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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 %
LGWM
751
Litman Gregory Wealth Management
California
$419K +$419K +3,400 New
AFG
752
Atomi Financial Group
New York
$416K -$63.6K -516 -13%
IWS
753
Insight Wealth Strategies
California
$413K +$1.36K +11 +0.3%
GC
754
Gratus Capital
Georgia
$413K +$155K +1,257 +60%
TA
755
TFB Advisors
Kansas
$411K +$141K +1,173 +52%
RCG
756
Regatta Capital Group
California
$410K +$3.08K +25 +0.8%
CG
757
Caprock Group
Idaho
$410K +$40K +325 +11%
AF
758
Alerus Financial
North Dakota
$407K – – –
CCA
759
Cobblestone Capital Advisors
New York
$406K – – –
AA
760
AF Advisors
California
$406K +$862 +7 +0.2%
CA
761
Cambridge Advisors
Nebraska
$405K -$6.16K -50 -1%
IAMOG
762
Investors Asset Management of Georgia
Georgia
$405K – – –
HWA
763
HCR Wealth Advisors
California
$405K – – –
SEP
764
Southland Equity Partners
Missouri
$404K +$1.72K +14 +0.4%
WG
765
Welch Group
Alabama
$400K -$51.3K -416 -11%
RDFA
766
Ritter Daniher Financial Advisory
Ohio
$399K -$5.54K -45 -1%
TCM
767
Twele Capital Management
Minnesota
$398K -$2.46K -20 -0.6%
PMG
768
ProVise Management Group
Florida
$397K -$17.2K -140 -4%
PAM
769
Palisade Asset Management
Minnesota
$397K +$61.6K +500 +18%
SCM
770
Sage Capital Management
New Jersey
$396K +$3.08K +25 +0.8%
SCTC
771
Sanibel Captiva Trust Company
Florida
$395K -$91.2K -740 -19%
CMS
772
Capital Market Strategies
Florida
$395K -$12.3K -100 -3%
NFA
773
Northwest Financial Advisors
Virginia
$394K -$20.8K -169 -5%
AFP
774
Ausdal Financial Partners
Iowa
$393K +$985 +8 +0.3%
ACA
775
Aspire Capital Advisors
Washington
$392K – – –
29 30
31
32 33