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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 %
AIFAIM
1226
American Institute for Advanced Investment Management
Arizona
– -$325K -2,692 Closed
CMI
1227
Clare Market Investments
Texas
– -$320K -2,650 Closed
SHFA
1228
SC&H Financial Advisors
Maryland
– -$315K -2,613 Closed
SXL
1229
Summit X LLC
Missouri
– -$298K -2,479 Closed
EP
1230
Edgestream Partners
New Jersey
– -$298K -2,469 Closed
WEG
1231
World Equity Group
Illinois
– -$296K -2,454 Closed
Federated Hermes
1232
Federated Hermes
Pennsylvania
– -$288K -2,390 Closed
ACM
1233
Advisors Capital Management
New Jersey
– -$283K -2,343 Closed
BIP
1234
Blueprint Investment Partners
North Carolina
– -$279K -2,315 Closed
CWP
1235
CFM Wealth Partners
Texas
– -$272K -2,258 Closed
OBWG
1236
Onyx Bridge Wealth Group
New York
– -$266K -2,148 Closed
Allspring Global Investments
1237
Allspring Global Investments
North Carolina
– -$258K -2,140 Closed
Fisher Asset Management
1238
Fisher Asset Management
Washington
– -$236K -1,953 Closed
SW
1239
SlateStone Wealth
Florida
– -$235K -1,945 Closed
MAM
1240
Meeder Asset Management
Ohio
– -$234K -1,942 Closed
CS
1241
Comerica Securities
Michigan
– -$229K -1,896 Closed
MPPLM
1242
Midwest Professional Planners Ltd (MPPL)
Wisconsin
– -$228K -1,894 Closed
NLP
1243
Next Level Private
New York
– -$232K -1,880 Closed
AWM
1244
Accurate Wealth Management
Florida
– -$230K -1,856 Closed
PGWM
1245
Parisi Gray Wealth Management
New Jersey
– -$214K -1,774 Closed
H
1246
HoyleCohen
California
– -$209K -1,733 Closed
HWM
1247
Howard Wealth Management
Connecticut
– -$206K -1,706 Closed
HC
1248
Hamilton Capital
Ohio
– -$206K -1,705 Closed
DDC
1249
DF Dent & Co
Maryland
– -$206K -1,705 Closed
MMPW
1250
Mitchell McLeod Pugh & Williams
Alabama
– -$205K -1,703 Closed
48 49
50
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