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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 %
AL
576
Aspiriant LLC
California
$753K -$38.3K -327 -5%
WSTAM
577
Wilbanks Smith & Thomas Asset Management
Virginia
$749K -$107K -911 -12%
AGC
578
Aspen Grove Capital
Colorado
$748K – – –
MCA
579
MSH Capital Advisors
Arizona
$747K +$166K +1,415 +29%
DAS
580
Dynamic Advisor Solutions
Arizona
$745K +$12.5K +106 +2%
JWS
581
Juncture Wealth Strategies
Arizona
$744K +$62.9K +537 +9%
WP
582
WealthPLAN Partners
Nebraska
$742K +$469 +4 +0.1%
LIA
583
LS Investment Advisors
Michigan
$739K – – –
RIA
584
Realta Investment Advisors
Delaware
$739K -$37.9K -323 -5%
MKA
585
M. Kulyk & Associates
Georgia
$737K -$3.17K -27 -0.4%
KC
586
Kades & Cheifetz
Pennsylvania
$736K -$17.8K -152 -2%
TPWA
587
TRUE Private Wealth Advisors
Oregon
$732K -$276K -2,353 -27%
TW
588
Transform Wealth
Colorado
$731K -$70.3K -600 -9%
BFG
589
Bleakley Financial Group
New Jersey
$729K +$210K +1,790 +40%
MFIM
590
Mesirow Financial Investment Management
Illinois
$728K +$728K +6,210 New
IFPG
591
Intrepid Financial Planning Group
Indiana
$727K -$12.3K -105 -2%
SCA
592
Snowden Capital Advisors
New York
$727K +$43.7K +373 +6%
AP
593
Appleton Partners
Massachusetts
$725K – – –
SWM
594
Spire Wealth Management
Virginia
$723K -$66.7K -581 -8%
HI
595
Harbour Investments
Wisconsin
$723K -$13K -111 -2%
CW
596
Connectus Wealth
Ohio
$722K -$302K -2,570 -29%
UCB
597
United Community Bank
South Carolina
$721K – – –
GVAG
598
Great Valley Advisor Group
Delaware
$719K -$45.2K -386 -6%
PFA
599
Pathway Financial Advisers
Indiana
$715K +$40.7K +347 +6%
SCM
600
Schnieders Capital Management
California
$714K +$266K +2,265 +59%
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