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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 %
CMS
776
Capital Market Strategies
Florida
$375K +$375K +3,310 New
HWA
777
HCR Wealth Advisors
California
$374K -$47K -415 -11%
AA
778
AF Advisors
California
$370K +$680 +6 +0.2%
AFP
779
Ausdal Financial Partners
Iowa
$369K +$1.13K +10 +0.3%
TCM
780
Twele Capital Management
Minnesota
$369K – – –
SWP
781
Semus Wealth Partners
Florida
$368K -$144K -1,272 -28%
SEP
782
Southland Equity Partners
Missouri
$368K +$16.7K +147 +5%
WG
783
Welch Group
Alabama
$367K -$351K -3,098 -49%
IW
784
Imprint Wealth
South Carolina
$367K +$101K +884 +38%
BBHC
785
Brown Brothers Harriman & Co
New York
$367K – – –
BMCM
786
Bryn Mawr Capital Management
Pennsylvania
$366K +$366K +3,229 New
CA
787
CoreCap Advisors
Michigan
$364K +$364K +3,217 New
AWG
788
Altus Wealth Group
Colorado
$363K -$50.5K -446 -12%
CIAS
789
Capital Investment Advisory Services
North Carolina
$363K +$340 +3 +0.1%
ACA
790
Aptus Capital Advisors
Alabama
$362K +$566 +5 +0.2%
ACA
791
Aspire Capital Advisors
Washington
$360K – – –
NG
792
Northstar Group
New York
$358K – – –
FWM
793
Fairhaven Wealth Management
Illinois
$358K +$358K +3,158 New
TCOV
794
Trust Company of Vermont
Vermont
$356K – – –
CWA
795
Continuum Wealth Advisors
New York
$355K – – –
ICP
796
Interchange Capital Partners
Pennsylvania
$354K -$41.1K -363 -10%
FA
797
FDx Advisors
Illinois
$354K -$2.97M -26,212 -89%
FC
798
Financial Consulate
Maryland
$353K -$72.4K -639 -17%
SFWC
799
Strategic Family Wealth Counselors
New Jersey
$352K +$1.36K +12 +0.4%
CWC
800
Carolinas Wealth Consulting
North Carolina
$351K +$1.36K +12 +0.4%
30 31
32
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