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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 %
WMA
126
Wealth Management Associates
New Jersey
$6.64M +$27.1K +224 +0.4%
CIBC Private Wealth Group
127
CIBC Private Wealth Group
Georgia
$6.61M +$1.51M +12,359 +30%
CFG
128
Citizens Financial Group
Rhode Island
$6.59M -$899K -7,297 -12%
KIA
129
KCM Investment Advisors
California
$6.45M -$55.3K -449 -0.9%
FUBT
130
First United Bank & Trust
Maryland
$6.39M -$16.6K -135 -0.3%
BNP Paribas Financial Markets
131
BNP Paribas Financial Markets
France
$6.18M +$5.31M +43,106 +607%
ST
132
Smithfield Trust
Pennsylvania
$6.15M -$97.5K -792 -2%
TRCT
133
Tower Research Capital (TRC)
New York
$6.15M +$6.03M +48,970 +5,144%
CAM
134
Carret Asset Management
New York
$6.14M -$8.5K -69 -0.1%
HCMT
135
Highland Capital Management (Tennessee)
Tennessee
$6.08M -$85.7K -696 -1%
CAAM
136
Cornerstone Advisors Asset Management
Pennsylvania
$5.94M +$1.73K +14 +0%
MBTD
137
Mechanics Bank - Trust Department
California
$5.62M -$317K -2,574 -5%
RG
138
Rathbones Group
United Kingdom
$5.58M +$43.2K +351 +0.8%
SWMG
139
Sard Wealth Management Group
Georgia
$5.53M -$80.2K -651 -1%
SFA
140
Sequoia Financial Advisors
Ohio
$5.48M +$127K +1,029 +2%
SFI
141
SPC Financial Inc
Maryland
$5.47M +$10.2K +83 +0.2%
FCC
142
Florin Court Capital
United Kingdom
$5.44M +$2.37M +19,200 +77%
NEAM
143
New England Asset Management
Connecticut
$5.44M – – –
FA
144
Fermata Advisors
California
$5.09M +$956K +7,762 +23%
SFG
145
Summit Financial Group
West Virginia
$5.06M +$32.6K +265 +0.6%
GT
146
Glenview Trust
Kentucky
$5.04M +$191K +1,547 +4%
Envestnet Portfolio Solutions
147
Envestnet Portfolio Solutions
Illinois
$4.98M +$2.34M +18,977 +88%
Brown Advisory
148
Brown Advisory
Maryland
$4.98M -$220K -1,784 -4%
CFO
149
Callan Family Office
Pennsylvania
$4.95M -$230K -1,870 -4%
TPCW
150
TD Private Client Wealth
New York
$4.93M +$213K +1,731 +5%
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