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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 %
CTC
576
Central Trust Company
Missouri
$770K -$61.6K -500 -7%
LT
577
Legacy Trust
Michigan
$767K +$370K +3,000 +93%
AWM
578
Avior Wealth Management
Nebraska
$766K +$62K +503 +9%
CCMG
579
Clark Capital Management Group
Pennsylvania
$766K -$33.6K -273 -4%
MFIM
580
Mesirow Financial Investment Management
Illinois
$765K – – –
AP
581
Appleton Partners
Massachusetts
$762K – – –
RWS
582
Resolute Wealth Strategies
Mississippi
$757K -$37.1K -301 -5%
CAG
583
Crestwood Advisors Group
Massachusetts
$753K +$346K +2,812 +85%
WA
584
WealthTrust Axiom
Pennsylvania
$753K +$52K +422 +7%
AL
585
Aspiriant LLC
California
$752K -$39K -317 -5%
TA
586
TruWealth Advisors
Louisiana
$751K +$42.2K +343 +6%
WF
587
Warner Financial
Maryland
$749K +$13.4K +109 +2%
CIA
588
Choate Investment Advisors
Massachusetts
$748K +$169K +1,370 +29%
PFA
589
Pathway Financial Advisers
Indiana
$746K -$5.91K -48 -0.8%
JFGIW
590
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$746K -$197K -1,600 -21%
DIP
591
DT Investment Partners
Pennsylvania
$739K – – –
CF
592
Centaurus Financial
California
$733K -$121K -982 -14%
MPW
593
Monterey Private Wealth
California
$729K -$9.36K -76 -1%
HPC
594
HM Payson & Co
Maine
$729K -$7.02K -57 -1%
LNWWM
595
Laird Norton Wetherby Wealth Management
California
$727K -$18.5K -150 -2%
LBC
596
Lowe Brockenbrough & Co
Virginia
$725K – – –
FA
597
Fagan Associates
New York
$722K +$493 +4 +0.1%
GSB
598
Greenfield Savings Bank
Massachusetts
$716K – – –
TYCC
599
Texas Yale Capital Corp
Florida
$714K – – –
FPCP
600
Fort Point Capital Partners
California
$714K -$10.3K -84 -1%
22 23
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