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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 %
FCM
1251
Firestone Capital Management
Florida
– -$205K -1,701 Closed
CICI
1252
Capital Investment Counsel Inc
North Carolina
– -$205K -1,698 Closed
CWM
1253
Congress Wealth Management
Massachusetts
– -$205K -1,695 Closed
DBT
1254
Dubuque Bank & Trust
Iowa
– -$204K -1,693 Closed
HFS
1255
Heritage Financial Services
Massachusetts
– -$203K -1,680 Closed
BMCM
1256
Bryn Mawr Capital Management
Pennsylvania
– -$202K -1,679 Closed
PWW
1257
Pettyjohn Wood & White
Virginia
– -$202K -1,675 Closed
UAS
1258
United Asset Strategies
New York
– -$201K -1,665 Closed
LWM
1259
LJI Wealth Management
Indiana
– -$200K -1,660 Closed
WWM
1260
Windsor Wealth Management
Indiana
– -$202K -1,627 Closed
KOMWMG
1261
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$188K -1,557 Closed
CL
1262
COWA LLC
Oklahoma
– -$898K -1,395 Closed
BAAM
1263
Baker Avenue Asset Management
California
– -$101K -839 Closed
MGI
1264
MayTech Global Investments
New York
– -$96.5K -800 Closed
NSB
1265
Norway Savings Bank
Maine
– -$93K -771 Closed
CFFP
1266
Center for Financial Planning
Michigan
– -$92.3K -765 Closed
SSG
1267
Summit Securities Group
New York
– -$84K -700 Closed
R
1268
Rebalance
California
– -$45.3K -376 Closed
TCWA
1269
Ten Capital Wealth Advisors
Washington
– -$39K -323 Closed
MS
1270
Madden Securities
Texas
– -$36.2K -300 Closed
Bank Julius Baer & Co
1271
Bank Julius Baer & Co
Switzerland
– -$36K -298 Closed
ZIG
1272
Zullo Investment Group
Pennsylvania
– -$30.2K -250 Closed
FA
1273
Fiduciary Alliance
South Carolina
– -$29.8K -247 Closed
AF
1274
Affiance Financial
Minnesota
– -$25.4K -211 Closed
AAM
1275
Advisors Asset Management
Colorado
– -$21.2K -176 Closed
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