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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 %
CG
901
Clarus Group
Texas
$264K – – –
BTWM
902
Baker Tilly Wealth Management
Wisconsin
$264K – – –
CWM
903
ClientFirst Wealth Management
Arkansas
$263K – – –
ACM
904
Allred Capital Management
Texas
$259K +$453 +4 +0.2%
DWMG
905
DB Wealth Management Group
California
$257K – – –
MAWA
906
Moss Adams Wealth Advisors
Washington
$256K – – –
CWP
907
CFM Wealth Partners
Texas
$255K +$255K +2,250 New
MA
908
Montag & Associates
Georgia
$255K -$267K -2,354 -51%
IF
909
IRON Financial
Illinois
$253K – – –
IFWM
910
Institute for Wealth Management
Colorado
$253K -$22.2K -196 -8%
HBT
911
Hills Bank & Trust
Iowa
$253K -$11.6K -102 -4%
GA
912
GFS Advisors
Texas
$252K – – –
TLFA
913
True Link Financial Advisors
California
$252K -$9.06K -80 -3%
GA
914
Greenspring Advisors
Maryland
$252K -$192K -1,694 -43%
FP
915
Fiduciary Planning
Florida
$251K +$113 +1 +0%
FFA
916
Founders Financial Alliance
North Carolina
$251K -$20.3K -179 -7%
SG
917
StoneX Group
New York
$250K +$36.4K +321 +17%
FWTB
918
First Western Trust Bank
Colorado
$250K -$692K -6,109 -73%
ACM
919
Ategra Capital Management
Virginia
$250K -$21.5K -190 -8%
CG
920
CFO4Life Group
Texas
$249K -$11.3K -100 -4%
AW
921
Avion Wealth
Texas
$246K – – –
SIC
922
Sigma Investment Counselors
Michigan
$246K – – –
HL
923
HeadInvest LLC
Maine
$245K -$10.4K -90 -4%
BFO
924
Biltmore Family Office
North Carolina
$245K -$47.8K -422 -16%
PA
925
Procyon Advisors
Connecticut
$245K – – –
35 36
37
38 39