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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 %
FT
801
Fiduciary Trust
Massachusetts
$361K +$46.9K +381 +15%
SPIS
802
Steward Partners Investment Solutions
Oregon
$360K -$378K -3,066 -51%
TWM
803
Thrive Wealth Management
Pennsylvania
$360K +$616 +5 +0.2%
TGAM
804
TBH Global Asset Management
Tennessee
$360K +$70.7K +574 +24%
ODG
805
O'Dell Group
Ohio
$356K – – –
AWG
806
Altus Wealth Group
Colorado
$355K -$18.2K -148 -5%
AIA
807
Arbor Investment Advisors
North Carolina
$355K -$11.3K -92 -3%
OWP
808
Obermeyer Wealth Partners
Colorado
$353K – – –
PA
809
Procyon Advisors
Connecticut
$353K +$44.2K +359 +14%
SIA
810
Soltis Investment Advisors
Utah
$352K -$24K -195 -6%
DFS
811
Dixon Fnancial Services
California
$349K – – –
BMCM
812
Bryn Mawr Capital Management
Pennsylvania
$348K – – –
FCM
813
Fogel Capital Management
Florida
$348K +$29.7K +245 +9%
SIMG
814
Sonora Investment Management Group
Arizona
$346K – – –
CWP
815
CFM Wealth Partners
Texas
$343K +$65.8K +534 +24%
BWG
816
Balanced Wealth Group
Ohio
$342K +$2.73K +22 +0.8%
FFA
817
Founders Financial Alliance
North Carolina
$340K +$1.23K +10 +0.4%
PWM
818
PBMares Wealth Management
Virginia
$340K -$10.5K -85 -3%
SCA
819
Sage Capital Advisors
South Dakota
$340K +$2.71K +22 +0.8%
OC
820
Oakworth Capital
Alabama
$339K – – –
ST
821
Sentinel Trust
Texas
$339K – – –
BCM
822
Brookstone Capital Management
Illinois
$339K +$12.7K +103 +4%
WPC
823
Wedmont Private Capital
Pennsylvania
$339K – – –
PK
824
Pflug Koory
Nebraska
$338K +$123 +1 +0%
PVI
825
Pine Valley Investments
New Jersey
$337K -$6.9K -56 -2%
31 32
33
34 35