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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 %
JIP
701
Jaffetilchin Investment Partners
Florida
$503K +$9.96K +85 +2%
SWM
702
Selective Wealth Management
Virginia
$503K -$42.2K -360 -8%
VWWMG
703
Vermillion & White Wealth Management Group
Pennsylvania
$501K +$501K +4,272 New
BFC
704
Bedel Financial Consulting
Indiana
$499K – – –
E
705
ETFidea
New York
$499K -$405K -3,454 -45%
SIMC
706
Squire Investment Management Company
Utah
$498K +$498K +4,251 New
SWM
707
SeaCrest Wealth Management
New York
$495K -$78.2K -662 -14%
JCM
708
Jag Capital Management
Missouri
$494K -$503K -4,291 -50%
BB
709
Busey Bank
Illinois
$494K – – –
IP
710
Investment Partners
Ohio
$494K -$26K -222 -5%
RL
711
Rogco LP
Oklahoma
$493K -$111K -944 -18%
PC
712
Pecaut & Co
Iowa
$492K -$1.52K -13 -0.3%
SWP
713
Strategic Wealth Partners
Ohio
$492K – – –
RA
714
RFG Advisory
Alabama
$490K -$39.9K -340 -8%
CWM
715
Cornerstone Wealth Management
Missouri
$486K +$3.87K +33 +0.8%
AMCA
716
Arthur M. Cohen & Associates
Illinois
$483K +$7.27K +62 +2%
Fisher Asset Management
717
Fisher Asset Management
Washington
$483K +$483K +4,117 New
SFS
718
Stiles Financial Services
Minnesota
$480K -$193K -1,647 -29%
NB
719
Nicolet Bankshares
Wisconsin
$478K +$156K +1,335 +49%
TSWM
720
Triangle Securities Wealth Management
North Carolina
$477K – – –
NCM
721
Neumann Capital Management
California
$473K – – –
MIA
722
MainStreet Investment Advisors
Illinois
$472K +$146K +1,245 +45%
HC
723
Hoese & Co
Minnesota
$472K – – –
MFS
724
Madrona Financial Services
Washington
$468K -$50.1K -427 -10%
FA
725
FC Advisory
Pennsylvania
$463K +$6.56K +56 +1%
27 28
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