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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,176 hedge funds and large institutions have $9.35B invested in iShares Select Dividend ETF in 2023 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 302 increasing their positions, 514 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,176
Holders Change
-17
Holders Change %
-1.42%
% of All Funds
18.55%
Holding in Top 10
40
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-25.93%
% of All Funds
0.63%
New
70
Increased
302
Reduced
514
Closed
77
Calls
$35.2M
Puts
$37.5M
Net Calls
-$2.25M
Net Calls Change
+$267M

Top Buyers

1
HI
Horizon Investments
North Carolina
$28.6M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
$37.9M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$101M
4
Citadel Advisors
Citadel Advisors
Florida
$17.5M
5
Jane Street
Jane Street
New York
$12M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
$191M
2
NAM
Nissay Asset Management
Japan
$132M
3
Wells Fargo
Wells Fargo
California
$538M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$414M
5
M1FG
Mach-1 Financial Group
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MHS
1201
M Holdings Securities
Oregon
– -$503K -4,289 Closed
LFG
1202
Lockerman Financial Group
California
– -$491K -4,189 Closed
TC
1203
TownSquare Capital
Utah
– -$489K -4,175 Closed
HSG
1204
Helen Stephens Group
Texas
– -$393K -3,356 Closed
GAM
1205
Grandview Asset Management
Pennsylvania
– -$370K -3,158 Closed
FBFS
1206
First Business Financial Services
Wisconsin
– -$354K -3,022 Closed
AFP
1207
Alpha Financial Partners
Kentucky
– -$350K -2,990 Closed
AF
1208
Apexium Financial
Texas
– -$347K -2,959 Closed
CT
1209
Columbia Trust
Oregon
– -$334K -2,850 Closed
LCGC
1210
Legacy Capital Group California
California
– -$326K -2,779 Closed
TNA
1211
True North Advisors
Texas
– -$318K -2,711 Closed
KF
1212
Krilogy Financial
Missouri
– -$305K -2,603 Closed
FCC
1213
Florin Court Capital
United Kingdom
– -$305K -2,600 Closed
BMWM
1214
Brown Miller Wealth Management
Virginia
– -$304K -2,595 Closed
EE
1215
EWG Elevate
California
– -$297K -2,532 Closed
CG
1216
Cutler Group
California
– -$280K -2,396 Closed
CWM
1217
Chicago Wealth Management
Illinois
– -$280K -2,391 Closed
AR
1218
Advisory Research
Illinois
– -$272K -2,325 Closed
BCP
1219
Berkeley Capital Partners
Georgia
– -$265K -2,261 Closed
JSC
1220
Jackson Square Capital
California
– -$252K -2,147 Closed
CAG
1221
Crestwood Advisors Group
Massachusetts
– -$251K -2,146 Closed
BMCM
1222
Burns Matteson Capital Management
New York
– -$248K -2,120 Closed
GKWIM
1223
Gerber Kawasaki Wealth & Investment Management
California
– -$245K -2,089 Closed
SAM
1224
Strategy Asset Managers
California
– -$243K -2,078 Closed
AAS
1225
Annex Advisory Services
Wisconsin
– -$243K -2,072 Closed
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