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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 %
CTA
1001
Colonial Trust Advisors
South Carolina
$197K -$3.4K -30 -2%
M
1002
MOTCO
Texas
$196K – – –
CA
1003
Crewe Advisors
Utah
$185K -$10.9K -96 -6%
AWM
1004
Angeles Wealth Management
California
$181K – – –
RG
1005
Retirement Group
California
$171K +$15K +132 +10%
AC
1006
Asio Capital
Kentucky
$170K – – –
EWM
1007
EPG Wealth Management
Georgia
$170K -$35.9K -317 -17%
HWP
1008
Highline Wealth Partners
California
$169K – – –
AA
1009
Ancora Advisors
Ohio
$167K – – –
S
1010
SignatureFD
Georgia
$162K +$20.4K +180 +14%
GWMIA
1011
Global Wealth Management Investment Advisory
Florida
$161K +$161K +1,423 New
QCG
1012
Quadrant Capital Group
Ohio
$160K – – –
MFT
1013
Moisand Fitzgerald Tamayo
Florida
$159K – – –
MPCG
1014
Matrix Private Capital Group
New York
$158K – – –
TH
1015
TCTC Holdings
Texas
$149K – – –
BWP
1016
Baldwin Wealth Partners
Massachusetts
$147K -$36.3K -320 -20%
CWM
1017
Cranbrook Wealth Management
Michigan
$145K – – –
SA
1018
SRH Advisors
Kansas
$144K – – –
WPWM
1019
Western Pacific Wealth Management
Illinois
$144K +$1.13K +10 +0.8%
NL
1020
NVWM LLC
Pennsylvania
$144K – – –
FFC
1021
First Financial Corp
Indiana
$142K -$22.7K -200 -14%
CWP
1022
Concord Wealth Partners
Virginia
$137K +$1.02K +9 +0.7%
FA
1023
Fiduciary Alliance
South Carolina
$137K +$137K +1,206 New
GJIA
1024
Glass Jacobson Investment Advisors
Maryland
$136K +$136K +1,201 New
RTC
1025
Riverview Trust Company
Washington
$136K – – –
39 40
41
42 43