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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 %
GIM
676
Grassi Investment Management
California
$543K -$29.9K -243 -5%
SFS
677
Summit Financial Strategies
Ohio
$541K – – –
AQR Capital Management
678
AQR Capital Management
Connecticut
$539K +$539K +4,376 New
WCG
679
Weaver Consulting Group
California
$535K -$9.24K -75 -2%
OFG
680
Oxford Financial Group
Indiana
$534K – – –
NFG
681
Nations Financial Group
Iowa
$534K -$15.9K -129 -3%
LA
682
LexAurum Advisors
Kansas
$533K -$2.09K -17 -0.4%
JIP
683
Jaffetilchin Investment Partners
Florida
$532K +$3.2K +26 +0.6%
CPSAC
684
Chas P. Smith & Associates (CPS)
Florida
$530K – – –
FG
685
Fiduciary Group
Georgia
$525K +$102K +829 +24%
AIA
686
Armor Investment Advisors
North Carolina
$525K -$132K -1,075 -20%
Bessemer Group
687
Bessemer Group
New Jersey
$525K -$23K -187 -4%
BFC
688
Bedel Financial Consulting
Indiana
$524K – – –
PCM
689
Parsons Capital Management
Rhode Island
$520K -$23.4K -190 -4%
FMC
690
First Merchants Corp
Indiana
$520K -$17.6K -143 -3%
RL
691
Rogco LP
Oklahoma
$519K – – –
CIA
692
Concurrent Investment Advisors
Florida
$515K +$48K +390 +10%
IWM
693
Integris Wealth Management
California
$514K -$25.7K -209 -5%
SWM
694
Selective Wealth Management
Virginia
$514K +$2.39K +20 +0.5%
SWP
695
Strategic Wealth Partners
Ohio
$512K -$4.93K -40 -1%
AMCA
696
Arthur M. Cohen & Associates
Illinois
$511K +$2.71K +22 +0.5%
BA
697
Ballew Advisors
Mississippi
$509K -$29.7K -249 -6%
First Manhattan
698
First Manhattan
New York
$505K -$57.9K -470 -10%
NB
699
Nicolet Bankshares
Wisconsin
$502K – – –
VIP
700
Vantage Investment Partners
Missouri
$500K -$63.3K -514 -11%
26 27
28
29 30