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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,221 hedge funds and large institutions have $8.56B invested in iShares Select Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 353 increasing their positions, 497 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,221
Holders Change
-8
Holders Change %
-0.65%
% of All Funds
17.7%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.51%
New
81
Increased
353
Reduced
497
Closed
72
Calls
$47.2M
Puts
$26.9M
Net Calls
+$20.4M
Net Calls Change
+$2.64M

Top Buyers

1
Jane Street
Jane Street
New York
+$72.2M
2
OAC
OMERS Administration Corp
Ontario, Canada
+$44.2M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$42.7M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$35.8M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$30M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$914M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$79.1M
3
NAM
Nissay Asset Management
Japan
-$70.4M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$52.5M
5
MHI
Miller Howard Investments
New York
-$41.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
476
IHT Wealth Management
Illinois
$1.11M -$99K -804 -8%
SAM
477
SignalPoint Asset Management
Missouri
$1.11M -$46.1K -374 -4%
KWM
478
Kingsview Wealth Management
Oregon
$1.11M -$14.8K -120 -1%
GC
479
Grimes & Company
Massachusetts
$1.11M +$4.07K +33 +0.4%
RIM
480
Rockbridge Investment Management
New York
$1.1M – – –
OIA
481
OneDigital Investment Advisors
Kansas
$1.1M -$241K -1,954 -18%
SWM
482
Sculati Wealth Management
Michigan
$1.1M – – –
FWIA
483
Fort Washington Investment Advisors
Ohio
$1.1M -$29.8K -242 -3%
CA
484
Continuum Advisory
Idaho
$1.09M +$22.7K +183 +2%
CWG
485
Cornerstone Wealth Group
North Carolina
$1.08M +$1.08M +8,783 New
WB
486
Webster Bank
Connecticut
$1.08M +$107K +869 +11%
VCM
487
Viewpoint Capital Management
Washington
$1.06M -$66.4K -539 -6%
KPWS
488
Kestra Private Wealth Services
Texas
$1.06M -$64.9K -527 -6%
RPCONE
489
Retirement Planning Company of New England
Rhode Island
$1.06M -$616 -5 -0.1%
Kovitz Investment Group Partners
490
Kovitz Investment Group Partners
Illinois
$1.05M +$568K +4,614 +118%
PWM
491
Paulson Wealth Management
Illinois
$1.05M -$87K -706 -8%
AIP
492
ARS Investment Partners
New York
$1.05M – – –
QCM
493
QRG Capital Management
Illinois
$1.05M +$713K +5,785 +213%
RPWA
494
Regent Peak Wealth Advisors
Georgia
$1.05M – – –
MWM
495
Meridian Wealth Management
Kentucky
$1.04M -$55.4K -450 -5%
FCH
496
Freestone Capital Holdings
Washington
$1.04M -$6.16K -50 -0.6%
MCA
497
MSH Capital Advisors
Arizona
$1.04M +$255K +2,069 +32%
PPC
498
Park Place Capital
Alabama
$1.03M -$985 -8 -0.1%
ICM
499
Islay Capital Management
Texas
$1.02M +$4.68K +38 +0.5%
CCG
500
Chatham Capital Group
Georgia
$1.02M – – –
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