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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,193 hedge funds and large institutions have $10.4B invested in iShares Select Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 398 increasing their positions, 416 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,193
Holders Change
-41
Holders Change %
-3.32%
% of All Funds
19.09%
Holding in Top 10
54
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-19.4%
% of All Funds
0.86%
New
81
Increased
398
Reduced
416
Closed
89
Calls
$874M
Puts
$1.14B
Net Calls
-$269M
Net Calls Change
-$286M

Top Buyers

1
NAM
Nissay Asset Management
Japan
$211M
2
M1FG
Mach-1 Financial Group
Arkansas
$52M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$494M
4
ST
Sageworth Trust
Pennsylvania
$47.5M
5
CA
Cetera Advisors
Colorado
$82.7M

Top Sellers

1
Mariner
Mariner
Kansas
$49.4M
2
Morgan Stanley
Morgan Stanley
New York
$838M
3
Truist Financial
Truist Financial
North Carolina
$286M
4
SPWG
Syntegra Private Wealth Group
Missouri
$2.4M
5
HNB
Huntington National Bank
Ohio
$37.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCA
1201
Greenwood Capital Associates
South Carolina
– -$2.07M -17,159 Closed
CGFA
1202
Colton Groome Financial Advisors
North Carolina
– -$1.86M -15,414 Closed
WA
1203
Wealth Alliance
New York
– -$1.62M -13,432 Closed
CWA
1204
Clarus Wealth Advisors
Arizona
– -$1.5M -12,116 Closed
CCG
1205
Capital CS Group
California
– -$1.42M -11,793 Closed
ACA
1206
Anchor Capital Advisors
Massachusetts
– -$1.4M -11,612 Closed
TC
1207
Trilogy Capital
California
– -$1.32M -10,978 Closed
ACM
1208
AlphaStar Capital Management
North Carolina
– -$1.26M -10,420 Closed
Renaissance Technologies
1209
Renaissance Technologies
New York
– -$1.25M -10,400 Closed
PAS
1210
Park Avenue Securities
New York
– -$1.21M -10,041 Closed
BBVA
1211
Banco Bilbao Vizcaya Argentaria
Spain
– -$885K -7,302 Closed
WIM
1212
WealthPlan Investment Management
Nebraska
– -$844K -6,699 Closed
BBP
1213
Banco BTG Pactual
Brazil
– -$697K -5,780 Closed
BFIC
1214
Bedell Frazier Investment Counselling
California
– -$672K -5,572 Closed
PWMAG
1215
Pinnacle Wealth Management Advisory Group
New Jersey
– -$598K -4,955 Closed
IAA
1216
Independent Advisor Alliance
North Carolina
– -$578K -4,794 Closed
Marshall Wace
1217
Marshall Wace
United Kingdom
– -$550K -4,558 Closed
TFA
1218
Tranquilli Financial Advisor
New Jersey
– -$479K -3,975 Closed
PVH
1219
Psagot Value Holdings
Israel
– -$428K -3,548 Closed
BBL
1220
Beck Bode LLC
Massachusetts
– -$418K -3,466 Closed
OMC
1221
Old Mission Capital
Illinois
– -$417K -3,457 Closed
CMS
1222
Capital Market Strategies
Florida
– -$404K -3,352 Closed
CCA
1223
Cadent Capital Advisors
Oklahoma
– -$354K -2,938 Closed
WWM
1224
WJ Wealth Management
Arizona
– -$350K -2,902 Closed
CTI
1225
Community Trust & Investment
Kentucky
– -$333K -2,760 Closed
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