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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.

New
Increased
Maintained
Reduced
Closed
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
Morgan Stanley
New York
+$802M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$67.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$46.1M
4
HI
Horizon Investments
North Carolina
+$40.5M
5
MHI
Miller Howard Investments
New York
+$24.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$138M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$69.4M
3
Wells Fargo
Wells Fargo
California
-$45.8M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$41.7M
5
Osaic Holdings
Osaic Holdings
Arizona
-$37.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFGIW
526
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$897K +$150K +1,278 +20%
CFP
527
Catalyst Financial Partners
Massachusetts
$896K -$675K -5,760 -43%
BC
528
Bartlett & Co
Ohio
$889K +$18.4K +156 +2%
BCWM
529
Bartlett & Co Wealth Management
Ohio
$889K +$18.4K +156 +2%
FCIM
530
Fairview Capital Investment Management
California
$887K – – –
DWM
531
Dakota Wealth Management
Florida
$876K -$50.4K -430 -5%
OHWP
532
Oak Harbor Wealth Partners
North Carolina
$874K +$59K +503 +7%
CFS
533
CRA Financial Services
New Jersey
$872K +$76.4K +652 +10%
ORC
534
O'Rourke & Company
Massachusetts
$868K -$27.9K -238 -3%
LWL
535
Leo Wealth LLC
Texas
$866K +$866K +7,391 New
BHWM
536
Bar Harbor Wealth Management
New Hampshire
$866K – – –
AWM
537
Aprio Wealth Management
Georgia
$858K – – –
AIMC
538
Alley Investment Management Company
Illinois
$857K -$5.63K -48 -0.7%
AWA
539
Arkadios Wealth Advisors
Georgia
$854K -$87K -742 -9%
AWM
540
Axxcess Wealth Management
California
$854K -$34.2K -292 -4%
CAAS
541
Capital Asset Advisory Services
Michigan
$854K -$26K -222 -3%
TNB
542
Thomasville National Bank
Georgia
$843K – – –
MWM
543
Modera Wealth Management
New Jersey
$842K +$4.22K +36 +0.5%
D.E. Shaw & Co
544
D.E. Shaw & Co
New York
$839K +$839K +7,161 New
JEST
545
JTC Employer Solutions Trustee
Jersey
$839K – – –
CGPCS
546
Capital Group Private Client Services
California
$836K +$528K +4,503 +171%
BNP Paribas Financial Markets
547
BNP Paribas Financial Markets
France
$832K -$10.1M -86,015 -92%
CIAS
548
CBIZ Investment Advisory Services
Ohio
$832K +$832K +7,094 New
RBFC
549
Roman Butler Fullerton & Co
Missouri
$822K -$10.9K -93 -1%
TAM
550
Titleist Asset Management
Texas
$821K -$105K -892 -11%
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