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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,176 hedge funds and large institutions have $9.35B invested in iShares Select Dividend ETF in 2023 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 302 increasing their positions, 514 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,176
Holders Change
-17
Holders Change %
-1.42%
% of All Funds
18.55%
Holding in Top 10
40
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-25.93%
% of All Funds
0.63%
New
70
Increased
302
Reduced
514
Closed
77
Calls
$35.2M
Puts
$37.5M
Net Calls
-$2.25M
Net Calls Change
+$267M

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$28.6M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$37.9M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$101M
4
Citadel Advisors
4
Citadel Advisors
Florida
$17.5M
5
Jane Street
5
Jane Street
New York
$12M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$191M
2
NAM
2
Nissay Asset Management
Japan
$132M
3
Wells Fargo
3
Wells Fargo
California
$538M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$414M
5
M1FG
5
Mach-1 Financial Group
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
126
HB Wealth Management
Georgia
$6.45M -$147K -1,294 -2%
FUBT
127
First United Bank & Trust
Maryland
$6.4M -$165K -1,459 -3%
P
128
&Partners
Tennessee
$6.23M +$153K +1,347 +3%
OFG
129
Omega Financial Group
California
$6.23M +$64.2K +567 +1%
TPCW
130
TD Private Client Wealth
New York
$6.22M +$98.2K +867 +2%
WMA
131
Wealth Management Associates
New Jersey
$6.17M +$8.84K +78 +0.1%
SFI
132
SPC Financial Inc
Maryland
$6.16M +$217K +1,914 +4%
PFG
133
Pinnacle Financial Group
Illinois
$6.16M -$25K -221 -0.4%
KIA
134
KCM Investment Advisors
California
$6.15M +$33.4K +295 +0.5%
ST
135
Smithfield Trust
Pennsylvania
$6.14M -$815K -7,199 -12%
TWM
136
Tradition Wealth Management
Minnesota
$6.04M -$2.79M -24,639 -32%
HF
137
HRT Financial
New York
$5.99M +$4.85M +42,781 +426%
RJT
138
Raymond James Trust
Florida
$5.93M +$290K +2,560 +5%
CAM
139
Carret Asset Management
New York
$5.85M +$86.6K +764 +2%
HCMT
140
Highland Capital Management (Tennessee)
Tennessee
$5.82M +$1.59K +14 +0%
SPC
141
Sigma Planning Corp
Michigan
$5.72M -$1.1M -9,676 -16%
FAT
142
First American Trust
California
$5.72M -$2.23M -19,646 -28%
FF
143
Financial Futures
New Jersey
$5.7M +$104K +922 +2%
TFS
144
Thoroughbred Financial Services
Tennessee
$5.65M +$243K +2,144 +4%
KA
145
Klingman & Associates
New York
$5.65M +$1.94M +17,164 +53%
SCA
146
Stonebridge Capital Advisors
Minnesota
$5.64M -$3.05M -26,941 -35%
NC
147
NinePointTwo Capital
California
$5.54M – – –
OC
148
Oppenheimer & Co
New York
$5.47M +$1.3M +11,507 +31%
CAAM
149
Cornerstone Advisors Asset Management
Pennsylvania
$5.46M -$286K -2,521 -5%
UCFA
150
United Capital Financial Advisors
Texas
$5.43M -$577K -5,095 -10%
4 5
6
7 8