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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 %
AM
1251
AGF Management
Ontario, Canada
– -$255K -2,370 Closed
TLFA
1252
True Link Financial Advisors
California
– -$239K -2,224 Closed
GA
1253
Greenspring Advisors
Maryland
– -$239K -2,222 Closed
VDI
1254
Vaughan David Investments
Illinois
– -$221K -2,050 Closed
IW
1255
Imprint Wealth
South Carolina
– -$221K -2,044 Closed
GS
1256
GTS Securities
New York
– -$219K -2,038 Closed
DCM
1257
Donaldson Capital Management
Indiana
– -$219K -2,037 Closed
CA
1258
Carson Advisory
Georgia
– -$215K -2,001 Closed
BBA
1259
BLB&B Advisors
Pennsylvania
– -$211K -1,958 Closed
PG
1260
Patten Group
Tennessee
– -$208K -1,931 Closed
CA
1261
Claro Advisors
Massachusetts
– -$206K -1,909 Closed
CWS
1262
Confluence Wealth Services
Pennsylvania
– -$203K -1,884 Closed
GD
1263
Grandfield & Dodd
New York
– -$202K -1,873 Closed
RTC
1264
Riverview Trust Company
Washington
– -$129K -1,196 Closed
FRA
1265
Front Row Advisors
California
– -$127K -1,183 Closed
SFCL
1266
Strengthening Families & Communities LLC
Massachusetts
– -$93K -862 Closed
LAS
1267
LWM Advisory Services
Florida
– -$90.9K -845 Closed
CB
1268
Community Bank
New York
– -$64.6K -600 Closed
RW
1269
RVW Wealth
California
– -$59.3K -551 Closed
CSWM
1270
Cassady Schiller Wealth Management
Ohio
– -$35K -325 Closed
AWM
1271
Atticus Wealth Management
Florida
– -$19.2K -178 Closed
FCAS
1272
First Command Advisory Services
Texas
– -$14.1K -131 Closed
AC
1273
AlphaCore Capital
California
– -$9.26K -86 Closed
CBT
1274
Central Bank & Trust
Kentucky
– -$8.93K -83 Closed
WFA
1275
WestHill Financial Advisors
California
– -$6.67K -62 Closed
48 49 50
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