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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 %
TFM
1176
TFC Financial Management
Massachusetts
$16.3K +$123 +1 +0.8%
FM
1177
Family Management
New York
$16.1K – – –
TFGT
1178
TS Financial Group (TSFG)
Illinois
$16K – – –
GBT
1179
Grove Bank & Trust
Florida
$15.5K – – –
SIS
1180
Sound Income Strategies
Florida
$14.8K – – –
IWP
1181
IAG Wealth Partners
Wisconsin
$14.7K +$14.7K +119 New
AAM
1182
Advisors Asset Management
Colorado
$14.4K – – –
FP
1183
Financial Perspectives
Minnesota
$14.2K – – –
AA
1184
Addison Advisors
Vermont
$13.8K – – –
HFM
1185
Hartford Financial Management
Connecticut
$13.6K – – –
PAG
1186
Paladin Advisory Group
Iowa
$13.2K -$11.1K -91 -46%
CBT
1187
Central Bank & Trust
Kentucky
$13.1K +$13.1K +106 New
CAM
1188
Clarity Asset Management
Iowa
$13K -$57.7K -467 -82%
PA
1189
PSI Advisors
Florida
$12.4K +$12.4K +101 New
HR
1190
Howe & Rusling
New York
$12.3K – – –
MSFP
1191
Mark Sheptoff Financial Planning
Connecticut
$12.3K – – –
FCT
1192
First Community Trust
Iowa
$12.3K – – –
FMII
1193
Farmers & Merchants Investments Inc
Nebraska
$11.8K – – –
AEPWM
1194
Atlantic Edge Private Wealth Management
Florida
$11.1K – – –
SVCP
1195
Silicon Valley Capital Partners
California
$10.8K – – –
MBFW
1196
Morton Brown Family Wealth
Pennsylvania
$9.88K -$6.54K -53 -40%
RF
1197
Robbins Farley
New Hampshire
$9.24K -$9.24K -75 -50%
DAM
1198
Delta Asset Management
Tennessee
$9.24K – – –
TCM
1199
TD Capital Management
Tennessee
$8.66K – – –
HF
1200
Halpern Financial
Virginia
$8.51K -$14.9K -123 -64%
46 47
48
49 50