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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 %
CI
976
Chartist Inc
California
$227K – – –
CA
977
Calton & Associates
Florida
$227K +$227K +1,936 New
CCA
978
Cora Capital Advisors
New Jersey
$227K – – –
ZIM
979
Zacks Investment Management
Illinois
$227K -$47.8K -408 -17%
OFS
980
Oldfather Financial Services
Nebraska
$226K – – –
GCM
981
Gallacher Capital Management
Colorado
$226K +$226K +1,924 New
LA
982
Legacy Advisors
Pennsylvania
$226K – – –
TIA
983
Traphagen Investment Advisors
New Jersey
$225K +$225K +1,921 New
MFG
984
Merit Financial Group
Georgia
$225K +$225K +1,915 New
DCM
985
Dudley Capital Management
Virginia
$223K – – –
BFA
986
Benedict Financial Advisors
Georgia
$221K +$2.93K +25 +1%
NLP
987
Next Level Private
New York
$220K +$220K +1,881 New
SWM
988
Segment Wealth Management
Texas
$220K – – –
CT
989
Colonial Trust
South Carolina
$220K – – –
Chevy Chase Trust
990
Chevy Chase Trust
Maryland
$220K -$4.69K -40 -2%
NGA
991
Naples Global Advisors
Florida
$220K – – –
SR
992
Syntax Research
Florida
$219K +$469 +4 +0.2%
HL
993
HeadInvest LLC
Maine
$219K -$29.3K -250 -12%
WPC
994
Waters Parkerson & Co
Louisiana
$219K +$219K +1,868 New
ACIM
995
Azimuth Capital Investment Management
Michigan
$219K -$5.86K -50 -3%
SW
996
SlateStone Wealth
Florida
$218K +$218K +1,858 New
SFA
997
Seneca Financial Advisors
New York
$217K +$217K +1,851 New
TPA
998
Trivium Point Advisory
Connecticut
$216K +$216K +1,842 New
RIL
999
Rothschild Investment LLC
Illinois
$216K +$216K +1,840 New
DTC
1000
Davidson Trust Company
Washington
$213K +$213K +1,818 New
38 39
40
41 42