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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,193 hedge funds and large institutions have $10.4B invested in iShares Select Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 398 increasing their positions, 416 reducing their positions, and 89 closing their positions.

Holders
1,193
Holders Change
-41
Holders Change %
-3.32%
% of All Funds
19.1%
Holding in Top 10
54
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-19.4%
% of All Funds
0.86%
New
81
Increased
398
Reduced
416
Closed
89
Calls
$874M
Puts
$1.14B
Net Calls
-$269M
Net Calls Change
-$286M

Top Buyers

1
NAM
1
Nissay Asset Management
Japan
$211M
2
M1FG
2
Mach-1 Financial Group
Arkansas
$52M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$494M
4
ST
4
Sageworth Trust
Pennsylvania
$47.5M
5
CA
5
Cetera Advisors
Colorado
$82.7M

Top Sellers

1
Mariner
1
Mariner
Kansas
$49.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$838M
3
Truist Financial
3
Truist Financial
North Carolina
$286M
4
SPWG
4
Syntegra Private Wealth Group
Missouri
$2.4M
5
HNB
5
Huntington National Bank
Ohio
$37.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$78.3M -$6.9M -58,909 -8%
NCM
27
Northside Capital Management
Oregon
$67.5M -$350K -2,983 -0.5%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$61.5M -$222K -1,897 -0.4%
M1FG
29
Mach-1 Financial Group
Arkansas
$52M +$52M +444 New
Mariner
30
Mariner
Kansas
$49.4M -$101M -859,237 -67%
BF
31
BOK Financial
Oklahoma
$48.8M -$5.72M -48,793 -10%
M&T Bank
32
M&T Bank
New York
$47.9M -$969K -8,271 -2%
ST
33
Sageworth Trust
Pennsylvania
$47.5M +$17.8M +151,575 +60%
CAN
34
Cetera Advisor Networks
California
$46.5M +$1.34M +11,414 +3%
HighTower Advisors
35
HighTower Advisors
Illinois
$42M +$112K +958 +0.3%
KAS
36
Kestra Advisory Services
Texas
$40.8M -$10.6M -90,266 -21%
KWM
37
Keebeck Wealth Management
Illinois
$40.1M +$15.4K +131 +0%
BlackRock
38
BlackRock
New York
$39.5M +$6.33M +54,003 +19%
CB
39
Commerce Bank
Missouri
$39.3M -$1.24M -10,575 -3%
Stifel Financial
40
Stifel Financial
Missouri
$38.9M -$28.7M -244,528 -42%
FMLI
41
Fukoku Mutual Life Insurance
Japan
$38.4M – – –
HNB
42
Huntington National Bank
Ohio
$37.5M -$38.7M – –
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$37.1M +$9.56M +81,572 +35%
AssetMark Inc
44
AssetMark Inc
California
$36.9M +$4.81M +41,076 +15%
Creative Planning
45
Creative Planning
Kansas
$34.8M -$427K -3,640 -1%
ANTB
46
AMG National Trust Bank
Colorado
$31.6M +$566K +4,830 +2%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$31.5M +$1.79M +15,283 +6%
CIBC World Market
48
CIBC World Market
Ontario, Canada
$30.4M -$371K -3,170 -1%
SF
49
Synovus Financial
Georgia
$30.2M -$1.53M -13,022 -5%
William Blair & Company
50
William Blair & Company
Illinois
$29.6M +$7.53M +64,251 +34%
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