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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,193 hedge funds and large institutions have $10.4B invested in iShares Select Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 398 increasing their positions, 416 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,193
Holders Change
-41
Holders Change %
-3.32%
% of All Funds
19.1%
Holding in Top 10
54
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-19.4%
% of All Funds
0.86%
New
81
Increased
398
Reduced
416
Closed
89
Calls
$874M
Puts
$1.14B
Net Calls
-$269M
Net Calls Change
-$286M

Top Buyers

1
NAM
1
Nissay Asset Management
Japan
$211M
2
M1FG
2
Mach-1 Financial Group
Arkansas
$52M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$494M
4
ST
4
Sageworth Trust
Pennsylvania
$47.5M
5
CA
5
Cetera Advisors
Colorado
$82.7M

Top Sellers

1
Mariner
1
Mariner
Kansas
$49.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$838M
3
Truist Financial
3
Truist Financial
North Carolina
$286M
4
SPWG
4
Syntegra Private Wealth Group
Missouri
$2.4M
5
HNB
5
Huntington National Bank
Ohio
$37.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIA
51
LBMC Investment Advisors
Tennessee
$29.5M -$292K -2,488 -1%
PAG
52
Private Advisor Group
New Jersey
$28.9M -$115K -983 -0.4%
EIP
53
Ellis Investment Partners
Pennsylvania
$28.7M +$315K +2,685 +1%
SAF
54
Smith Anglin Financial
Texas
$28.5M +$1.04M +8,864 +4%
SCA
55
St. Clair Advisors
Ohio
$27.6M +$715K +6,104 +3%
FNBTCON
56
First National Bank & Trust Co of Newtown
Pennsylvania
$23.4M -$188K -1,605 -0.8%
VA
57
Valmark Advisers
Ohio
$22.8M +$1.16M +9,890 +5%
ERFOTCOFW
58
Employees Retirement Fund of the City of Fort Worth
Texas
$22.6M – – –
Baird Financial Group
59
Baird Financial Group
Wisconsin
$22.1M +$7.03M +60,023 +47%
NEAM
60
New England Asset Management
Connecticut
$22.1M +$2.52M +21,500 +13%
VFP
61
Verus Financial Partners
Virginia
$21.5M -$1.58M -14,161 -7%
Franklin Resources
62
Franklin Resources
California
$21.5M -$3.55M -30,288 -14%
GT
63
Glenmede Trust
Pennsylvania
$21.4M +$1.02M +8,747 +5%
TNBTD
64
Trustmark National Bank Trust Department
Mississippi
$20.9M -$1.06M -9,007 -5%
Deutsche Bank
65
Deutsche Bank
Germany
$19.2M -$674K -5,748 -3%
CIA
66
Capital Investment Advisors
Georgia
$18.9M -$200K -1,705 -1%
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$16.9M -$1.41M -12,023 -8%
MCM
68
MAI Capital Management
Ohio
$16.4M +$34.1K +291 +0.2%
MWM
69
Mascoma Wealth Management
New Hampshire
$16.4M -$867K -7,373 -5%
AAP
70
Arax Advisory Partners
Colorado
$16.4M +$701K +5,985 +4%
CFB
71
Cullen/Frost Bankers
Texas
$16.2M -$1.42M -12,107 -8%
AAS
72
Avantax Advisory Services
Texas
$15.6M +$637K +5,439 +4%
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$14.7M -$903K -7,702 -6%
LF
74
Lee Financial
Texas
$14.2M +$608K +5,188 +4%
SPIA
75
Steward Partners Investment Advisory
New York
$14.1M -$3.36M -28,649 -19%
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