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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,193 hedge funds and large institutions have $10.4B invested in iShares Select Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 398 increasing their positions, 416 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,193
Holders Change
-41
Holders Change %
-3.32%
% of All Funds
19.09%
Holding in Top 10
54
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-19.4%
% of All Funds
0.86%
New
81
Increased
398
Reduced
416
Closed
89
Calls
$874M
Puts
$1.14B
Net Calls
-$269M
Net Calls Change
-$286M

Top Buyers

1
NAM
Nissay Asset Management
Japan
$211M
2
M1FG
Mach-1 Financial Group
Arkansas
$52M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$494M
4
ST
Sageworth Trust
Pennsylvania
$47.5M
5
CA
Cetera Advisors
Colorado
$82.7M

Top Sellers

1
Mariner
Mariner
Kansas
$49.4M
2
Morgan Stanley
Morgan Stanley
New York
$838M
3
Truist Financial
Truist Financial
North Carolina
$286M
4
SPWG
Syntegra Private Wealth Group
Missouri
$2.4M
5
HNB
Huntington National Bank
Ohio
$37.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCMT
151
Highland Capital Management (Tennessee)
Tennessee
$6.02M +$225K +1,922 +4%
CAM
152
Carret Asset Management
New York
$5.96M +$88.3K +754 +2%
CAAM
153
Cornerstone Advisors Asset Management
Pennsylvania
$5.94M – – –
RJT
154
Raymond James Trust
Florida
$5.83M +$224K +1,914 +4%
SBIA
155
Sheaff Brock Investment Advisors
Indiana
$5.82M -$11.6M -99,385 -67%
FF
156
Financial Futures
New Jersey
$5.79M -$332K -2,832 -5%
NC
157
NinePointTwo Capital
California
$5.73M – – –
AIA
158
Arrow Investment Advisors
Maryland
$5.68M -$373K -3,185 -6%
MML Investors Services
159
MML Investors Services
Massachusetts
$5.68M -$11.8M -101,089 -68%
Citadel Advisors
160
Citadel Advisors
Florida
$5.67M +$3.54M +30,220 +166%
TFS
161
Thoroughbred Financial Services
Tennessee
$5.59M +$560K +4,783 +11%
JPLA
162
Joseph P. Lucia & Associates
New York
$5.56M -$15.4K -131 -0.3%
STA
163
Summit Trail Advisors
New York
$5.56M +$5.27K +45 +0.1%
SAS
164
Stelac Advisory Services
New York
$5.52M +$512K +4,367 +10%
VCM
165
Vivaldi Capital Management
Illinois
$5.46M -$206K -1,761 -4%
RG
166
Rathbones Group
United Kingdom
$5.42M +$28.4K +242 +0.5%
BCI
167
Brinker Capital Investments
Pennsylvania
$5.35M +$242K +2,063 +5%
OPS
168
Orion Portfolio Solutions
Nebraska
$5.35M +$4.14M +35,349 +344%
IAN
169
Integrated Advisors Network
Texas
$5.32M -$45.8K -391 -0.9%
MBTD
170
Mechanics Bank - Trust Department
California
$5.21M +$52.7K +450 +1%
SFA
171
Sequoia Financial Advisors
Ohio
$5.14M -$1.13M -9,608 -18%
LC
172
Landaas & Company
Wisconsin
$5.13M +$185K +1,576 +4%
SFG
173
Summit Financial Group
West Virginia
$5.1M -$43K -367 -0.8%
IA
174
IFG Advisory
Georgia
$5.1M -$1.33M -11,321 -21%
FWCM
175
Ferguson Wellman Capital Management
Oregon
$5.07M -$390K -3,332 -7%
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