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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 %
WCF
826
West Coast Financial
California
$325K -$33.5K -296 -9%
RPWA
827
Regent Peak Wealth Advisors
Georgia
$325K +$47.5K +419 +17%
MAM
828
Mystic Asset Management
Rhode Island
$324K +$2.27K +20 +0.7%
OC
829
Oakworth Capital
Alabama
$323K – – –
FFBTD
830
First Financial Bank - Trust Division
Ohio
$323K – – –
TWM
831
Thrive Wealth Management
Pennsylvania
$323K -$125K -1,102 -28%
HWA
832
Heritage Wealth Advisors
Virginia
$322K – – –
BA
833
Bristlecone Advisors
Washington
$322K -$142K -1,254 -31%
DFS
834
Dixon Fnancial Services
California
$321K +$2.83K +25 +0.9%
SIMG
835
Sonora Investment Management Group
Arizona
$318K +$31.7K +280 +11%
CBT
836
CoreFirst Bank & Trust
Kansas
$317K -$17K -150 -5%
OPOWM
837
One Plus One Wealth Management
Florida
$314K – – –
SWM
838
Silverlake Wealth Management
Vermont
$313K – – –
ST
839
Sentinel Trust
Texas
$312K – – –
NB
840
Nicolet Bankshares
Wisconsin
$311K – – –
WIC
841
Woodmont Investment Counsel
Tennessee
$307K -$1.7K -15 -0.6%
HZ
842
Hixon Zuercher
Ohio
$307K – – –
CWM
843
Connecticut Wealth Management
Connecticut
$306K – – –
SNBOSCI
844
Security National Bank of Sioux City Iowa
Iowa
$305K +$305K +2,696 New
RB
845
Renasant Bank
Mississippi
$305K – – –
AIFAIM
846
American Institute for Advanced Investment Management
Arizona
$305K +$305K +2,692 New
DLHL
847
Donald L. Hagan LLC
Florida
$303K -$306K -2,700 -50%
SCA
848
Sage Capital Advisors
South Dakota
$302K +$2.15K +19 +0.7%
PCA
849
Providence Capital Advisors
North Carolina
$302K +$1.59K +14 +0.5%
NWA
850
Navis Wealth Advisors
New York
$302K – – –
32 33
34
35 36