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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 %
CICC
976
Capital Investment Counsel (Colorado)
Colorado
$228K +$228K +1,851 New
RIL
977
Rothschild Investment LLC
Illinois
$227K – – –
SIAM
978
Sterling Investment Advisors (Missouri)
Missouri
$226K +$226K +1,832 New
AFA
979
American Financial Advisors
Georgia
$225K -$32.9K -267 -13%
MFG
980
Merit Financial Group
Georgia
$225K -$7.52K -62 -3%
AI
981
Accredited Investors
Minnesota
$225K +$225K +1,824 New
KAS
982
KPP Advisory Services
Kentucky
$225K +$2.83K +23 +1%
9WM
983
9258 Wealth Management
Ohio
$223K -$18.5K -150 -8%
BFA
984
Benedict Financial Advisors
Georgia
$223K -$9.73K -79 -4%
SWM
985
Soundmark Wealth Management
Washington
$222K +$370 +3 +0.2%
Chevy Chase Trust
986
Chevy Chase Trust
Maryland
$220K -$10.5K -85 -5%
LFA
987
Lauterbach Financial Advisors
Texas
$220K – – –
IFWM
988
Institute for Wealth Management
Colorado
$219K -$21.3K -173 -9%
Fisher Asset Management
989
Fisher Asset Management
Washington
$219K -$288K -2,339 -57%
TPA
990
Trivium Point Advisory
Connecticut
$219K -$7.88K -64 -3%
M
991
MOTCO
Texas
$219K +$5.05K +41 +2%
AAS
992
Annex Advisory Services
Wisconsin
$218K +$7.39K +60 +4%
GPW
993
Gray Private Wealth
Massachusetts
$218K +$218K +1,768 New
AIM
994
Anchor Investment Management
South Carolina
$218K +$246 +2 +0.1%
CCM
995
Carderock Capital Management
Maryland
$218K – – –
OCM
996
Objective Capital Management
Ohio
$217K – – –
VC
997
Vicus Capital
Pennsylvania
$216K +$1.11K +9 +0.5%
TTWM
998
TCV Trust & Wealth Management
Virginia
$216K -$2.09K -17 -1%
UB
999
Umpqua Bank
Oregon
$216K +$216K +1,750 New
S
1000
SignatureFD
Georgia
$215K +$13.6K +110 +7%
38 39
40
41 42