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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 %
HMS
1201
Hanseatic Management Services
New Mexico
$8.25K +$8.25K +67 New
CFFP
1202
Center for Financial Planning
Michigan
$7.51K – – –
BL
1203
BFSG LLC
California
$6.78K -$246 -2 -4%
WAG
1204
Windsor Advisory Group
Ohio
$6.65K +$6.65K +54 New
RFA
1205
Register Financial Advisors
Georgia
$6.49K +$122 +1 +2%
VAMG
1206
Voisard Asset Management Group
Michigan
$6.16K – – –
PFSC
1207
Peoples Financial Services Corp
Pennsylvania
$6.16K – – –
TAM
1208
Tucker Asset Management
Colorado
$6.16K – – –
AWM
1209
Aspire Wealth Management
Massachusetts
$5.91K – – –
AFIA
1210
America First Investment Advisors
Nebraska
$5.79K +$5.79K +47 New
PGAM
1211
Princeton Global Asset Management
New Jersey
$3.08K +$3.08K +25 New
RPCA
1212
Running Point Capital Advisors
California
$2.59K -$9.86K -80 -79%
MRCM
1213
M&R Capital Management
New Jersey
$2.46K -$179K -1,455 -99%
CPBTD
1214
Central Pacific Bank - Trust Division
Hawaii
$2.2K +$2.2K +18 New
CP
1215
Castleview Partners
Texas
$1.48K – – –
RCM
1216
Raleigh Capital Management
North Carolina
$1.26K – – –
SFA
1217
Semmax Financial Advisors
North Carolina
$1.2K – – –
AWM
1218
Abound Wealth Management
Tennessee
$509 +$509 +4 New
HI
1219
Hoey Investments
Pennsylvania
$493 – – –
CAM
1220
Costello Asset Management
Pennsylvania
$493 – – –
RS
1221
Rakuten Securities
Japan
$123 +$123 +1 New
HI
1222
Horizon Investments
North Carolina
– -$40.5M -345,335 Closed
CCM
1223
Cullen Capital Management
New York
– -$4.23M -36,100 Closed
SA
1224
Scarborough Advisors
Maryland
– -$4.22M -36,001 Closed
Federated Hermes
1225
Federated Hermes
Pennsylvania
– -$3.83M -32,700 Closed
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