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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.

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
1
Morgan Stanley
New York
$1.61B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$210M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$348M
4
HI
4
Horizon Investments
North Carolina
$40.5M
5
MHI
5
Miller Howard Investments
New York
$47.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$989M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$294M
3
Wells Fargo
3
Wells Fargo
California
$467M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$60.4M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$73.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$48.4M +$1.33M +11,369 +3%
MHI
27
Miller Howard Investments
New York
$47.2M +$24.7M +211,112 +110%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$46.4M +$974K +8,310 +2%
GW
29
GW & Wade
Massachusetts
$41.4M -$4.08M -34,791 -9%
HI
30
Horizon Investments
North Carolina
$40.5M +$40.5M +345,323 +2,877,692%
BlackRock
31
BlackRock
New York
$38.6M -$1.21M -10,290 -3%
Stifel Financial
32
Stifel Financial
Missouri
$37.7M +$6.3M +53,718 +20%
AssetMark Inc
33
AssetMark Inc
California
$36.3M -$653K -5,573 -2%
HighTower Advisors
34
HighTower Advisors
Illinois
$35.6M -$1.69M -14,438 -5%
Creative Planning
35
Creative Planning
Kansas
$34.5M +$1.85M +15,787 +6%
CB
36
Commerce Bank
Missouri
$34.3M -$2.16M -18,391 -6%
ANTB
37
AMG National Trust Bank
Colorado
$32.6M +$1.86M +15,899 +6%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$32.4M -$1.92M -16,400 -6%
M&T Bank
39
M&T Bank
New York
$31.9M -$11.7M -99,572 -27%
CIBC World Market
40
CIBC World Market
Ontario, Canada
$29.8M -$184K -1,572 -0.6%
CAN
41
Cetera Advisor Networks
California
$29.7M -$52.5K -448 -0.2%
LIA
42
LBMC Investment Advisors
Tennessee
$28.2M -$487K -4,154 -2%
EIP
43
Ellis Investment Partners
Pennsylvania
$27.7M +$329K +2,809 +1%
SF
44
Synovus Financial
Georgia
$27M -$1.05M -8,973 -4%
HNB
45
Huntington National Bank
Ohio
$26.8M -$25M – –
Baird Financial Group
46
Baird Financial Group
Wisconsin
$26M +$470K +4,008 +2%
William Blair & Company
47
William Blair & Company
Illinois
$25.4M -$850K -7,251 -3%
VA
48
Valmark Advisers
Ohio
$25.3M +$79.1K +675 +0.3%
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$25.1M -$189K -1,613 -0.7%
GT
50
Glenmede Trust
Pennsylvania
$23.6M +$540K +4,607 +2%
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