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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 %
Walleye Trading
551
Walleye Trading
New York
$830K +$830K +6,737 New
AWM
552
Apollon Wealth Management
South Carolina
$824K -$5.91K -48 -0.7%
MPI
553
Mairs & Power Inc
Minnesota
$819K -$210K -1,705 -20%
CT
554
Cambridge Trust
Massachusetts
$816K -$142K -1,154 -15%
HI
555
Harbour Investments
Wisconsin
$816K +$56.3K +457 +7%
AWA
556
Arkadios Wealth Advisors
Georgia
$813K -$85.4K -693 -10%
MWM
557
Modera Wealth Management
New Jersey
$808K -$76.4K -620 -9%
JWM
558
Jupiter Wealth Management
Colorado
$805K – – –
Toronto Dominion Bank
559
Toronto Dominion Bank
Ontario, Canada
$804K – – –
WP
560
WealthPLAN Partners
Nebraska
$800K +$19.7K +160 +3%
Koshinski Asset Management
561
Koshinski Asset Management
Illinois
$797K +$116K +945 +17%
KC
562
Kades & Cheifetz
Pennsylvania
$796K +$22.9K +186 +3%
WAL
563
W Advisors LLC
Tennessee
$794K – – –
BFS
564
Bradley Foster & Sargent
Connecticut
$791K -$9.24K -75 -1%
WSTAM
565
Wilbanks Smith & Thomas Asset Management
Virginia
$787K – – –
AGC
566
Aspen Grove Capital
Colorado
$786K – – –
FMTC
567
Farmers & Merchants Trust Company
California
$784K -$188K -1,526 -19%
QWM
568
Quadcap Wealth Management
Texas
$783K -$13.2K -107 -2%
CD
569
Chapin Davis
Maryland
$778K -$14.2K -115 -2%
SAG
570
SageView Advisory Group
California
$776K +$579K +6,860 +295%
APP
571
Avantax Planning Partners
Iowa
$775K -$56.7K -460 -7%
MKA
572
M. Kulyk & Associates
Georgia
$775K +$246 +2 +0%
USCWA
573
U.S. Capital Wealth Advisors
Texas
$774K +$35.4K +287 +5%
JWS
574
Juncture Wealth Strategies
Arizona
$771K -$10.6K -86 -1%
PGA
575
Portland Global Advisors
Maine
$770K -$38.8K -315 -5%
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