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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,176 hedge funds and large institutions have $9.35B invested in iShares Select Dividend ETF in 2023 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 302 increasing their positions, 514 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,176
Holders Change
-17
Holders Change %
-1.42%
% of All Funds
18.55%
Holding in Top 10
40
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-25.93%
% of All Funds
0.63%
New
70
Increased
302
Reduced
514
Closed
77
Calls
$35.2M
Puts
$37.5M
Net Calls
-$2.25M
Net Calls Change
+$267M

Top Buyers

1
HI
Horizon Investments
North Carolina
+$28.5M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$21.6M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$18.2M
4
Citadel Advisors
Citadel Advisors
Florida
+$12M
5
Jane Street
Jane Street
New York
+$11.4M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
-$85.4M
2
NAM
Nissay Asset Management
Japan
-$71.5M
3
Wells Fargo
Wells Fargo
California
-$67.4M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$63.2M
5
M1FG
Mach-1 Financial Group
Arkansas
-$52M
Name Holding Trade Value Shares
Change 		Shares
Change %
PO
676
Private Ocean
California
$518K -$119K -1,050 -19%
SWP
677
Strategic Wealth Partners
Ohio
$515K – – –
NAM
678
NorthCrest Asset Manangement
Minnesota
$512K -$8.38K -74 -2%
JSW
679
Journey Strategic Wealth
New Jersey
$506K -$10.8K -95 -2%
TCWM
680
Total Clarity Wealth Management
Illinois
$502K -$54.4K -480 -10%
CCWM
681
Cassaday & Co Wealth Management
Virginia
$501K – – –
EWA
682
Exencial Wealth Advisors
Oklahoma
$500K -$5.55K -49 -1%
MFS
683
Madrona Financial Services
Washington
$500K -$5.33K -47 -1%
JFGIW
684
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$495K -$14K -124 -3%
FMC
685
First Merchants Corp
Indiana
$495K – – –
OFG
686
Oxford Financial Group
Indiana
$491K – – –
ML
687
Mayport LLC
Massachusetts
$490K – – –
ERWM
688
Elk River Wealth Management
Colorado
$489K – – –
BNP Paribas Financial Markets
689
BNP Paribas Financial Markets
France
$489K -$13.7K -121 -3%
CPSAC
690
Chas P. Smith & Associates (CPS)
Florida
$487K -$85.1K -751 -15%
PCMC
691
Private Capital Management (Colorado)
Colorado
$486K – – –
MPWT
692
MassMutual Private Wealth & Trust
Connecticut
$485K -$15.3K -135 -3%
HHGA
693
Halbert Hargrove Global Advisors
California
$484K +$3.4K +30 +0.7%
LA
694
Lane & Associates
New Jersey
$484K +$227 +2 +0%
BFC
695
Bedel Financial Consulting
Indiana
$482K – – –
SBH
696
Segall Bryant & Hamill
Illinois
$481K -$68.8K -607 -13%
SWA
697
Strategies Wealth Advisors
Michigan
$480K -$10.1K -89 -2%
HC
698
Hoese & Co
Minnesota
$478K – – –
GWM
699
GSB Wealth Management
Connecticut
$477K +$567 +5 +0.1%
TAM
700
TCP Asset Management
Ohio
$477K +$566 +5 +0.1%
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