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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 %
AAG
1101
Accordant Advisory Group
Maryland
$78K +$78K +633 New
CA
1102
Centerpoint Advisors
Massachusetts
$73K +$52K +420 +247%
CAM
1103
Creekmur Asset Management
Illinois
$72.6K +$246 +2 +0.3%
Schroder Investment Management Group
1104
Schroder Investment Management Group
United Kingdom
$69.8K -$24.5K -200 -26%
CT
1105
Clearstead Trust
Maine
$69K – – –
FF
1106
Friedenthal Financial
New Jersey
$68.1K – – –
CMP
1107
Coston McIsaac & Partners
Maine
$67K – – –
KHC
1108
Koesten Hirschmann & Crabtree
Kansas
$66.6K +$246 +2 +0.4%
CSB
1109
City State Bank
Iowa
$65K – – –
WIA
1110
Wetzel Investment Advisors
Indiana
$64.5K – – –
RG
1111
Retirement Group
California
$61.8K -$616 -5 -1%
CIA
1112
Cape Investment Advisory
Georgia
$61.6K – – –
MHR
1113
Matthew Hamilton Rosenberg
$61.2K – – –
GI
1114
Gradient Investments
Minnesota
$60.7K -$59.4K -482 -49%
FFO
1115
Fortitude Family Office
Arizona
$60.4K – – –
MG
1116
MilWealth Group
Wisconsin
$59.9K – – –
NFSG
1117
Newbridge Financial Services Group
Florida
$59.4K -$2.58K -21 -4%
BA
1118
Ballast Advisors
Minnesota
$59.4K – – –
CYG
1119
Clean Yield Group
Vermont
$58.9K -$37K -300 -39%
MFA
1120
McClarren Financial Advisors
Pennsylvania
$58K +$500 +4 +0.9%
FMTCOCP
1121
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$58K +$6.2K +50 +12%
EWA
1122
EverSource Wealth Advisors
Alabama
$57.5K +$3.82K +32 +7%
MFC
1123
Morris Financial Concepts
South Carolina
$55.9K -$1.97K -16 -3%
MIM
1124
MTM Investment Management
South Carolina
$55.4K – – –
EWP
1125
Elevation Wealth Partners
California
$55.1K +$33.5K +277 +155%
43 44
45
46 47