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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 %
BSA
726
Bull Street Advisors
Georgia
$447K – – –
RTL
727
Red Tortoise LLC
Georgia
$446K +$370 +3 +0.1%
GFS
728
GYL Financial Synergies
Connecticut
$445K +$246 +2 +0.1%
1WA
729
180 Wealth Advisors
Washington
$445K +$4.31K +35 +1%
BAM
730
Bellevue Asset Management
Washington
$444K – – –
FBT
731
First Bankers Trust
Kentucky
$444K +$444K +3,603 New
MLL
732
Moody Lynn & Lieberson
Massachusetts
$443K – – –
LIM
733
Leavell Investment Management
Alabama
$443K – – –
WWP
734
Waypoint Wealth Partners
California
$442K – – –
OSAM
735
O'Shaughnessy Asset Management
Connecticut
$441K +$5.54K +45 +1%
E
736
ETFidea
New York
$440K -$83.4K -677 -16%
MPWT
737
MassMutual Private Wealth & Trust
Connecticut
$440K -$298K -2,422 -40%
BWM
738
Birchcreek Wealth Management
Ohio
$438K +$370 +3 +0.1%
SIC
739
Samalin Investment Counsel
New York
$434K -$23.2K -188 -5%
MM
740
Main Management
California
$432K – – –
HCP
741
Hexagon Capital Partners
Arkansas
$432K – – –
TC
742
TownSquare Capital
Utah
$432K +$432K +3,505 New
BONH
743
Bank of New Hampshire
New Hampshire
$431K -$10.7K -87 -2%
WPA
744
West Paces Advisors
Georgia
$430K -$30.8K -250 -7%
JWCA
745
J.W. Coons Advisors
Ohio
$430K – – –
ICP
746
Interchange Capital Partners
Pennsylvania
$427K +$26.6K +216 +7%
FHB
747
First Hawaiian Bank
Hawaii
$424K – – –
ST
748
Sabal Trust
Florida
$424K +$37K +300 +10%
IP
749
Investment Partners
Ohio
$424K -$95.1K -772 -18%
CPSC
750
Carl P. Sherr & Co
Massachusetts
$423K – – –
28 29
30
31 32