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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,229 hedge funds and large institutions have $9.37B invested in iShares Select Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 330 increasing their positions, 471 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,229
Holders Change
+82
Holders Change %
+7.15%
% of All Funds
18.02%
Holding in Top 10
34
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.56%
% of All Funds
0.5%
New
145
Increased
330
Reduced
471
Closed
49
Calls
$46.5M
Puts
$28.8M
Net Calls
+$17.7M
Net Calls Change
-$23.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$802M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$67.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$46.1M
4
HI
Horizon Investments
North Carolina
+$40.5M
5
MHI
Miller Howard Investments
New York
+$24.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$138M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$69.4M
3
Wells Fargo
Wells Fargo
California
-$45.8M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$41.7M
5
Osaic Holdings
Osaic Holdings
Arizona
-$37.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIC
851
Woodmont Investment Counsel
Tennessee
$318K – – –
CWM
852
Connecticut Wealth Management
Connecticut
$317K – – –
HFS
853
Hantz Financial Services
Michigan
$316K -$12.3K -105 -4%
RB
854
Renasant Bank
Mississippi
$316K – – –
KWAG
855
Kiely Wealth Advisory Group
North Carolina
$315K +$315K +2,693 New
TI
856
Trexquant Investment
Connecticut
$313K -$606K -5,166 -66%
CWM
857
C2C Wealth Management
Arizona
$313K +$36.4K +309 +13%
WCF
858
West Coast Financial
California
$313K – – –
NWA
859
Navis Wealth Advisors
New York
$313K +$234 +2 +0.1%
DLHL
860
Donald L. Hagan LLC
Florida
$313K – – –
FFBTD
861
First Financial Bank - Trust Division
Ohio
$312K -$21.9K -187 -7%
CTWM
862
Cherry Tree Wealth Management
Minnesota
$312K – – –
SNBOSCI
863
Security National Bank of Sioux City Iowa
Iowa
$311K -$4.81K -41 -2%
OCM
864
Orleans Capital Management
Louisiana
$311K – – –
BCM
865
Brookstone Capital Management
Illinois
$310K -$11K -94 -3%
BC
866
Barrett & Company
Rhode Island
$307K -$4.34K -37 -1%
DWP
867
Daymark Wealth Partners
Ohio
$305K +$29.8K +254 +11%
CWM
868
Calamos Wealth Management
Illinois
$304K – – –
CW
869
CreativeOne Wealth
Kansas
$303K +$3.05K +26 +1%
ANHIM
870
Alan N. Hoffman Investment Management
Massachusetts
$301K – – –
WF
871
WoodTrust Financial
Wisconsin
$301K +$12.5K +107 +4%
GWS
872
Glassman Wealth Services
Virginia
$301K +$18.1K +154 +6%
MAM
873
Mystic Asset Management
Rhode Island
$300K -$33.4K -285 -10%
MWM
874
Mattern Wealth Management
Kansas
$299K – – –
FCM
875
Fogel Capital Management
Florida
$299K +$299K +2,625 New
33 34
35
36 37