DVY icon

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 %
G
851
Gainplan
Michigan
$325K +$54.6K +443 +20%
BC
852
Barrett & Company
Rhode Island
$324K +$1.72K +14 +0.5%
DWP
853
Daymark Wealth Partners
Ohio
$321K – – –
Neuberger Berman Group
854
Neuberger Berman Group
New York
$320K -$30.8K -250 -9%
MG
855
Mather Group
Illinois
$320K -$24K -205 -7%
CWM
856
Calamos Wealth Management
Illinois
$319K – – –
BBA
857
BLB&B Advisors
Pennsylvania
$318K +$318K +2,581 New
OMC
858
Old Mission Capital
Illinois
$317K +$54.3K +441 +21%
RWB
859
RMR Wealth Builders
New Jersey
$317K +$317K +2,573 New
GWS
860
Glassman Wealth Services
Virginia
$316K +$246 +2 +0.1%
SFWC
861
Strategic Family Wealth Counselors
New Jersey
$316K -$84K -682 -21%
MCM
862
Mengis Capital Management
Oregon
$314K +$6.16K +50 +2%
FHC
863
First Heartland Consultants
Missouri
$314K +$39.7K +322 +14%
MAM
864
Mystic Asset Management
Rhode Island
$313K -$2.22K -18 -0.7%
FPW
865
Flagship Private Wealth
Massachusetts
$313K -$49.5K -402 -14%
CSIC
866
Clifford Swan Investment Counsel
California
$312K – – –
PMFA
867
Plante Moran Financial Advisors
Michigan
$311K – – –
PSF
868
Pacific Sun Financial
California
$309K -$2.46K -20 -0.8%
MAM
869
Marquette Asset Management
Minnesota
$309K – – –
CIAS
870
Capital Investment Advisory Services
North Carolina
$308K -$75.8K -615 -20%
CWM
871
C2C Wealth Management
Arizona
$308K -$19.7K -160 -6%
MLA
872
My Legacy Advisors
Oregon
$306K +$4.8K +39 +2%
MAG
873
MRA Advisory Group
New Jersey
$306K – – –
CA
874
Cornerstone Advisory
Maryland
$306K – – –
LA
875
Lane & Associates
New Jersey
$305K +$493 +4 +0.2%
33 34
35
36 37