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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 %
Koshinski Asset Management
476
Koshinski Asset Management
Illinois
$1.05M -$259K -2,289 -20%
FNB
477
Farmers National Bank
Kentucky
$1.05M -$24.7K -218 -2%
LWM
478
Laidlaw Wealth Management
New York
$1.05M -$44.1K -389 -4%
WAG
479
Winthrop Advisory Group
Massachusetts
$1.04M -$35.5K -313 -3%
GC
480
Grimes & Company
Massachusetts
$1.04M +$1.93K +17 +0.2%
Belvedere Trading
481
Belvedere Trading
Illinois
$1.03M -$583K -5,145 -36%
SAM
482
SignalPoint Asset Management
Missouri
$1.03M -$2.27K -20 -0.2%
SNBOSD
483
Security National Bank of So Dak
Iowa
$1.02M +$1.02M +8,980 New
CA
484
Continuum Advisory
Idaho
$1.02M – – –
RIM
485
Rockbridge Investment Management
New York
$1.02M – – –
Bessemer Group
486
Bessemer Group
New Jersey
$1.01M +$528K +4,652 +109%
TW
487
Transform Wealth
Colorado
$1.01M +$5.67K +50 +0.6%
SWM
488
Sculati Wealth Management
Michigan
$1.01M – – –
CW
489
Connectus Wealth
Ohio
$1M -$10.5M -92,596 -91%
PTP
490
Platform Technology Partners
New York
$999K – – –
LNB
491
Ledyard National Bank
$997K -$53.3K -470 -5%
PWM
492
Perigon Wealth Management
California
$997K -$124K -1,095 -11%
PTC
493
Private Trust Company
Ohio
$995K -$1.93K -17 -0.2%
BAM
494
Berkshire Asset Management
Pennsylvania
$994K +$8.04K +71 +0.8%
MWM
495
Modera Wealth Management
New Jersey
$993K +$505K +4,455 +103%
MC
496
Moors & Cabot
Massachusetts
$981K +$252K +2,228 +35%
FMTC
497
Farmers & Merchants Trust Company
California
$980K +$63.6K +561 +7%
VCA
498
Verdence Capital Advisors
Maryland
$980K -$33.4K -295 -3%
SMFG
499
Sumitomo Mitsui Financial Group
Japan
$979K -$26.1K -230 -3%
SSWM
500
Strait & Sound Wealth Management
California
$976K +$136K +1,200 +16%
18 19
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