Rockbridge Investment Management
New York
$965K – – –
KPWS
471
Kestra Private Wealth Services
Texas
$960K +$92.2K +857 +11%
CA
472
Continuum Advisory
Idaho
$959K -$7.1K -66 -0.7%
SWM
473
Sculati Wealth Management
Michigan
$957K – – –
PTC
474
Private Trust Company
Ohio
$945K – – –
SMFG
475
Sumitomo Mitsui Financial Group
Japan
$945K +$15.2K +141 +2%
17 18
19
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