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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 %
PCA
651
Peddock Capital Advisors
Massachusetts
$610K -$7.02K -57 -1%
BW
652
BIP Wealth
Georgia
$609K – – –
FWM
653
Fonville Wealth Management
Virginia
$608K +$64.2K +521 +12%
HAIM
654
Hunter Associates Investment Management
Pennsylvania
$604K -$30.8K -250 -5%
OIA
655
Optimum Investment Advisors
Illinois
$604K -$24.5K -199 -4%
WIM
656
Warwick Investment Management
Texas
$598K – – –
WAM
657
Weatherly Asset Management
California
$594K – – –
MWM
658
MGB Wealth Management
Texas
$593K +$64.1K +520 +12%
LPAM
659
Lodestar Private Asset Management
California
$592K +$1.85K +15 +0.3%
BBHC
660
Brown Brothers Harriman & Co
New York
$591K -$254K -2,060 -30%
BFG
661
Bleakley Financial Group
New Jersey
$590K -$175K -1,424 -23%
BCM
662
BluePointe Capital Management
California
$586K – – –
GRP
663
Global Retirement Partners
California
$581K -$595K -4,830 -51%
KWS
664
Keystone Wealth Services
California
$573K -$4.68K -38 -0.8%
TCWM
665
Total Clarity Wealth Management
Illinois
$571K +$15.2K +123 +3%
GVAG
666
Great Valley Advisor Group
Delaware
$563K -$193K -1,564 -26%
PO
667
Private Ocean
California
$563K -$123K -1,000 -18%
MSWM
668
Mowery & Schoenfeld Wealth Management
Illinois
$560K – – –
CWM
669
Cahaba Wealth Management
Georgia
$559K -$45.5K -369 -8%
HWA
670
Heartwood Wealth Advisors
Virginia
$557K -$152K -1,236 -21%
GCM
671
G2 Capital Management
Ohio
$556K -$137K -1,112 -20%
CNB
672
Camden National Bank
Maine
$555K -$28.3K -230 -5%
FFW
673
Fusion Family Wealth
New York
$555K +$246 +2 +0%
SWA
674
Strategies Wealth Advisors
Michigan
$549K +$94.7K +769 +21%
CCWM
675
Cassaday & Co Wealth Management
Virginia
$545K – – –
25 26
27
28 29