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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 %
SFS
151
Sowell Financial Services
Arkansas
$4.76M -$141K -1,202 -3%
RPGK
152
Retirement Planning Group (Kansas)
Kansas
$4.7M -$1.29K -11 -0%
GT
153
Glenview Trust
Kentucky
$4.61M +$87.4K +746 +2%
IF
154
Ironwood Financial
Arizona
$4.59M -$108K -920 -2%
IA
155
IFG Advisory
Georgia
$4.54M -$78.1K -667 -2%
IAN
156
Integrated Advisors Network
Texas
$4.52M -$561K -4,782 -11%
SCA
157
Stonebridge Capital Advisors
Minnesota
$4.51M -$534K -4,559 -11%
JPLA
158
Joseph P. Lucia & Associates
New York
$4.5M -$281K -2,395 -6%
TPCW
159
TD Private Client Wealth
New York
$4.49M -$1.64M -13,997 -27%
LWP
160
LMG Wealth Partners
Louisiana
$4.49M +$37.2K +317 +0.8%
CM
161
Cornerstone Management
Georgia
$4.44M -$180K -1,533 -4%
OC
162
Oppenheimer & Co
New York
$4.43M +$23.1K +197 +0.5%
LC
163
Landaas & Company
Wisconsin
$4.37M -$317K -2,702 -7%
MML Investors Services
164
MML Investors Services
Massachusetts
$4.35M -$112K -956 -3%
UCFA
165
United Capital Financial Advisors
Texas
$4.35M -$865K -7,377 -17%
MCM
166
Mendel Capital Management
Arkansas
$4.33M -$156K -1,327 -3%
FTUS
167
Flow Traders U.S.
New York
$4.33M +$4.33M +36,927 New
OWA
168
One Wealth Advisors
California
$4.26M -$821 -7 -0%
CCM
169
Cullen Capital Management
New York
$4.23M +$4.23M +36,100 New
SA
170
Scarborough Advisors
Maryland
$4.22M -$471K -4,017 -10%
CA
171
Clearstead Advisors
Ohio
$4.13M -$3.13M -26,681 -43%
MCM
172
MV Capital Management
Maryland
$4.06M +$117 +1 +0%
FTS
173
Fifth Third Securities
Ohio
$4.04M +$215K +1,836 +6%
NF
174
Nikulski Financial
Iowa
$3.99M +$128K +1,090 +3%
LP
175
LGL Partners
Pennsylvania
$3.97M +$84.3K +719 +2%
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