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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 %
WFAG
1226
Worth Financial Advisory Group
North Carolina
– -$230K -1,959 Closed
WE
1227
Wealth Effects
Massachusetts
– -$229K -1,955 Closed
AUB
1228
Atlantic Union Bankshares
Virginia
– -$227K -1,938 Closed
W
1229
WealthOne
New York
– -$226K -1,926 Closed
AWAP
1230
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
– -$223K -1,900 Closed
SRC
1231
Sage Rhino Capital
California
– -$217K -1,855 Closed
NSAM
1232
North Star Asset Management
Wisconsin
– -$212K -1,812 Closed
OCM
1233
Objective Capital Management
Ohio
– -$206K -1,760 Closed
CIG
1234
Cairn Investment Group
Washington
– -$204K -1,742 Closed
CCA
1235
Clearwater Capital Advisors
Illinois
– -$203K -1,730 Closed
LWM
1236
Ledge Wealth Management
Minnesota
– -$202K -1,725 Closed
CWM
1237
Chemistry Wealth Management
New York
– -$200K -1,710 Closed
GBT
1238
Grove Bank & Trust
Florida
– -$150K -1,276 Closed
FIM
1239
FWL Investment Management
Texas
– -$123K -1,050 Closed
WAM
1240
Worth Asset Management
Texas
– -$93.7K -800 Closed
PCM
1241
Pointe Capital Management
Michigan
– -$93.7K -800 Closed
JIR
1242
James Investment Research
Ohio
– -$86K -732 Closed
M1FG
1243
Mach-1 Financial Group
Arkansas
– -$52M -444 Closed
FCA
1244
Fortis Capital Advisors
Kansas
– -$48.4K -413 Closed
WWM
1245
Wagner Wealth Management
South Carolina
– -$41K -350 Closed
AWM
1246
Accel Wealth Management
Iowa
– -$41K -350 Closed
CIA
1247
Cascade Investment Advisors
Oregon
– -$38.1K -325 Closed
Optiver Holding
1248
Optiver Holding
Netherlands
– -$34.3K -293 Closed
RF
1249
Robbins Farley
New Hampshire
– -$17.6K -150 Closed
IFAM
1250
Institutional & Family Asset Management
Colorado
– -$11.7K -100 Closed
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