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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 %
KBFS
451
Kohmann Bosshard Financial Services
Ohio
$1.15M -$4.22K -36 -0.4%
MA
452
MKT Advisors
California
$1.15M -$50.2K -425 -4%
IWM
453
IHT Wealth Management
Illinois
$1.15M -$42.9K -366 -4%
RCAG
454
Rehmann Capital Advisory Group
Michigan
$1.15M +$11.5K +98 +1%
TPI
455
Trust Point Inc
Wisconsin
$1.15M +$1.15M +9,775 New
NP
456
NorthRock Partners
Minnesota
$1.14M +$535K +4,564 +88%
TIAA Trust, National Association
457
TIAA Trust, National Association
North Carolina
$1.14M +$51.2K +437 +5%
CNBTD
458
Citizens National Bank Trust Department
Mississippi
$1.14M -$10.2K -87 -0.9%
FCBT
459
First Citizens Bank & Trust
North Carolina
$1.14M +$248K +2,115 +28%
SWA
460
Sax Wealth Advisors
New Jersey
$1.14M +$4.22K +36 +0.4%
AC
461
Abbrea Capital
California
$1.13M -$35.2K -300 -3%
MIP
462
Marietta Investment Partners
Wisconsin
$1.13M – – –
IRC
463
Investors Research Corp
Georgia
$1.13M -$2.81K -24 -0.2%
VCS
464
Vaughan & Co Securities
New Jersey
$1.12M +$1.41K +12 +0.1%
BHPW
465
Beverly Hills Private Wealth
California
$1.11M +$1.11M +9,447 New
WA
466
Wambolt & Associates
Colorado
$1.11M -$322K -2,750 -23%
WTC
467
WhitTier Trust Company
Nevada
$1.1M +$176K +1,498 +19%
OAM
468
Occidental Asset Management
California
$1.1M – – –
SAM
469
SignalPoint Asset Management
Missouri
$1.1M +$35.2K +300 +3%
IB
470
Intrust Bank
Kansas
$1.1M -$7.27K -62 -0.7%
GRP
471
Global Retirement Partners
California
$1.1M -$3.94M -34,181 -78%
MBT
472
Montecito Bank & Trust
California
$1.09M -$1.41M -12,039 -56%
QCM
473
Quantinno Capital Management
New York
$1.09M +$131K +1,114 +14%
PWM
474
Paulson Wealth Management
Illinois
$1.08M -$735K -6,269 -40%
FCFC
475
First Citizens Financial Corp
Iowa
$1.08M -$145K -1,234 -12%
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