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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 %
CWM
1051
Compass Wealth Management
Connecticut
$95.7K – – –
BCA
1052
Bray Capital Advisors
Florida
$94.8K – – –
Charles Schwab
1053
Charles Schwab
California
$94.2K -$139K -73,363 -60%
CFD
1054
Creative Financial Designs
Indiana
$94.1K +$6.12K +54 +7%
BCV
1055
Banque Cantonale Vaudoise
Switzerland
$94K -$2.6K -23 -3%
GIA
1056
GHP Investment Advisors
Colorado
$91.9K +$14.9K +129 +19%
KFI
1057
Key Financial Inc
Pennsylvania
$91.9K -$7.03K -62 -7%
CTB
1058
Country Trust Bank
Illinois
$88.9K -$104K -920 -54%
Schroder Investment Management Group
1059
Schroder Investment Management Group
United Kingdom
$87.2K – – –
MG
1060
MilWealth Group
Wisconsin
$86.7K – – –
DI
1061
Disciplined Investments
Oklahoma
$77.5K +$340 +3 +0.4%
FFA
1062
Fairfield Financial Advisors
Massachusetts
$76.4K +$453 +4 +0.6%
ANBT
1063
American National Bank & Trust
Texas
$76K – – –
LWA
1064
Lowe Wealth Advisors
Maryland
$75.6K – – –
HS
1065
Horan Securities
United States
$73.9K +$566 +5 +0.8%
MA
1066
MCF Advisors
Kentucky
$73.8K – – –
PAI
1067
Pittenger & Anderson Inc
Nebraska
$73.6K – – –
WOC
1068
West Oak Capital
California
$73.6K – – –
NSG
1069
Nalls Sherbakoff Group
Tennessee
$72.2K – – –
FMTCOCP
1070
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$71K – – –
KTC
1071
Kistler-Tiffany Companies
Pennsylvania
$70.9K – – –
CB
1072
Community Bank
New York
$68K – – –
WT
1073
Washington Trust
Rhode Island
$64.6K – – –
CT
1074
Clearstead Trust
Maine
$63.4K – – –
EWM
1075
Endurance Wealth Management
Rhode Island
$63K – – –
41 42
43
44 45