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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 %
TLP
976
Trinity Legacy Partners
Texas
$215K -$28.8K -254 -12%
DCM
977
Dudley Capital Management
Virginia
$215K – – –
CWS
978
Confluence Wealth Services
Pennsylvania
$214K +$214K +1,884 New
BFA
979
Benedict Financial Advisors
Georgia
$213K +$906 +8 +0.4%
SWM
980
Segment Wealth Management
Texas
$213K – – –
CT
981
Colonial Trust
South Carolina
$213K -$248K -2,185 -54%
NLP
982
Next Level Private
New York
$213K +$213K +1,880 New
NGA
983
Naples Global Advisors
Florida
$212K -$11.3K -100 -5%
GD
984
Grandfield & Dodd
New York
$212K – – –
PGWM
985
Parisi Gray Wealth Management
New Jersey
$209K +$209K +1,780 New
AIM
986
Anchor Investment Management
South Carolina
$208K +$113 +1 +0.1%
PFGIA
987
Patriot Financial Group Insurance Agency
Massachusetts
$208K +$208K +1,832 New
SFA
988
Seneca Financial Advisors
New York
$207K -$51.7K -456 -20%
SWA
989
Stratos Wealth Advisors
Ohio
$206K +$206K +1,819 New
CA
990
Calton & Associates
Florida
$206K -$3.17K -28 -2%
SFS
991
Security Financial Services
Indiana
$206K -$15.7K -139 -7%
NAG
992
Northstar Advisory Group
New Jersey
$205K -$2.49K -22 -1%
KA
993
Kovack Advisors
Florida
$205K -$24.1K -213 -11%
CAM
994
Clark Asset Management
New Hampshire
$203K +$203K +1,794 New
LFA
995
Lauterbach Financial Advisors
Texas
$203K – – –
AWA
996
ARQ Wealth Advisors
Arizona
$203K – – –
D
997
Dentgroup
Louisiana
$202K +$1.47K +13 +0.7%
APW
998
Aurora Private Wealth
New Jersey
$201K -$127K -1,120 -39%
RCM
999
Rain Capital Management
Oregon
$201K +$1.47K +13 +0.7%
Empower Advisory Group
1000
Empower Advisory Group
Colorado
$201K -$87.7K -774 -30%
38 39
40
41 42