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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 %
AWM
526
Axxcess Wealth Management
California
$910K +$13.2K +107 +1%
BHWM
527
Bar Harbor Wealth Management
New Hampshire
$910K – – –
WFA
528
Wellspring Financial Advisors
Ohio
$910K -$222K -1,802 -20%
WIA
529
World Investment Advisors
California
$903K -$428K -2,952 -32%
WI
530
Wintrust Investments
Illinois
$902K +$45.2K +367 +5%
LWL
531
Leo Wealth LLC
Texas
$895K -$15.3K -124 -2%
CAAS
532
Capital Asset Advisory Services
Michigan
$894K +$12.9K +107 +1%
CIAS
533
CBIZ Investment Advisory Services
Ohio
$892K +$18.6K +151 +2%
BFA
534
Beacon Financial Advisory
Ohio
$892K -$110K -892 -11%
CFP
535
Catalyst Financial Partners
Massachusetts
$889K – – –
TAM
536
Titleist Asset Management
Texas
$880K +$18K +146 +2%
CGPCS
537
Capital Group Private Client Services
California
$877K -$1.36K -11 -0.2%
DAS
538
Dynamic Advisor Solutions
Arizona
$875K +$97.8K +794 +13%
JEST
539
JTC Employer Solutions Trustee
Jersey
$872K – – –
OHWP
540
Oak Harbor Wealth Partners
North Carolina
$869K -$49.1K -399 -5%
TNB
541
Thomasville National Bank
Georgia
$868K -$17.9K -145 -2%
AWM
542
Aprio Wealth Management
Georgia
$866K -$34.7K -282 -4%
RCA
543
Resonant Capital Advisors
Wisconsin
$862K – – –
DFG
544
Dupree Financial Group
Kentucky
$854K +$50.5K +410 +6%
WA
545
Wambolt & Associates
Colorado
$853K -$300K -2,451 -26%
RBFC
546
Roman Butler Fullerton & Co
Missouri
$844K +$598 +5 +0.1%
AWM
547
Able Wealth Management
New Jersey
$843K +$6.78K +55 +0.8%
PWM
548
Perigon Wealth Management
California
$840K +$44.6K +362 +6%
LWM
549
Lakeridge Wealth Management
Ohio
$833K -$411K -3,337 -33%
CFO
550
CVA Family Office
Colorado
$830K -$31.2K -253 -4%
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