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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
$1.61B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$210M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$348M
4
HI
Horizon Investments
North Carolina
$40.5M
5
MHI
Miller Howard Investments
New York
$47.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$989M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$294M
3
Wells Fargo
Wells Fargo
California
$467M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$60.4M
5
Osaic Holdings
Osaic Holdings
Arizona
$73.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
126
Carret Asset Management
New York
$5.85M -$21.5K -183 -0.4%
Squarepoint
127
Squarepoint
New York
$5.8M -$874K -7,454 -13%
FFN
128
Focus Financial Network
Minnesota
$5.74M +$4.58M +39,034 +393%
NC
129
NinePointTwo Capital
California
$5.73M – – –
AWM
130
AE Wealth Management
Kansas
$5.67M +$214K +1,831 +4%
CAAM
131
Cornerstone Advisors Asset Management
Pennsylvania
$5.65M +$2.11K +18 +0%
MBTD
132
Mechanics Bank - Trust Department
California
$5.65M +$458K +3,905 +9%
Two Sigma Investments
133
Two Sigma Investments
New York
$5.63M -$22.6M -193,100 -80%
CAM
134
Cresset Asset Management
Illinois
$5.6M +$117K +997 +2%
FAT
135
First American Trust
California
$5.42M -$440K -3,751 -8%
SWMG
136
Sard Wealth Management Group
Georgia
$5.34M +$5.34M +45,543 New
Susquehanna International Group
137
Susquehanna International Group
Pennsylvania
$5.32M -$520K -4,435 -9%
RG
138
Rathbones Group
United Kingdom
$5.27M -$44.9K -383 -0.8%
SFI
139
SPC Financial Inc
Maryland
$5.19M +$534K +4,557 +11%
NEAM
140
New England Asset Management
Connecticut
$5.18M -$416K -3,550 -7%
Deutsche Bank
141
Deutsche Bank
Germany
$5.11M -$3.46M -29,523 -40%
TWM
142
Tradition Wealth Management
Minnesota
$5.11M -$738K -6,294 -13%
SFA
143
Sequoia Financial Advisors
Ohio
$5.09M +$303K +2,583 +6%
FWCM
144
Ferguson Wellman Capital Management
Oregon
$5M +$388K +3,310 +8%
Brown Advisory
145
Brown Advisory
Maryland
$4.94M +$34.7K +296 +0.7%
SAS
146
Stelac Advisory Services
New York
$4.94M +$346K +2,956 +8%
CFO
147
Callan Family Office
Pennsylvania
$4.93M – – –
CIBC Private Wealth Group
148
CIBC Private Wealth Group
Georgia
$4.89M -$382K -3,260 -7%
SFG
149
Summit Financial Group
West Virginia
$4.79M -$37.7K -322 -0.8%
JGIA
150
Jackson Grant Investment Advisers
Connecticut
$4.77M +$137K +1,169 +3%
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