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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 %
KC
876
Kingfisher Capital
North Carolina
$305K +$739 +6 +0.2%
AWM
877
AllSquare Wealth Management
New York
$305K – – –
ERWM
878
Elk River Wealth Management
Colorado
$304K -$226K -1,834 -43%
PCFFS
879
Pacific Center for Financial Services
California
$304K +$1.72K +14 +0.6%
BTWM
880
Baker Tilly Wealth Management
Wisconsin
$303K – – –
WCF
881
West Coast Financial
California
$303K -$26.5K -215 -8%
IIC
882
Ironwood Investment Counsel
Arizona
$301K – – –
AFS
883
Access Financial Services
Minnesota
$299K -$2.09M -16,957 -87%
RB
884
Rodgers Brothers
Pennsylvania
$298K +$298K +2,422 New
NB
885
Northwest Bancshares
Pennsylvania
$297K – – –
SIA
886
Schechter Investment Advisors
Michigan
$296K – – –
UBV
887
United Bank (Virginia)
Virginia
$296K – – –
HBT
888
Hills Bank & Trust
Iowa
$295K +$21.4K +174 +8%
CHA
889
Carmichael Hill & Associates
Maryland
$294K -$7.39K -60 -2%
AFTS
890
American Financial & Tax Strategies
New York
$291K – – –
MCC
891
Money Concepts Capital
Florida
$291K +$22.9K +186 +9%
EL
892
EMFO LLC
Florida
$289K -$70.7K -574 -20%
BWA
893
BlueChip Wealth Advisors
Georgia
$288K +$288K +2,342 New
CG
894
Clarus Group
Texas
$287K – – –
ACP
895
Aveo Capital Partners
Colorado
$285K -$97.1K -801 -25%
CWM
896
Castle Wealth Management
Florida
$283K – – –
JSW
897
Journey Strategic Wealth
New Jersey
$281K -$24.6K -200 -8%
AGWCA
898
Annis Gardner Whiting Capital Advisors
Florida
$281K +$493 +4 +0.2%
Financial Engines Advisors
899
Financial Engines Advisors
California
$280K -$160K -1,298 -36%
OCM
900
One Capital Management
California
$280K +$280K +2,273 New
34 35
36
37 38