DVY icon

iShares Select Dividend ETF
DVY

Overview Fund Activity

1,176 hedge funds and large institutions have $9.35B invested in iShares Select Dividend ETF in 2023 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 302 increasing their positions, 514 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,176
Holders Change
-17
Holders Change %
-1.42%
% of All Funds
18.55%
Holding in Top 10
40
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-25.93%
% of All Funds
0.63%
New
70
Increased
302
Reduced
514
Closed
77
Calls
$35.2M
Puts
$37.5M
Net Calls
-$2.25M
Net Calls Change
+$267M

Top Buyers

1
HI
Horizon Investments
North Carolina
+$28.5M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$21.6M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$18.2M
4
Citadel Advisors
Citadel Advisors
Florida
+$12M
5
Jane Street
Jane Street
New York
+$11.4M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
-$85.4M
2
NAM
Nissay Asset Management
Japan
-$71.5M
3
Wells Fargo
Wells Fargo
California
-$67.4M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$63.2M
5
M1FG
Mach-1 Financial Group
Arkansas
-$52M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
726
PBMares Wealth Management
Virginia
$438K +$49.4K +436 +13%
ST
727
Sabal Trust
Florida
$437K +$68.4K +604 +19%
SCM
728
Schnieders Capital Management
California
$433K – – –
LWA
729
Lineweaver Wealth Advisors
Ohio
$431K -$54.3K -479 -11%
CSIC
730
Clifford Swan Investment Counsel
California
$431K – – –
PC
731
Pecaut & Co
Iowa
$430K +$124K +1,092 +40%
IP
732
Investment Partners
Ohio
$429K -$152K -1,343 -26%
RWG
733
Ratio Wealth Group
Colorado
$428K +$428K +3,774 New
CTWM
734
Cherry Tree Wealth Management
Minnesota
$426K +$426K +3,759 New
LWM
735
Lyell Wealth Management
California
$425K -$27.8K -245 -6%
VNA
736
Valley National Advisers
Pennsylvania
$424K – – –
CWM
737
Castle Wealth Management
Florida
$423K -$14.5K -128 -3%
LIM
738
Leavell Investment Management
Alabama
$420K -$110K -970 -21%
BAM
739
Bellevue Asset Management
Washington
$420K -$907 -8 -0.2%
AA
740
Advisory Alpha
Michigan
$417K -$19.3K -170 -4%
BSA
741
Bull Street Advisors
Georgia
$411K – – –
MG
742
Mather Group
Illinois
$410K +$176K +1,555 +75%
RTL
743
Red Tortoise LLC
Georgia
$409K +$227 +2 +0.1%
BONH
744
Bank of New Hampshire
New Hampshire
$409K – – –
BB
745
Busey Bank
Illinois
$408K -$33.1K -292 -7%
MLL
746
Moody Lynn & Lieberson
Massachusetts
$408K – – –
EWM
747
Empirical Wealth Management
Washington
$407K +$105K +927 +35%
OSAM
748
O'Shaughnessy Asset Management
Connecticut
$405K +$26.1K +230 +7%
HIP
749
HUB Investment Partners
Texas
$404K -$38.4K -339 -9%
PMG
750
ProVise Management Group
Florida
$403K – – –
28 29
30
31 32