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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 %
NB
951
NBT Bank
New York
$246K – – –
PFBT
952
Parkside Financial Bank & Trust
Missouri
$244K +$196K +1,594 +409%
AWAG
953
ARS Wealth Advisors Group
Florida
$244K +$244K +1,977 New
SC
954
Sepio Capital
Utah
$243K – – –
SCA
955
Stillwater Capital Advisors
Pennsylvania
$243K – – –
DWM
956
Denver Wealth Management
Colorado
$242K -$227K -1,843 -48%
SWM
957
Sterling Wealth Management
Illinois
$242K – – –
LA
958
Latitude Advisors
Florida
$240K -$180K -1,463 -43%
IGWM
959
ICA Group Wealth Management
Colorado
$240K – – –
GWP
960
Gateway Wealth Partners
Wisconsin
$240K +$123 +1 +0.1%
CWM
961
Cedar Wealth Management
California
$239K – – –
CA
962
Calton & Associates
Florida
$239K +$370 +3 +0.2%
ZIM
963
Zacks Investment Management
Illinois
$238K +$246 +2 +0.1%
CCA
964
Cora Capital Advisors
New Jersey
$238K – – –
LA
965
Legacy Advisors
Pennsylvania
$237K – – –
TB
966
Treynor Bancshares
Iowa
$236K -$5.3K -43 -2%
IFA
967
Interactive Financial Advisors
Illinois
$233K -$703K -5,705 -75%
DCM
968
Dudley Capital Management
Virginia
$232K – – –
NLP
969
Next Level Private
New York
$232K – – –
SWM
970
Segment Wealth Management
Texas
$231K – – –
CT
971
Colonial Trust
South Carolina
$231K – – –
SR
972
Syntax Research
Florida
$231K +$739 +6 +0.3%
NGA
973
Naples Global Advisors
Florida
$231K – – –
HL
974
HeadInvest LLC
Maine
$230K – – –
KA
975
Kovack Advisors
Florida
$230K +$230K +1,864 New
37 38
39
40 41