DVY icon

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 %
CIG
1001
Cairn Investment Group
Washington
$215K – – –
WSFS
1002
Wilmington Savings Fund Society
Delaware
$215K +$215K +1,743 New
MIM
1003
Moseley Investment Management
Florida
$214K – – –
CAM
1004
Crestone Asset Management
Colorado
$214K – – –
LWM
1005
LJI Wealth Management
Indiana
$214K – – –
H
1006
HoyleCohen
California
$214K +$246 +2 +0.1%
CTA
1007
Colonial Trust Advisors
South Carolina
$214K -$370 -3 -0.2%
D
1008
Dentgroup
Louisiana
$212K +$1.73K +14 +0.8%
MMPW
1009
Mitchell McLeod Pugh & Williams
Alabama
$212K +$212K +1,721 New
CPP
1010
Capasso Planning Partners
South Carolina
$212K +$212K +1,721 New
NAG
1011
Northstar Advisory Group
New Jersey
$211K +$211K +1,705 New
NSAM
1012
North Star Asset Management
Wisconsin
$211K – – –
RZH
1013
Relyea Zuckerberg Hanson
Connecticut
$210K +$123 +1 +0.1%
WFAG
1014
Worth Financial Advisory Group
North Carolina
$210K +$210K +1,708 New
DDC
1015
DF Dent & Co
Maryland
$210K +$210K +1,705 New
RA
1016
Rise Advisors
New York
$210K +$985 +8 +0.5%
WAS
1017
Wealth Advisory Solutions
Indiana
$209K +$209K +1,694 New
TIA
1018
Traphagen Investment Advisors
New Jersey
$208K -$28.1K -228 -12%
MOS
1019
MGO One Seven
Ohio
$208K +$208K +1,686 New
CWM
1020
Chemistry Wealth Management
New York
$208K -$3.08K -25 -1%
HFS
1021
Heritage Financial Services
Massachusetts
$207K +$207K +1,680 New
CA
1022
Carson Advisory
Georgia
$207K +$207K +1,679 New
FF
1023
Francis Financial
$206K +$206K +1,675 New
PWW
1024
Pettyjohn Wood & White
Virginia
$206K +$206K +1,675 New
ACIM
1025
Azimuth Capital Investment Management
Michigan
$205K -$24.8K -201 -11%
39 40
41
42 43