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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 %
MAG
876
MRA Advisory Group
New Jersey
$281K -$28.2K -249 -9%
CA
877
Cornerstone Advisory
Maryland
$281K -$108K -955 -28%
MRCM
878
M&R Capital Management
New Jersey
$281K – – –
PCFFS
879
Pacific Center for Financial Services
California
$280K +$1.36K +12 +0.5%
CCA
880
Cobblestone Capital Advisors
New York
$280K – – –
SIA
881
Schechter Investment Advisors
Michigan
$280K +$453 +4 +0.2%
SIG
882
Sargent Investment Group
Maryland
$279K – – –
WF
883
WoodTrust Financial
Wisconsin
$279K -$79K -697 -22%
TVAMP
884
Tennessee Valley Asset Management Partners
Tennessee
$277K +$25.8K +228 +10%
KC
885
Kingfisher Capital
North Carolina
$277K +$1.25K +11 +0.5%
WOSD
886
WFA of San Diego
California
$276K -$229K -2,025 -45%
MIM
887
Moseley Investment Management
Florida
$276K – – –
CHA
888
Carmichael Hill & Associates
Maryland
$276K -$29K -256 -10%
FHC
889
First Heartland Consultants
Missouri
$274K -$214K -1,893 -44%
GWS
890
Glassman Wealth Services
Virginia
$273K – – –
NB
891
Northwest Bancshares
Pennsylvania
$273K -$1.7K -15 -0.6%
DWP
892
Daymark Wealth Partners
Ohio
$272K +$39.7K +350 +17%
UBV
893
United Bank (Virginia)
Virginia
$272K – – –
AWM
894
AllSquare Wealth Management
New York
$271K – – –
CWM
895
C2C Wealth Management
Arizona
$270K – – –
BBA
896
BLB&B Advisors
Pennsylvania
$267K +$62.9K +555 +31%
CA
897
Claro Advisors
Massachusetts
$267K -$153K -1,346 -36%
DCM
898
Donaldson Capital Management
Indiana
$265K +$7.82K +69 +3%
ZIM
899
Zacks Investment Management
Illinois
$265K +$265K +2,342 New
SAM
900
Silverhawk Asset Management
Arizona
$265K +$44.4K +392 +20%
34 35
36
37 38