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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 %
AFS
1051
Annapolis Financial Services
Maryland
$148K – – –
EWM
1052
EPG Wealth Management
Georgia
$147K +$863 +7 +0.6%
RTC
1053
Riverview Trust Company
Washington
$147K +$147K +1,196 New
FRA
1054
Front Row Advisors
California
$146K +$146K +1,183 New
WCM
1055
Westend Capital Management
California
$145K +$145K +1,180 New
TH
1056
TCTC Holdings
Texas
$145K -$17.5K -142 -11%
VWM
1057
Valley Wealth Managers
New Jersey
$144K – – –
CA
1058
Crewe Advisors
Utah
$143K +$4.68K +38 +3%
IF
1059
Integrity Financial
Wyoming
$142K +$12.3K +100 +10%
Jones Financial Companies
1060
Jones Financial Companies
Missouri
$139K +$139K +1,130 New
MTIC
1061
Missouri Trust & Investment Company
Missouri
$139K +$18.6K +151 +16%
CB
1062
CNB Bank
Pennsylvania
$136K -$154K -1,250 -53%
BWP
1063
Baldwin Wealth Partners
Massachusetts
$135K – – –
TIM
1064
Tortoise Investment Management
New York
$135K – – –
BLC
1065
Brown, Lisle/Cummings
Rhode Island
$135K – – –
MPCG
1066
Matrix Private Capital Group
New York
$135K – – –
GJIA
1067
Glass Jacobson Investment Advisors
Maryland
$133K -$15.6K -127 -11%
ITIM
1068
Indiana Trust & Investment Management
Indiana
$130K – – –
VAG
1069
VisionPoint Advisory Group
Texas
$129K – – –
FIM
1070
FWL Investment Management
Texas
$129K – – –
DF
1071
Dunhill Financial
United Kingdom
$124K +$246 +2 +0.2%
IRAG
1072
Investment Research & Advisory Group
Georgia
$123K – – –
FIA
1073
FPC Investment Advisory
California
$122K +$122K +1,010 New
PAI
1074
Pittenger & Anderson Inc
Nebraska
$121K +$41K +333 +51%
AA
1075
AlphaMark Advisors
Kentucky
$119K -$1.48K -12 -1%
41 42
43
44 45