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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 %
BIM
926
Breakwater Investment Management
Washington
$255K +$255K +2,072 New
RT
927
Rockland Trust
Massachusetts
$254K -$47.3K -384 -16%
PSB
928
Piscataqua Savings Bank
New Hampshire
$254K – – –
MSAM
929
Moloney Securities Asset Management
Missouri
$253K +$123 +1 +0%
HZ
930
Hixon Zuercher
Ohio
$253K +$6.53K +53 +3%
IA
931
Insight Advisors
Pennsylvania
$253K -$10.7K -87 -4%
AAM
932
Augustine Asset Management
Florida
$253K -$17.1K -139 -6%
BTI
933
Blue Trust Inc
Georgia
$253K -$24K -195 -9%
FAB
934
First American Bank
Illinois
$253K – – –
CIBC Asset Management
935
CIBC Asset Management
Ontario, Canada
$253K – – –
NIM
936
Northeast Investment Management
Massachusetts
$252K – – –
SFG
937
SNS Financial Group
Minnesota
$252K -$1.6K -13 -0.6%
SCA
938
STALEY CAPITAL ADVISERS
Pennsylvania
$251K – – –
GA
939
Greytown Advisors
Florida
$251K +$251K +2,040 New
FFBTD
940
First Financial Bank - Trust Division
Ohio
$251K -$77.4K -628 -24%
FFA
941
First Foundation Advisors
California
$250K – – –
CAI
942
Capital Advisors Inc
Oklahoma
$249K +$6.65K +54 +3%
BFO
943
Biltmore Family Office
North Carolina
$249K – – –
NIC
944
Northwest Investment Counselors
Oregon
$249K +$739 +6 +0.3%
WPC
945
Waters Parkerson & Co
Louisiana
$248K +$17.5K +142 +8%
HNWA
946
Henrickson Nauta Wealth Advisors
Michigan
$247K -$29.3K -245 -11%
PWA
947
Provenance Wealth Advisors
Florida
$247K +$72.8K +591 +42%
MWPCG
948
Measured Wealth Private Client Group
New Hampshire
$247K – – –
GP
949
Gridiron Partners
Pennsylvania
$246K – – –
BAM
950
Bosun Asset Management
Illinois
$246K – – –
36 37
38
39 40