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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 %
MWM
151
Mascoma Wealth Management
New Hampshire
$5.35M -$10.7M -92,832 -67%
Two Sigma Investments
152
Two Sigma Investments
New York
$5.33M +$5.33M +47,048 New
DRS
153
Deane Retirement Strategies
Louisiana
$5.32M +$5.32M +46,946 New
PI
154
PFS Investments
Georgia
$5.3M +$5.3M +46,783 New
AWM
155
AE Wealth Management
Kansas
$5.28M -$2.18M -19,200 -29%
Barclays
156
Barclays
United Kingdom
$5.18M +$5.18M +45,696 New
RG
157
Rathbones Group
United Kingdom
$5.15M -$98.6K -870 -2%
WQ
158
Wealth Quarterback
New Jersey
$5.14M +$1.2M +10,550 +30%
JPLA
159
Joseph P. Lucia & Associates
New York
$5.12M -$257K -2,271 -5%
SW
160
SVB Wealth
Massachusetts
$5.07M -$882K -7,786 -15%
MBTD
161
Mechanics Bank - Trust Department
California
$5.04M +$2.15K +19 +0%
PA
162
PFG Advisors
Arizona
$5.02M +$398K +3,516 +9%
IAN
163
Integrated Advisors Network
Texas
$5.01M -$136K -1,204 -3%
FTUS
164
Flow Traders U.S.
New York
$5M +$2.85M +25,198 +133%
CIBC Private Wealth Group
165
CIBC Private Wealth Group
Georgia
$4.99M -$139K -1,224 -3%
OPS
166
Orion Portfolio Solutions
Nebraska
$4.96M -$206K -1,818 -4%
BCI
167
Brinker Capital Investments
Pennsylvania
$4.96M -$206K -1,818 -4%
Brown Advisory
168
Brown Advisory
Maryland
$4.8M -$52.5K -463 -1%
SFG
169
Summit Financial Group
West Virginia
$4.79M -$142K -1,255 -3%
CFO
170
Callan Family Office
Pennsylvania
$4.78M -$16.5K -146 -0.3%
SFA
171
Sequoia Financial Advisors
Ohio
$4.77M -$199K -1,755 -4%
LC
172
Landaas & Company
Wisconsin
$4.76M -$196K -1,731 -4%
IA
173
IFG Advisory
Georgia
$4.74M -$185K -1,636 -4%
IF
174
Ironwood Financial
Arizona
$4.64M -$81K -715 -2%
SA
175
Scarborough Advisors
Maryland
$4.58M +$12.7K +112 +0.3%
5 6
7
8 9