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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 %
MIM
601
Marco Investment Management
Georgia
$713K – – –
PAS
602
Park Avenue Securities
New York
$711K -$114K -928 -14%
GT
603
Greenleaf Trust
Michigan
$708K +$109K +885 +18%
ML
604
Mayport LLC
Massachusetts
$703K +$370 +3 +0.1%
WA
605
Wealth Alliance
New York
$701K -$132K -1,071 -16%
UCB
606
United Community Bank
South Carolina
$699K -$59K -479 -8%
ANBT
607
American National Bank & Trust
Texas
$699K +$616K +5,000 +745%
GPA
608
Guerra Pan Advisors
New Jersey
$697K -$23.4K -190 -3%
PFA
609
Pinnacle Family Advisors
Missouri
$692K +$3.08K +25 +0.4%
MBT
610
Montecito Bank & Trust
California
$692K -$450K -3,653 -39%
MC
611
Moors & Cabot
Massachusetts
$689K -$1.97K -16 -0.3%
DWT
612
Dorsey & Whitney Trust
South Dakota
$687K – – –
WDG
613
Wealth Dimensions Group
Ohio
$686K – – –
AIMC
614
Alley Investment Management Company
Illinois
$685K -$216K -1,751 -24%
ITC
615
Inspire Trust Company
Nevada
$684K – – –
TCOT
616
Trust Company of Toledo
Ohio
$674K – – –
PVAMC
617
PPS&V Asset Management Consultants
Michigan
$672K – – –
RIA
618
Realta Investment Advisors
Delaware
$671K -$105K -854 -14%
SC
619
SouthState Corp
Florida
$671K -$21.2K -172 -3%
FGA
620
Fortis Group Advisors
New Jersey
$671K -$45.1K -366 -6%
CA
621
CapWealth Advisors
Tennessee
$669K – – –
GLA
622
Good Life Advisors
Pennsylvania
$664K +$5.3K +43 +0.8%
HIP
623
HUB Investment Partners
Texas
$662K +$123K +999 +23%
SIMC
624
Squire Investment Management Company
Utah
$661K +$137K +1,115 +26%
SBIA
625
Sheaff Brock Investment Advisors
Indiana
$660K -$148K -1,200 -18%
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25
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