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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 %
SCM
701
Schnieders Capital Management
California
$499K -$251K -2,041 -34%
FCA
702
FinTrust Capital Advisors
South Carolina
$498K -$145K -1,176 -23%
CW
703
Connectus Wealth
Ohio
$498K -$260K -2,111 -34%
NCM
704
Neumann Capital Management
California
$497K – – –
MIA
705
MainStreet Investment Advisors
Illinois
$496K – – –
FA
706
FC Advisory
Pennsylvania
$496K +$8.75K +71 +2%
MFS
707
Madrona Financial Services
Washington
$491K – – –
HC
708
Hoese & Co
Minnesota
$491K – – –
SW
709
SkyOak Wealth
Michigan
$487K +$24K +195 +5%
VWWMG
710
Vermillion & White Wealth Management Group
Pennsylvania
$487K -$39.7K -322 -8%
KFC
711
Klingenstein Fields & Co
New York
$483K – – –
IFPG
712
Intrepid Financial Planning Group
Indiana
$482K -$283K -2,296 -37%
CPG
713
Custom Portfolio Group
Colorado
$480K – – –
HCM
714
Highview Capital Management
Illinois
$477K – – –
TSWM
715
Triangle Securities Wealth Management
North Carolina
$471K -$30.1K -244 -6%
T
716
TNF
Montana
$468K +$2.66K +22 +0.6%
CASC
717
Coppell Advisory Solutions Corp
Texas
$465K +$465K +3,775 New
RWG
718
Ratio Wealth Group
Colorado
$465K – – –
SFS
719
Stiles Financial Services
Minnesota
$460K -$44.2K -359 -9%
SWM
720
SeaCrest Wealth Management
New York
$457K -$59.6K -484 -12%
DP
721
Dearborn Partners
Illinois
$456K +$13.8K +112 +3%
RA
722
RFG Advisory
Alabama
$454K -$60.4K -490 -12%
BB
723
Busey Bank
Illinois
$450K -$69K -560 -13%
BSB
724
Bangor Savings Bank
Maine
$450K – – –
GA
725
GFS Advisors
Texas
$448K +$1.35K +11 +0.3%
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29
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