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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
19.1%
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
1
Nissay Asset Management
Japan
$211M
2
M1FG
2
Mach-1 Financial Group
Arkansas
$52M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$494M
4
ST
4
Sageworth Trust
Pennsylvania
$47.5M
5
CA
5
Cetera Advisors
Colorado
$82.7M

Top Sellers

1
Mariner
1
Mariner
Kansas
$49.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$838M
3
Truist Financial
3
Truist Financial
North Carolina
$286M
4
SPWG
4
Syntegra Private Wealth Group
Missouri
$2.4M
5
HNB
5
Huntington National Bank
Ohio
$37.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SDWIA
101
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$10M +$94.8K +809 +1%
RRA
102
Round Rock Advisors
Connecticut
$9.83M +$377K +3,219 +4%
KL
103
KWMG LLC
Kansas
$9.74M +$236K +2,014 +2%
Walleye Trading
104
Walleye Trading
New York
$9.44M +$7.53M +64,268 +395%
ONB
105
Old National Bancorp
Indiana
$9.25M -$5.25M -44,799 -36%
CFG
106
Citizens Financial Group
Rhode Island
$9.14M +$90.5K +772 +1%
TWM
107
Tradition Wealth Management
Minnesota
$9.13M -$405K -3,458 -4%
IA
108
IFG Advisors
Missouri
$9.12M +$572K +4,883 +7%
V
109
Veritable
Delaware
$9.03M +$95.5K +815 +1%
SCA
110
Stonebridge Capital Advisors
Minnesota
$8.99M -$787K -6,718 -8%
MGIA
111
Moneta Group Investment Advisors
Missouri
$8.71M +$539K +4,604 +7%
OA
112
Oxbow Advisors
Texas
$8.5M -$34.9K -298 -0.4%
MWM
113
MinichMacGregor Wealth Management
New York
$8.4M -$9.5M -81,100 -53%
WANY
114
Wealthspire Advisors (New York)
New York
$8.26M +$33.4K +285 +0.4%
FAT
115
First American Trust
California
$8.22M +$296K +2,523 +4%
DBIA
116
Dumont & Blake Investment Advisors
New Jersey
$8.09M -$81.9K -699 -1%
SIAP
117
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$8.07M +$91.2K +778 +1%
WS
118
Wedbush Securities
California
$8.01M +$136K +1,162 +2%
HIA
119
Harbor Investment Advisory
Maryland
$7.97M -$220K -1,881 -3%
BFA
120
Beaumont Financial Advisors
Massachusetts
$7.96M +$190K +1,623 +2%
GHA
121
GW Henssler & Associates
Georgia
$7.8M -$28.8K -246 -0.4%
AWM
122
AE Wealth Management
Kansas
$7.71M +$551K +4,702 +8%
PP
123
Prudential plc
United Kingdom
$7.66M -$92.6K -790 -1%
BPA
124
Beacon Pointe Advisors
California
$7.65M -$661K -5,637 -8%
BFS
125
Bard Financial Services
Connecticut
$7.57M -$27.5K -235 -0.4%
3 4
5
6 7