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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 %
HWM
1101
Horizons Wealth Management
North Carolina
$40.8K – – –
JFA
1102
JNBA Financial Advisors
Minnesota
$40.1K -$10.5K -93 -21%
AAMA
1103
Advanced Asset Management Advisors
Ohio
$40K +$567 +5 +1%
LB
1104
Legacy Bridge
Iowa
$39.7K – – –
FPFS
1105
First Personal Financial Services
North Carolina
$39.7K – – –
PWMG
1106
Prestige Wealth Management Group
New Jersey
$38.9K – – –
CWA
1107
Core Wealth Advisors
Florida
$36.8K – – –
TFA
1108
Toth Financial Advisory
Virginia
$35.3K +$227 +2 +0.6%
POIA
1109
Pin Oak Investment Advisors
Texas
$35K – – –
ACA
1110
Atlas Capital Advisors
Wyoming
$34K -$364K -3,216 -91%
MCA
1111
Maryland Capital Advisors
Maryland
$34K – – –
WIM
1112
Westside Investment Management
California
$34K – – –
CSC
1113
Caldwell Sutter Capital
California
$34K +$34K +300 New
BWM
1114
Baystate Wealth Management
Massachusetts
$32.4K +$227 +2 +0.7%
WFA
1115
West Financial Advisors
Iowa
$30.9K – – –
BHWM
1116
Beaird Harris Wealth Management
Texas
$28.9K – – –
BWM
1117
BerganKDV Wealth Management
Minnesota
$28.3K – – –
TSWM
1118
Tyler-Stone Wealth Management
Ohio
$28K +$28K +250 New
HWA
1119
HHM Wealth Advisors
Tennessee
$27.9K – – –
BCMLT
1120
Beacon Capital Management LLC (Tennessee)
Tennessee
$27.8K -$12K -106 -30%
CFS
1121
CGC Financial Services
Oregon
$27K +$27K +238 New
LSA
1122
Lansing Street Advisors
Pennsylvania
$26.9K +$226 +2 +0.8%
TC
1123
Trust Company
Kansas
$24.9K – – –
WWP
1124
WR Wealth Planners
Missouri
$24.5K +$24.2K +214 +10,700%
EDRH
1125
Edmond de Rothschild Holding
Switzerland
$23.8K +$23.8K +210 New
43 44
45
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