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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 %
NIC
951
Northwest Investment Counselors
Oregon
$227K -$4.19K -37 -2%
NIM
952
Northeast Investment Management
Massachusetts
$227K -$10.2K -90 -4%
CA
953
Carson Advisory
Georgia
$227K -$2.27K -20 -1%
BAM
954
Bosun Asset Management
Illinois
$227K – – –
RSC
955
Red Spruce Capital
Pennsylvania
$227K – – –
PG
956
Patten Group
Tennessee
$226K -$7.37K -65 -3%
GWM
957
Gitterman Wealth Management
New Jersey
$225K -$28.3K -250 -11%
SAMT
958
Select Asset Management & Trust
Pennsylvania
$224K -$2.67M -23,562 -92%
SC
959
Sepio Capital
Utah
$224K – – –
GFA
960
Gallagher Fiduciary Advisors
Illinois
$223K -$318K -2,807 -59%
SCA
961
Stillwater Capital Advisors
Pennsylvania
$223K – – –
VCM
962
Vision Capital Management
Oregon
$222K -$6.57K -58 -3%
9WM
963
9258 Wealth Management
Ohio
$222K – – –
IGWM
964
ICA Group Wealth Management
Colorado
$222K – – –
SWA
965
SFMG Wealth Advisors
Texas
$221K +$27K +238 +14%
IF
966
Intrua Financial
Texas
$221K -$35.2K -311 -14%
TT
967
TI-Trust
Illinois
$221K – – –
CWM
968
Cedar Wealth Management
California
$220K – – –
OCM
969
One Capital Management
California
$220K -$34.1K -301 -13%
CCA
970
Cora Capital Advisors
New Jersey
$219K – – –
HIIFS
971
Harel Insurance Investments & Financial Services
Israel
$219K +$72.5K +640 +49%
Chevy Chase Trust
972
Chevy Chase Trust
Maryland
$219K -$40.8K -360 -16%
TTWM
973
TCV Trust & Wealth Management
Virginia
$218K +$11K +97 +5%
ACIM
974
Azimuth Capital Investment Management
Michigan
$217K – – –
SW
975
SlateStone Wealth
Florida
$216K +$216K +1,910 New
37 38
39
40 41