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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 %
BCMLT
1151
Beacon Capital Management LLC (Tennessee)
Tennessee
$30.2K – – –
CFS
1152
CGC Financial Services
Oregon
$29.3K – – –
TFA
1153
Toth Financial Advisory
Virginia
$28.9K -$9.36K -76 -24%
GI
1154
GAMMA Investing
California
$28.6K -$246 -2 -0.9%
JFG
1155
JDM Financial Group
Texas
$27.7K -$30.8K -250 -53%
TC
1156
Trust Company
Kansas
$27.1K – – –
EDRH
1157
Edmond de Rothschild Holding
Switzerland
$25.9K – – –
JFA
1158
JNBA Financial Advisors
Minnesota
$25.1K -$18.5K -150 -42%
HCM
1159
Highlander Capital Management
New Jersey
$24.6K -$43.1K -350 -64%
AT
1160
Avalon Trust
New Mexico
$24.6K – – –
RP
1161
Rice Partnership
Hawaii
$24.6K +$24.6K +200 New
CJL
1162
Cyrus J. Lawrence
New York
$24K +$24K +200 New
EWA
1163
Elevate Wealth Advisory
Georgia
$23.3K – – –
LWCFA
1164
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$23K -$23K -192 -50%
ME
1165
McIlrath & Eck
Washington
$21.6K – – –
KA
1166
Kozak & Associates
Colorado
$21.3K +$125 +1 +0.6%
HWA
1167
HHM Wealth Advisors
Tennessee
$20.3K -$9.98K -81 -33%
YDMI
1168
Y.D. More Investments
Israel
$20.3K – – –
LFG
1169
Larson Financial Group
Missouri
$19.4K +$123 +1 +0.6%
QPBE
1170
Quintet Private Bank (Europe)
Luxembourg
$18.4K -$2.83K -20 -13%
SRCM
1171
Signature Resources Capital Management
California
$18.3K – – –
NRG
1172
Nemes Rush Group
Michigan
$17.7K – – –
RAM
1173
Riggs Asset Management
Pennsylvania
$17.5K +$618 +5 +4%
CMBA
1174
C.M. Bidwell & Associates
Hawaii
$17.2K – – –
TCG
1175
Transcendent Capital Group
Oklahoma
$17K +$123 +1 +0.7%
45 46
47
48 49