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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 %
UAS
1026
United Asset Strategies
New York
$205K +$205K +1,665 New
MCM
1027
Morton Capital Management
California
$202K -$11.5K -93 -5%
COCM
1028
Charter Oak Capital Management
New Hampshire
$201K +$201K +1,634 New
PIA
1029
Perennial Investment Advisors
California
$201K +$201K +1,629 New
PFA
1030
Pettinga Financial Advisors
Indiana
$200K -$12.3K -100 -6%
AWM
1031
Angeles Wealth Management
California
$197K – – –
CICI
1032
Capital Investment Counsel Inc
North Carolina
$197K – – –
DJSG
1033
D.J. St. Germain
Massachusetts
$195K – – –
HWP
1034
Highline Wealth Partners
California
$184K – – –
AA
1035
Ancora Advisors
Ohio
$182K – – –
SOS
1036
Silver Oak Securities
Tennessee
$180K +$180K +1,462 New
ACA
1037
American Capital Advisory
Idaho
$178K +$131K +1,120 +279%
MFT
1038
Moisand Fitzgerald Tamayo
Florida
$172K – – –
EW
1039
Element Wealth
Mississippi
$172K +$12.6K +102 +8%
KFI
1040
Key Financial Inc
Pennsylvania
$166K +$66.1K +537 +66%
ATC
1041
Adirondack Trust Company
New York
$160K – – –
CWM
1042
Cranbrook Wealth Management
Michigan
$158K – – –
NL
1043
NVWM LLC
Pennsylvania
$156K – – –
HIIFS
1044
Harel Insurance Investments & Financial Services
Israel
$156K +$38.1K +310 +32%
LI
1045
LRI Investments
Florida
$155K +$155K +1,255 New
FFC
1046
First Financial Corp
Indiana
$155K – – –
CWP
1047
Concord Wealth Partners
Virginia
$154K +$1.23K +10 +0.8%
WCM
1048
Weaver Capital Management
Georgia
$154K +$154K +1,247 New
SA
1049
SRH Advisors
Kansas
$152K – – –
AF
1050
Advisornet Financial
Minnesota
$152K -$1.42M -11,538 -90%
40 41
42
43 44