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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,229 hedge funds and large institutions have $9.37B invested in iShares Select Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 330 increasing their positions, 471 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,229
Holders Change
+82
Holders Change %
+7.15%
% of All Funds
18.02%
Holding in Top 10
34
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.56%
% of All Funds
0.5%
New
145
Increased
330
Reduced
471
Closed
49
Calls
$46.5M
Puts
$28.8M
Net Calls
+$17.7M
Net Calls Change
-$23.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.61B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$210M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$348M
4
HI
Horizon Investments
North Carolina
$40.5M
5
MHI
Miller Howard Investments
New York
$47.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$989M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$294M
3
Wells Fargo
Wells Fargo
California
$467M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$60.4M
5
Osaic Holdings
Osaic Holdings
Arizona
$73.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RPCA
1201
Running Point Capital Advisors
California
$11.8K – – –
FCT
1202
First Community Trust
Iowa
$11.7K – – –
MSFP
1203
Mark Sheptoff Financial Planning
Connecticut
$11.7K – – –
HR
1204
Howe & Rusling
New York
$11.7K +$11.7K +100 New
BCM
1205
Bourgeon Capital Management
Connecticut
$11.4K – – –
FMII
1206
Farmers & Merchants Investments Inc
Nebraska
$11.3K – – –
AEPWM
1207
Atlantic Edge Private Wealth Management
Florida
$10.6K +$10.6K +90 New
SVCP
1208
Silicon Valley Capital Partners
California
$10.3K – – –
MCM
1209
Manchester Capital Management
Vermont
$9.96K – – –
DAM
1210
Delta Asset Management
Tennessee
$8.79K – – –
TCM
1211
TD Capital Management
Tennessee
$8.17K +$233 +2 +3%
BWL
1212
Bogart Wealth LLC
Virginia
$7.37K +$7.37K +63 New
CFFP
1213
Center for Financial Planning
Michigan
$7.15K +$7.15K +61 New
BL
1214
BFSG LLC
California
$6.68K +$6.68K +57 New
RFA
1215
Register Financial Advisors
Georgia
$6.12K +$118 +1 +2%
TAM
1216
Tucker Asset Management
Colorado
$5.86K – – –
PFSC
1217
Peoples Financial Services Corp
Pennsylvania
$5.86K – – –
VAMG
1218
Voisard Asset Management Group
Michigan
$5.86K +$5.86K +50 New
AWM
1219
Aspire Wealth Management
Massachusetts
$5.63K – – –
MSWM
1220
McGlone Suttner Wealth Management
Wisconsin
$4.81K +$4.81K +41 New
HT
1221
Headlands Technologies
Illinois
$4.57K +$4.57K +39 New
CG
1222
Cutler Group
California
$3K +$3K +28 New
NMG
1223
New Millennium Group
Utah
$2.11K -$117 -1 -5%
CP
1224
Castleview Partners
Texas
$1.41K – – –
RCM
1225
Raleigh Capital Management
North Carolina
$1.2K – – –
47 48
49
50 51