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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
+$802M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$67.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$46.1M
4
HI
Horizon Investments
North Carolina
+$40.5M
5
MHI
Miller Howard Investments
New York
+$24.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$138M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$69.4M
3
Wells Fargo
Wells Fargo
California
-$45.8M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$41.7M
5
Osaic Holdings
Osaic Holdings
Arizona
-$37.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
1226
Semmax Financial Advisors
North Carolina
$1.1K – – –
CAM
1227
Costello Asset Management
Pennsylvania
$469 – – –
HI
1228
Hoey Investments
Pennsylvania
$469 – – –
BAM
1229
Brave Asset Management
New Jersey
– -$9.4M -87,365 Closed
Two Sigma Advisers
1230
Two Sigma Advisers
New York
– -$5.1M -47,400 Closed
ACA
1231
Anchor Capital Advisors
Massachusetts
– -$4.46M -41,467 Closed
State Street
1232
State Street
Massachusetts
– -$2.79M -25,965 Closed
MOS
1233
MGO One Seven
Ohio
– -$1.74M -16,155 Closed
CWM
1234
Circle Wealth Management
New Jersey
– -$1.45M -13,455 Closed
EW
1235
Evoke Wealth
California
– -$1.31M -11,993 Closed
STCOSD
1236
Sageworth Trust Company of South Dakota
South Dakota
– -$983K -9,134 Closed
Bank of Nova Scotia
1237
Bank of Nova Scotia
Ontario, Canada
– -$592K -5,500 Closed
FIA
1238
FNY Investment Advisers
New York
– -$559K -5,200 Closed
IAS
1239
Insigneo Advisory Services
Florida
– -$546K -5,000 Closed
VA
1240
Vident Advisory
Georgia
– -$454K -4,215 Closed
B
1241
Bailard
California
– -$428K -3,978 Closed
DT
1242
Diversified Trust
Tennessee
– -$421K -3,909 Closed
SCA
1243
Sandy Cove Advisors
Massachusetts
– -$358K -3,326 Closed
Walleye Trading
1244
Walleye Trading
New York
– -$351K -3,258 Closed
FC
1245
Financial Consulate
Maryland
– -$346K -3,217 Closed
LWA
1246
Lineweaver Wealth Advisors
Ohio
– -$321K -2,979 Closed
OPOWM
1247
One Plus One Wealth Management
Florida
– -$298K -2,772 Closed
DSN
1248
D. Scott Neal
Kentucky
– -$291K -2,667 Closed
WEG
1249
World Equity Group
Illinois
– -$274K -2,550 Closed
FF
1250
Financial Futures
New Jersey
– -$257K -2,386 Closed
48 49
50
51 52