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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
$76.1M
2
OAC
OMERS Administration Corp
Ontario, Canada
$44.2M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$45.9M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$48M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$93.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$779M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$287M
3
NAM
Nissay Asset Management
Japan
$73.1M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$257M
5
MHI
Miller Howard Investments
New York
$7.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPB
1126
First PREMIER Bank
South Dakota
$55K – – –
RFS
1127
Richardson Financial Services
Massachusetts
$51.6K – – –
CWM
1128
Compass Wealth Management
Connecticut
$51.2K -$28.2K -229 -36%
HCM
1129
Hollencrest Capital Management
California
$48.8K – – –
HT
1130
Headlands Technologies
Illinois
$47.3K +$42.5K +345 +885%
FG
1131
Fairman Group
Pennsylvania
$45.6K -$16.1K -131 -26%
AAMA
1132
Advanced Asset Management Advisors
Ohio
$43.5K – – –
FPFS
1133
First Personal Financial Services
North Carolina
$43.1K – – –
LB
1134
Legacy Bridge
Iowa
$43.1K – – –
HWM
1135
Horizons Wealth Management
North Carolina
$42.2K – – –
FFL
1136
Financial Freedom LLC
Ohio
$41K – – –
CWA
1137
Core Wealth Advisors
Florida
$40K – – –
PWMG
1138
Prestige Wealth Management Group
New Jersey
$39.2K -$3.08K -25 -7%
DFA
1139
DHJJ Financial Advisors
Illinois
$38.7K – – –
POIA
1140
Pin Oak Investment Advisors
Texas
$38K – – –
ACA
1141
Atlas Capital Advisors
Wyoming
$37K – – –
WIM
1142
Westside Investment Management
California
$37K – – –
NCM
1143
Northwest Capital Management
Oregon
$37K – – –
MCA
1144
Maryland Capital Advisors
Maryland
$37K – – –
RCM
1145
Rain Capital Management
Oregon
$36.7K +$369 +3 +1%
GCM
1146
Gables Capital Management
Florida
$35.6K +$35.6K +289 New
WFA
1147
West Financial Advisors
Iowa
$33.6K – – –
BHWM
1148
Beaird Harris Wealth Management
Texas
$31.4K – – –
S
1149
Syntrinsic
Colorado
$30.8K – – –
TSWM
1150
Tyler-Stone Wealth Management
Ohio
$30.8K – – –
44 45
46
47 48