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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 %
GKIM
1226
GW&K Investment Management
Massachusetts
– -$2.46M -20,986 Closed
WLPWM
1227
Walled Lake Planning & Wealth Management
Illinois
– -$2.44M -20,787 Closed
CFCI
1228
Comprehensive Financial Consultants Institutional
Indiana
– -$1.95M -16,605 Closed
AIM
1229
Alhambra Investment Management
Florida
– -$1.93M -16,445 Closed
AF
1230
Apexium Financial
Texas
– -$1.86M -15,907 Closed
Twin Tree Management
1231
Twin Tree Management
Texas
– -$1.6M -13,679 Closed
GBWM
1232
Granite Bay Wealth Management
New Hampshire
– -$1.41M -12,852 Closed
CWM
1233
Curi Wealth Management
North Carolina
– -$1.44M -12,274 Closed
IMC Chicago
1234
IMC Chicago
Illinois
– -$1.27M -10,839 Closed
TCMP
1235
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$1.21M -10,340 Closed
TFCP
1236
Twin Focus Capital Partners
Massachusetts
– -$1.2M -10,200 Closed
BHPW
1237
Beverly Hills Private Wealth
California
– -$1.11M -9,447 Closed
D.E. Shaw & Co
1238
D.E. Shaw & Co
New York
– -$839K -7,161 Closed
TPWA
1239
TRUE Private Wealth Advisors
Oregon
– -$732K -6,246 Closed
TVAMP
1240
Tennessee Valley Asset Management Partners
Tennessee
– -$596K -5,088 Closed
MDCM
1241
Morgan Dempsey Capital Management
Wisconsin
– -$558K -4,758 Closed
AFAS
1242
Acorn Financial Advisory Services
Virginia
– -$538K -4,557 Closed
CWM
1243
Congress Wealth Management
Massachusetts
– -$518K -4,419 Closed
HHGA
1244
Halbert Hargrove Global Advisors
California
– -$513K -4,376 Closed
GCIM
1245
Gunn & Company Investment Management
Florida
– -$504K -4,300 Closed
JCM
1246
Jag Capital Management
Missouri
– -$494K -4,218 Closed
PC
1247
Pecaut & Co
Iowa
– -$492K -4,200 Closed
TFA
1248
Tranquilli Financial Advisor
New Jersey
– -$420K -3,580 Closed
FA
1249
FDx Advisors
Illinois
– -$414K -3,532 Closed
MWM
1250
Moran Wealth Management
Florida
– -$412K -3,518 Closed
48 49
50
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