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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 %
SG
901
StoneX Group
New York
$278K +$739 +6 +0.3%
HWA
902
Heritage Wealth Advisors
Virginia
$278K – – –
IF
903
IRON Financial
Illinois
$278K +$985 +8 +0.4%
AIFAIM
904
American Institute for Advanced Investment Management
Arizona
$278K -$6.16K -50 -2%
ACM
905
Allred Capital Management
Texas
$278K +$615 +5 +0.2%
MAWA
906
Moss Adams Wealth Advisors
Washington
$278K -$1.23K -10 -0.4%
CCT
907
Capital City Trust
Florida
$274K – – –
CMP
908
Courage Miller Partners
Virginia
$272K -$3.33K -27 -1%
CG
909
CFO4Life Group
Texas
$271K – – –
GHAM
910
Gilman Hill Asset Management
Connecticut
$269K -$2.53M -20,545 -90%
AW
911
Avion Wealth
Texas
$269K – – –
BA
912
Bristlecone Advisors
Washington
$269K -$28.2K -229 -10%
LC
913
LCNB Corp
Ohio
$267K +$14.3K +116 +6%
SFP
914
Sterling Financial Planning
New Jersey
$267K – – –
RWM
915
Ritholtz Wealth Management
New York
$266K – – –
UB
916
UMB Bank
Missouri
$265K – – –
SIC
917
Sigma Investment Counselors
Michigan
$265K – – –
ANHIM
918
Alan N. Hoffman Investment Management
Massachusetts
$263K -$53.5K -434 -17%
TW
919
TrinityPoint Wealth
Connecticut
$262K – – –
QC
920
Quent Capital
New York
$261K – – –
FWTB
921
First Western Trust Bank
Colorado
$261K +$261K +2,116 New
GWMIA
922
Global Wealth Management Investment Advisory
Florida
$259K +$58.9K +478 +29%
MWM
923
Melfa Wealth Management
Massachusetts
$259K +$259K +2,100 New
VHAM
924
Van Hulzen Asset Management
California
$257K -$98.4K -800 -28%
AWE
925
Avidian Wealth Enterprises
Texas
$256K +$246 +2 +0.1%
35 36
37
38 39