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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
Horizon Investments
North Carolina
$28.6M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
$37.9M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$101M
4
Citadel Advisors
Citadel Advisors
Florida
$17.5M
5
Jane Street
Jane Street
New York
$12M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
$191M
2
NAM
Nissay Asset Management
Japan
$132M
3
Wells Fargo
Wells Fargo
California
$538M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$414M
5
M1FG
Mach-1 Financial Group
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FTWA
526
Fifth Third Wealth Advisors
Ohio
$895K +$895K +7,898 New
TAM
527
Titleist Asset Management
Texas
$894K – – –
SSWM
528
Sheets Smith Wealth Management
North Carolina
$894K +$1.81K +16 +0.2%
SWM
529
Spire Wealth Management
Virginia
$892K +$18.7K +165 +2%
CT
530
Cambridge Trust
Massachusetts
$884K +$27.2K +240 +3%
WSTAM
531
Wilbanks Smith & Thomas Asset Management
Virginia
$883K -$393K -3,465 -31%
TSS
532
Two Sigma Securities
New York
$882K +$681K +6,007 +337%
CFO
533
CVA Family Office
Colorado
$881K -$22K -194 -2%
GAM
534
Gould Asset Management
California
$877K -$7.48K -66 -0.8%
ICM
535
Islay Capital Management
Texas
$874K +$4.53K +40 +0.5%
HPC
536
HM Payson & Co
Maine
$869K -$3.12M -27,553 -78%
ORC
537
O'Rourke & Company
Massachusetts
$869K +$92.1K +813 +12%
CCB
538
Country Club Bank
Missouri
$861K -$20.9K -185 -2%
PGA
539
Portland Global Advisors
Maine
$858K -$120K -1,060 -12%
FCIM
540
Fairview Capital Investment Management
California
$858K – – –
BC
541
Bartlett & Co
Ohio
$855K -$122K -1,080 -13%
BCWM
542
Bartlett & Co Wealth Management
Ohio
$855K -$122K -1,080 -13%
FHB
543
First Hawaiian Bank
Hawaii
$845K – – –
UBS AM
544
UBS AM
Illinois
$841K – – –
CFP
545
Catalyst Financial Partners
Massachusetts
$839K – – –
BHWM
546
Bar Harbor Wealth Management
New Hampshire
$837K – – –
APP
547
Avantax Planning Partners
Iowa
$832K -$1.47K -13 -0.2%
AIMC
548
Alley Investment Management Company
Illinois
$831K -$24.6K -217 -3%
RBFC
549
Roman Butler Fullerton & Co
Missouri
$830K +$64.4K +554 +8%
AWM
550
Aprio Wealth Management
Georgia
$829K +$32K +282 +4%
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