DVY icon

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 %
MC
626
Moors & Cabot
Massachusetts
$658K -$321K -2,739 -33%
PFA
627
Pinnacle Family Advisors
Missouri
$656K +$80.9K +690 +14%
DWT
628
Dorsey & Whitney Trust
South Dakota
$654K – – –
WDG
629
Wealth Dimensions Group
Ohio
$653K -$7.97K -68 -1%
PO
630
Private Ocean
California
$653K +$117K +1,000 +22%
ITC
631
Inspire Trust Company
Nevada
$651K +$651K +5,554 New
Koshinski Asset Management
632
Koshinski Asset Management
Illinois
$648K -$424K -3,620 -40%
TCOT
633
Trust Company of Toledo
Ohio
$642K +$164K +1,403 +34%
PVAMC
634
PPS&V Asset Management Consultants
Michigan
$640K – – –
CIA
635
Compass Ion Advisors
Pennsylvania
$639K – – –
CA
636
CapWealth Advisors
Tennessee
$637K -$37.9K -323 -6%
OSNBOA
637
Old Second National Bank of Aurora
Illinois
$630K +$525K +4,478 +498%
GLA
638
Good Life Advisors
Pennsylvania
$627K -$5.04K -43 -0.8%
AIA
639
Armor Investment Advisors
North Carolina
$626K -$821 -7 -0.1%
KCM
640
Kanawha Capital Management
Virginia
$619K -$2.11K -18 -0.3%
PWLP
641
Prio Wealth Limited Partnership
Massachusetts
$616K -$36.9K -315 -6%
GI
642
GAMCO Investors
Connecticut
$615K – – –
VCM
643
Versant Capital Management
Arizona
$615K – – –
FCA
644
FinTrust Capital Advisors
South Carolina
$612K -$3.17K -27 -0.5%
TAM
645
TCP Asset Management
Ohio
$608K +$98.6K +841 +19%
HAIM
646
Hunter Associates Investment Management
Pennsylvania
$607K -$25.9K -220 -4%
PFM
647
Phillips Financial Management
Indiana
$606K -$3.28K -28 -0.5%
NFC
648
Northeast Financial Consultants
Connecticut
$605K – – –
HWMG
649
Hurlow Wealth Management Group
Indiana
$604K – – –
CBFP
650
Cedar Brook Financial Partners
Ohio
$601K +$8.04K +69 +1%
24 25
26
27 28