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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 %
DSN
851
D. Scott Neal
Kentucky
$302K – – –
CMP
852
Courage Miller Partners
Virginia
$302K -$1.02K -9 -0.3%
BC
853
Barrett & Company
Rhode Island
$300K +$1.36K +12 +0.5%
OCM
854
Orleans Capital Management
Louisiana
$300K – – –
NC
855
NewSquare Capital
Pennsylvania
$300K – – –
LCM
856
LVM Capital Management
Michigan
$300K -$14.4K -127 -5%
GCM
857
Gallacher Capital Management
Colorado
$300K – – –
BP
858
BBR Partners
New York
$299K +$31.5K +278 +12%
PSF
859
Pacific Sun Financial
California
$298K +$298K +2,542 New
ATC
860
Adirondack Trust Company
New York
$296K – – –
PK
861
Pflug Koory
Nebraska
$296K +$2.95K +26 +1%
G
862
Gainplan
Michigan
$295K +$78.1K +689 +36%
VC
863
Vicus Capital
Pennsylvania
$295K +$793 +7 +0.3%
IFA
864
Interactive Financial Advisors
Illinois
$295K -$19.1K -169 -6%
PVI
865
Pine Valley Investments
New Jersey
$292K -$7.48K -66 -2%
OP
866
ORG Partners
Indiana
$292K +$292K +2,569 New
ANHIM
867
Alan N. Hoffman Investment Management
Massachusetts
$291K -$22.7K -200 -7%
AM
868
AGF Management
Ontario, Canada
$286K -$10.2K -90 -3%
MLA
869
My Legacy Advisors
Oregon
$284K -$11.3K -97 -4%
MCC
870
Money Concepts Capital
Florida
$284K -$2.44M -21,512 -90%
FOFP
871
Fee-Only Financial Planning
South Carolina
$283K -$64K -565 -18%
IIC
872
Ironwood Investment Counsel
Arizona
$283K -$29.5K -260 -9%
MCM
873
Mengis Capital Management
Oregon
$283K – – –
RT
874
Rockland Trust
Massachusetts
$283K -$5.89K -52 -2%
HNWA
875
Henrickson Nauta Wealth Advisors
Michigan
$281K – – –
33 34
35
36 37