DVY icon

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.

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
1
Morgan Stanley
New York
$1.61B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$210M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$348M
4
HI
4
Horizon Investments
North Carolina
$40.5M
5
MHI
5
Miller Howard Investments
New York
$47.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$989M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$294M
3
Wells Fargo
3
Wells Fargo
California
$467M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$60.4M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$73.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBTCON
51
First National Bank & Trust Co of Newtown
Pennsylvania
$22.9M -$57.4K -490 -0.2%
SCA
52
St. Clair Advisors
Ohio
$22.8M -$7.2M -61,444 -24%
PAG
53
Private Advisor Group
New Jersey
$22.5M -$2.25M -19,206 -9%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$19.2M -$5.52M -47,051 -22%
Franklin Resources
55
Franklin Resources
California
$18.6M +$856K +7,301 +5%
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$18.3M -$1.23M -10,488 -6%
Cerity Partners
57
Cerity Partners
New York
$17.8M +$3.4M +28,974 +24%
AG
58
AlTi Global
New York
$17.2M +$17.2M +146,725 New
CIA
59
Capital Investment Advisors
Georgia
$17.2M -$872K -7,435 -5%
TNBTD
60
Trustmark National Bank Trust Department
Mississippi
$16.1M -$92K -785 -0.6%
CFB
61
Cullen/Frost Bankers
Texas
$15.2M -$286K -2,442 -2%
BF
62
BOK Financial
Oklahoma
$15.2M -$12.8M -108,929 -46%
National Bank of Canada
63
National Bank of Canada
Quebec, Canada
$14.8M -$8.09M -68,422 -35%
NAM
64
NTV Asset Management
West Virginia
$13.6M +$10.6K +90 +0.1%
ACP
65
Arcus Capital Partners
Georgia
$13.5M -$2.5M -21,290 -16%
LF
66
Lee Financial
Texas
$13.3M -$307K -2,622 -2%
Corient Private Wealth
67
Corient Private Wealth
Florida
$13M +$307K +2,620 +2%
AAS
68
Avantax Advisory Services
Texas
$12.9M -$888K -7,578 -6%
KAS
69
Kestra Advisory Services
Texas
$12.8M -$436K -3,719 -3%
EH
70
Equitable Holdings
New York
$12.6M -$671K -5,725 -5%
BPA
71
Beacon Pointe Advisors
California
$12.3M -$2.37M -20,181 -16%
BOH
72
Bank of Hawaii
Hawaii
$12.2M -$505K -4,311 -4%
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$11.7M -$4.11M -35,054 -26%
MCM
74
MAI Capital Management
Ohio
$11.5M -$3.18M -27,097 -22%
IA
75
IFG Advisors
Missouri
$11.4M +$1.49M +12,742 +15%
1 2
3
4 5