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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 %
FFA
801
First Foundation Advisors
California
$351K -$50.4K -445 -13%
BCM
802
Brookstone Capital Management
Illinois
$349K -$47.8K -423 -12%
QCM
803
Quantinno Capital Management
New York
$349K – – –
SW
804
SkyOak Wealth
Michigan
$349K – – –
FFWM
805
Future Financial Wealth Management
Ohio
$347K – – –
FPW
806
Flagship Private Wealth
Massachusetts
$346K +$2.49K +22 +0.7%
TI
807
Trexquant Investment
Connecticut
$346K +$346K +3,052 New
SIA
808
Soltis Investment Advisors
Utah
$345K -$2.38K -21 -0.7%
ESB
809
Essex Savings Bank
Connecticut
$343K +$4.65K +41 +1%
WIA
810
World Investment Advisors
California
$340K -$1.13K -10 -0.3%
TA
811
TrueWealth Advisors
Alabama
$340K – – –
TFA
812
Tranquilli Financial Advisor
New Jersey
$340K +$340K +2,998 New
AIA
813
Arbor Investment Advisors
North Carolina
$337K – – –
NAMP
814
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$335K -$14.2K -125 -4%
IC
815
Iconiq Capital
California
$333K -$2.04K -18 -0.6%
RMDI
816
R.M. Davis Inc
Maine
$332K +$332K +2,928 New
OCM
817
Orion Capital Management
California
$332K -$74.2K -655 -18%
MIA
818
MainStreet Investment Advisors
Illinois
$332K +$7.37K +65 +2%
PMFA
819
Plante Moran Financial Advisors
Michigan
$331K +$45.3K +400 +16%
TGAM
820
TBH Global Asset Management
Tennessee
$331K -$28.3K -250 -8%
CPA
821
Cardiff Park Advisors
California
$329K +$1.93K +17 +0.6%
Millennium Management
822
Millennium Management
New York
$329K +$329K +2,900 New
ODG
823
O'Dell Group
Ohio
$328K – – –
VHAM
824
Van Hulzen Asset Management
California
$327K -$19.5K -172 -6%
FWM
825
FSA Wealth Management
Massachusetts
$325K -$18.4K -162 -5%
31 32
33
34 35