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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 %
SFP
926
Sterling Financial Planning
New Jersey
$244K +$453 +4 +0.2%
UB
927
UMB Bank
Missouri
$244K – – –
DAC
928
Dividend Assets Capital
South Carolina
$243K -$6.69K -59 -3%
AAM
929
Augustine Asset Management
Florida
$243K +$1.81K +16 +0.8%
RA
930
Rise Advisors
New York
$243K -$12K -106 -5%
TW
931
TrinityPoint Wealth
Connecticut
$241K -$5.67K -50 -2%
IA
932
Insight Advisors
Pennsylvania
$241K +$453 +4 +0.2%
QC
933
Quent Capital
New York
$240K – – –
FT
934
Fiduciary Trust
Massachusetts
$240K +$30.1K +266 +14%
PBO
935
Peoples Bank (Ohio)
Ohio
$238K -$305K -2,690 -56%
CAI
936
Capital Advisors Inc
Oklahoma
$238K +$340 +3 +0.1%
AFA
937
American Financial Advisors
Georgia
$237K -$10.9K -96 -4%
VWA
938
V Wealth Advisors
Kansas
$235K +$340 +3 +0.1%
AWE
939
Avidian Wealth Enterprises
Texas
$234K -$311K -2,746 -57%
PSB
940
Piscataqua Savings Bank
New Hampshire
$233K – – –
FAB
941
First American Bank
Illinois
$232K – – –
CIBC Asset Management
942
CIBC Asset Management
Ontario, Canada
$232K – – –
LC
943
LCNB Corp
Ohio
$232K – – –
VDI
944
Vaughan David Investments
Illinois
$232K +$232K +2,050 New
SCA
945
STALEY CAPITAL ADVISERS
Pennsylvania
$231K – – –
SFG
946
SNS Financial Group
Minnesota
$231K -$24.9K -220 -10%
CI
947
Chartist Inc
California
$230K -$4.65K -41 -2%
MWPCG
948
Measured Wealth Private Client Group
New Hampshire
$230K – – –
MSAM
949
Moloney Securities Asset Management
Missouri
$228K -$8.38K -74 -4%
DJSG
950
D.J. St. Germain
Massachusetts
$227K +$227K +2,005 New
36 37
38
39 40