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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 %
WPC
751
Wedmont Private Capital
Pennsylvania
$403K +$83.1K +722 +26%
BWM
752
Birchcreek Wealth Management
Ohio
$402K +$164K +1,444 +69%
AFG
753
Atomi Financial Group
New York
$400K -$69.8K -616 -15%
JWCA
754
J.W. Coons Advisors
Ohio
$396K – – –
LA
755
Latitude Advisors
Florida
$394K -$59.6K -526 -13%
AF
756
Alerus Financial
North Dakota
$393K -$131K -1,157 -25%
IAMOG
757
Investors Asset Management of Georgia
Georgia
$392K – – –
VWA
758
Visionary Wealth Advisors
Illinois
$392K -$2.38M -21,045 -86%
WP
759
Westmount Partners
California
$390K – – –
MCA
760
MSH Capital Advisors
Arizona
$390K +$61.9K +546 +19%
FG
761
Fiduciary Group
Georgia
$389K – – –
CPSC
762
Carl P. Sherr & Co
Massachusetts
$389K – – –
TP
763
Tranquility Partners
Tennessee
$389K – – –
CFO
764
Collective Family Office
Pennsylvania
$387K +$15.3K +135 +4%
MM
765
Main Management
California
$386K +$386K +3,404 New
Financial Engines Advisors
766
Financial Engines Advisors
California
$385K +$21.1K +186 +6%
1WA
767
180 Wealth Advisors
Washington
$384K -$10.4K -91 -3%
TA
768
TFB Advisors
Kansas
$384K +$384K +3,387 New
PTC
769
Philadelphia Trust Company
Pennsylvania
$383K – – –
SIC
770
Samalin Investment Counsel
New York
$382K -$567 -5 -0.1%
CA
771
Cambridge Advisors
Nebraska
$378K -$20.4K -180 -5%
IWS
772
Insight Wealth Strategies
California
$377K -$27.5K -243 -7%
SCA
773
Sandy Cove Advisors
Massachusetts
$377K +$377K +3,326 New
MWM
774
Mattern Wealth Management
Kansas
$376K -$5.67K -50 -1%
SL
775
Salomon & Ludwin
Virginia
$375K – – –
29 30
31
32 33