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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 %
LCM
1251
LVM Capital Management
Michigan
– -$397K -3,386 Closed
RAG
1252
RIA Advisory Group
Iowa
– -$701K -3,139 Closed
OP
1253
ORG Partners
Indiana
– -$326K -2,777 Closed
TI
1254
Trexquant Investment
Connecticut
– -$313K -2,672 Closed
WF
1255
WoodTrust Financial
Wisconsin
– -$301K -2,568 Closed
MWM
1256
Mattern Wealth Management
Kansas
– -$299K -2,555 Closed
MSR
1257
Main Street Research
Connecticut
– -$284K -2,420 Closed
SA
1258
Sunesis Advisors
Kansas
– -$267K -2,281 Closed
ACM
1259
Advisors Capital Management
New Jersey
– -$254K -2,165 Closed
GC
1260
Guggenheim Capital
Illinois
– -$252K -2,147 Closed
APA
1261
Astoria Portfolio Advisors
New York
– -$242K -2,130 Closed
SVWG
1262
Shared Vision Wealth Group
United States
– -$245K -2,090 Closed
MWA
1263
Midland Wealth Advisors
Illinois
– -$241K -2,058 Closed
FOFP
1264
Fee-Only Financial Planning
South Carolina
– -$234K -2,000 Closed
SWM
1265
Silverlake Wealth Management
Vermont
– -$228K -1,941 Closed
CI
1266
Chartist Inc
California
– -$227K -1,940 Closed
OFS
1267
Oldfather Financial Services
Nebraska
– -$226K -1,930 Closed
GCM
1268
Gallacher Capital Management
Colorado
– -$226K -1,924 Closed
SFA
1269
Seneca Financial Advisors
New York
– -$217K -1,851 Closed
DTC
1270
Davidson Trust Company
Washington
– -$213K -1,818 Closed
Allspring Global Investments
1271
Allspring Global Investments
North Carolina
– -$213K -1,816 Closed
AA
1272
Advisory Alpha
Michigan
– -$209K -1,783 Closed
SIG
1273
Sargent Investment Group
Maryland
– -$207K -1,765 Closed
NC
1274
NewSquare Capital
Pennsylvania
– -$147K -1,250 Closed
BWM
1275
BKM Wealth Management
Wisconsin
– -$143K -1,219 Closed
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