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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 %
TCWA
1076
Turtle Creek Wealth Advisors
Texas
$118K – – –
HDIM
1077
Hanson & Doremus Investment Management
Vermont
$115K – – –
T
1078
Tidemark
California
$112K -$9.12K -74 -8%
OSNBOA
1079
Old Second National Bank of Aurora
Illinois
$111K -$552K -4,478 -83%
GWM
1080
Grand Wealth Management
Michigan
$111K – – –
LF
1081
LifeSteps Financial
California
$109K +$109K +881 New
GFPC
1082
Global Financial Private Client
Florida
$106K – – –
CFD
1083
Creative Financial Designs
Indiana
$106K +$12.6K +102 +13%
MSG
1084
Main Street Group
Virginia
$103K +$43.3K +352 +72%
BCA
1085
Bray Capital Advisors
Florida
$103K – – –
GWP
1086
Gen-Wealth Partners
Michigan
$101K +$101K +823 New
QCG
1087
Quadrant Capital Group
Ohio
$100K -$73K -593 -42%
DCM
1088
Davis Capital Management
Florida
$99.4K -$122 -1 -0.1%
WP
1089
WealthShield Partners
North Carolina
$99.4K -$27.1K -220 -21%
CTB
1090
Country Trust Bank
Illinois
$96.7K – – –
GIA
1091
GHP Investment Advisors
Colorado
$93.9K -$5.05K -41 -5%
FFA
1092
Farther Finance Advisors
California
$91.3K +$245 +2 +0.3%
CSC
1093
Caldwell Sutter Capital
California
$90.7K +$6.16K +50 +7%
BCV
1094
Banque Cantonale Vaudoise
Switzerland
$89K +$3.81K +31 +4%
CCM
1095
Chilton Capital Management
Texas
$88.1K -$46.2K -375 -34%
MA
1096
MCF Advisors
Kentucky
$86.4K – – –
Charles Schwab
1097
Charles Schwab
California
$85.1K -$172K -153,881 -67%
PCMC
1098
Planning Capital Management Corporation
Pennsylvania
$83.6K +$246 +2 +0.3%
LWA
1099
Lowe Wealth Advisors
Maryland
$82.2K – – –
WOC
1100
West Oak Capital
California
$80K – – –
42 43
44
45 46