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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 %
KWM
626
KFG Wealth Management
Indiana
$658K +$28.9K +235 +5%
EWA
627
Exencial Wealth Advisors
Oklahoma
$656K +$28K +227 +4%
CST
628
Charles Schwab Trust
Nevada
$655K +$227K +1,839 +53%
LIA
629
LS Investment Advisors
Michigan
$654K -$123K -1,000 -16%
KCM
630
Kanawha Capital Management
Virginia
$652K +$1.36K +11 +0.2%
TW
631
Transform Wealth
Colorado
$652K -$117K -950 -15%
VCM
632
Versant Capital Management
Arizona
$647K – – –
TAM
633
TCP Asset Management
Ohio
$640K +$739 +6 +0.1%
NEPWA
634
New England Private Wealth Advisors
Massachusetts
$637K -$178K -1,453 -22%
CBFP
635
Cedar Brook Financial Partners
Ohio
$636K +$985 +8 +0.2%
NFC
636
Northeast Financial Consultants
Connecticut
$636K – – –
CIA
637
Compass Ion Advisors
Pennsylvania
$635K -$36.8K -299 -5%
HWMG
638
Hurlow Wealth Management Group
Indiana
$635K – – –
VWM
639
Venturi Wealth Management
Texas
$626K – – –
CWM
640
Cornerstone Wealth Management
Missouri
$626K +$115K +936 +23%
EWM
641
Evermay Wealth Management
Virginia
$623K -$6.16K -50 -1%
SA
642
SpiderRock Advisors
Delaware
$623K +$623K +5,215 New
C
643
Certuity
Florida
$622K -$6.65K -54 -1%
SWM
644
Spire Wealth Management
Virginia
$622K -$154K -1,250 -20%
JHCP
645
Jackson Hole Capital Partners
Oklahoma
$621K – – –
PFM
646
Phillips Financial Management
Indiana
$619K -$17.6K -143 -3%
WAM
647
WFA Asset Management
Wisconsin
$617K -$610K -4,949 -50%
GI
648
GAMCO Investors
Connecticut
$616K -$30.8K -250 -5%
PWLP
649
Prio Wealth Limited Partnership
Massachusetts
$613K -$34.1K -277 -5%
NAM
650
NorthCrest Asset Manangement
Minnesota
$611K +$22.7K +184 +4%
24 25
26
27 28