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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,229 hedge funds and large institutions have $9.37B invested in iShares Select Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 330 increasing their positions, 471 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,229
Holders Change
+82
Holders Change %
+7.15%
% of All Funds
18.02%
Holding in Top 10
34
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.56%
% of All Funds
0.5%
New
145
Increased
330
Reduced
471
Closed
49
Calls
$46.5M
Puts
$28.8M
Net Calls
+$17.7M
Net Calls Change
-$23.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$802M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$67.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$46.1M
4
HI
Horizon Investments
North Carolina
+$40.5M
5
MHI
Miller Howard Investments
New York
+$24.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$138M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$69.4M
3
Wells Fargo
Wells Fargo
California
-$45.8M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$41.7M
5
Osaic Holdings
Osaic Holdings
Arizona
-$37.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
926
Augustine Asset Management
Florida
$257K +$5.98K +51 +2%
G
927
Gainplan
Michigan
$257K -$140K -1,192 -35%
MCC
928
Money Concepts Capital
Florida
$255K +$11.1K +95 +5%
AW
929
Avion Wealth
Texas
$255K – – –
ACM
930
Advisors Capital Management
New Jersey
$254K +$254K +2,165 New
SFP
931
Sterling Financial Planning
New Jersey
$254K +$1.64K +14 +0.7%
RWM
932
Ritholtz Wealth Management
New York
$253K – – –
SIC
933
Sigma Investment Counselors
Michigan
$252K -$117 -1 -0%
UB
934
UMB Bank
Missouri
$252K – – –
GC
935
Guggenheim Capital
Illinois
$252K -$34.7K -296 -12%
IA
936
Insight Advisors
Pennsylvania
$251K +$1.88K +16 +0.8%
OMC
937
Old Mission Capital
Illinois
$250K +$250K +2,135 New
TW
938
TrinityPoint Wealth
Connecticut
$250K – – –
QC
939
Quent Capital
New York
$249K – – –
GC
940
Gratus Capital
Georgia
$246K +$13.8K +118 +6%
AFA
941
American Financial Advisors
Georgia
$245K – – –
SVWG
942
Shared Vision Wealth Group
United States
$245K +$245K +2,090 New
AWE
943
Avidian Wealth Enterprises
Texas
$243K +$938 +8 +0.4%
APA
944
Astoria Portfolio Advisors
New York
$242K -$67.2K -591 -22%
BTI
945
Blue Trust Inc
Georgia
$242K -$447K -4,151 -65%
PSB
946
Piscataqua Savings Bank
New Hampshire
$241K – – –
MWA
947
Midland Wealth Advisors
Illinois
$241K +$241K +2,058 New
MSAM
948
Moloney Securities Asset Management
Missouri
$241K -$1.64K -14 -0.7%
SFG
949
SNS Financial Group
Minnesota
$241K +$2.46K +21 +1%
FAB
950
First American Bank
Illinois
$240K – – –
36 37
38
39 40