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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 %
SFM
501
Signet Financial Management
New Jersey
$1.02M -$402K -3,265 -28%
CCB
502
Country Club Bank
Missouri
$1.01M +$66.3K +538 +7%
KMWM
503
Keudell/Morrison Wealth Management
Oregon
$1M – – –
AIC
504
Archer Investment Corporation
Indiana
$994K – – –
PS
505
Planned Solutions
California
$993K -$62.6K -508 -6%
LC
506
Lindbrook Capital
California
$989K – – –
AF
507
Apollon Financial
South Carolina
$986K – – –
Two Sigma Advisers
508
Two Sigma Advisers
New York
$985K +$985K +8,000 New
ABC
509
Associated Banc-Corp
Wisconsin
$984K – – –
PTC
510
Private Trust Company
Ohio
$977K -$34.2K -278 -3%
FIA
511
Foundations Investment Advisors
Arizona
$974K +$1.85K +15 +0.2%
SMFG
512
Sumitomo Mitsui Financial Group
Japan
$972K -$68.5K -556 -7%
ORC
513
O'Rourke & Company
Massachusetts
$968K +$55.8K +453 +6%
CFS
514
CRA Financial Services
New Jersey
$965K +$48.7K +395 +5%
DW
515
Dodds Wealth
Colorado
$961K +$5.91K +48 +0.6%
FFS
516
Founders Financial Securities
Maryland
$954K -$1.95M -15,810 -67%
SNBOSD
517
Security National Bank of So Dak
Iowa
$952K -$30.8K -250 -3%
WAG
518
Winthrop Advisory Group
Massachusetts
$951K -$1.48K -12 -0.2%
PP
519
Patten & Patten
Tennessee
$948K -$14.8K -120 -2%
IWN
520
Independent Wealth Network
Iowa
$944K -$5.17K -42 -0.5%
FCIM
521
Fairview Capital Investment Management
California
$932K – – –
LNB
522
Ledyard National Bank
$931K -$70.6K -573 -7%
BCWM
523
Bartlett & Co Wealth Management
Ohio
$930K – – –
GAM
524
Gould Asset Management
California
$923K -$41.3K -335 -4%
SSWM
525
Sheets Smith Wealth Management
North Carolina
$914K -$60.7K -493 -6%
19 20
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