DVY icon

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 %
FRA
1026
Front Row Advisors
California
$134K – – –
VWM
1027
Valley Wealth Managers
New Jersey
$133K – – –
BLC
1028
Brown, Lisle/Cummings
Rhode Island
$132K – – –
CB
1029
CNB Bank
Pennsylvania
$125K – – –
TIM
1030
Tortoise Investment Management
New York
$124K – – –
AA
1031
AlphaMark Advisors
Kentucky
$124K -$8.49K -75 -6%
RDFA
1032
Ritter Daniher Financial Advisory
Ohio
$121K – – –
MIH
1033
Meitav Investment House
Israel
$121K +$121K +1,073 New
IF
1034
Integrity Financial
Wyoming
$119K -$17K -150 -13%
VAG
1035
VisionPoint Advisory Group
Texas
$119K +$119K +1,050 New
CSWM
1036
Cassady Schiller Wealth Management
Ohio
$116K – – –
WP
1037
WealthShield Partners
North Carolina
$115K +$906 +8 +0.8%
IRAG
1038
Investment Research & Advisory Group
Georgia
$113K – – –
DF
1039
Dunhill Financial
United Kingdom
$112K +$112K +1,008 New
MTIC
1040
Missouri Trust & Investment Company
Missouri
$110K – – –
EW
1041
Element Wealth
Mississippi
$110K +$15.5K +137 +16%
FWM
1042
Focused Wealth Management
New York
$109K +$340 +3 +0.3%
HDIM
1043
Hanson & Doremus Investment Management
Vermont
$106K – – –
TFP
1044
Tilia Fiduciary Partners
North Carolina
$106K +$1.47K +13 +1%
GI
1045
Gradient Investments
Minnesota
$105K -$23.2K -205 -18%
OSNBOA
1046
Old Second National Bank of Aurora
Illinois
$104K +$1.7K +15 +2%
GWM
1047
Grand Wealth Management
Michigan
$102K – – –
GFPC
1048
Global Financial Private Client
Florida
$99.2K – – –
SFCL
1049
Strengthening Families & Communities LLC
Massachusetts
$98K +$682 +6 +0.7%
PIAS
1050
PCA Investment Advisory Services
Ohio
$97.6K +$97.6K +861 New
40 41
42
43 44