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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 %
RCA
551
Resonant Capital Advisors
Wisconsin
$821K – – –
FPAS
552
Focus Partners Advisor Solutions
Missouri
$820K +$50.5K +431 +7%
CFO
553
CVA Family Office
Colorado
$820K +$2.11K +18 +0.3%
WI
554
Wintrust Investments
Illinois
$815K +$9.26K +79 +1%
CF
555
Centaurus Financial
California
$812K -$276K -2,352 -25%
BBHC
556
Brown Brothers Harriman & Co
New York
$803K +$241K +2,060 +43%
AWM
557
Able Wealth Management
New Jersey
$796K +$796K +6,789 New
WA
558
Wealth Alliance
New York
$793K +$793K +6,764 New
CTC
559
Central Trust Company
Missouri
$791K – – –
APP
560
Avantax Planning Partners
Iowa
$791K -$85.7K -731 -10%
AWM
561
Apollon Wealth Management
South Carolina
$790K +$51K +435 +7%
PAS
562
Park Avenue Securities
New York
$785K +$45.8K +391 +6%
NEPWA
563
New England Private Wealth Advisors
Massachusetts
$781K -$1.76M -14,973 -69%
PGA
564
Portland Global Advisors
Maine
$770K -$70.3K -600 -8%
SBIA
565
Sheaff Brock Investment Advisors
Indiana
$769K +$141K +1,201 +22%
JWM
566
Jupiter Wealth Management
Colorado
$768K – – –
Toronto Dominion Bank
567
Toronto Dominion Bank
Ontario, Canada
$765K -$469 -4 -0.1%
DFG
568
Dupree Financial Group
Kentucky
$765K +$765K +6,524 New
BFS
569
Bradley Foster & Sargent
Connecticut
$762K -$47.2K -403 -6%
CCMG
570
Clark Capital Management Group
Pennsylvania
$761K +$210K +1,794 +38%
PWM
571
Perigon Wealth Management
California
$757K +$154K +1,314 +26%
QWM
572
Quadcap Wealth Management
Texas
$757K +$757K +6,461 New
RWS
573
Resolute Wealth Strategies
Mississippi
$755K +$15.1K +129 +2%
WAL
574
W Advisors LLC
Tennessee
$755K – – –
CD
575
Chapin Davis
Maryland
$754K +$754K +6,430 New
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