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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 %
RPGK
151
Retirement Planning Group (Kansas)
Kansas
$4.93M -$10.5K -85 -0.2%
UCFA
152
United Capital Financial Advisors
Texas
$4.9M +$329K +2,671 +7%
JGIA
153
Jackson Grant Investment Advisers
Connecticut
$4.89M -$118K -958 -2%
FWCM
154
Ferguson Wellman Capital Management
Oregon
$4.8M -$449K -3,645 -9%
SAS
155
Stelac Advisory Services
New York
$4.8M -$396K -3,213 -8%
IF
156
Ironwood Financial
Arizona
$4.77M -$52.1K -423 -1%
EBA
157
Eagle Bay Advisors
New York
$4.77M +$4.77M +38,710 New
IA
158
IFG Advisory
Georgia
$4.75M -$19.8K -161 -0.4%
LWP
159
LMG Wealth Partners
Louisiana
$4.73M +$18K +146 +0.4%
OC
160
Oppenheimer & Co
New York
$4.66M +$9.36K +76 +0.2%
NF
161
Nikulski Financial
Iowa
$4.66M +$467K +3,791 +11%
LC
162
Landaas & Company
Wisconsin
$4.62M +$26K +211 +0.6%
MCM
163
Mendel Capital Management
Arkansas
$4.58M +$29.2K +237 +0.6%
IAN
164
Integrated Advisors Network
Texas
$4.56M -$181K -1,469 -4%
CM
165
Cornerstone Management
Georgia
$4.56M -$107K -866 -2%
FWA
166
FOCUS Wealth Advisors
Texas
$4.56M +$689K +5,597 +18%
BCI
167
Brinker Capital Investments
Pennsylvania
$4.54M -$4.49M -36,484 -50%
OPS
168
Orion Portfolio Solutions
Nebraska
$4.54M -$4.49M -36,484 -50%
Kayne Anderson Rudnick Investment Management
169
Kayne Anderson Rudnick Investment Management
California
$4.51M -$5.35M -43,389 -54%
JPLA
170
Joseph P. Lucia & Associates
New York
$4.51M -$216K -1,753 -5%
JWCA
171
J.W. Cole Advisors
Florida
$4.34M +$536K +4,354 +14%
RMAM
172
Raab & Moskowitz Asset Management
New Jersey
$4.29M +$1.13M +9,186 +36%
MCM
173
MV Capital Management
Maryland
$4.21M -$57.5K -467 -1%
LP
174
LGL Partners
Pennsylvania
$4.2M +$31.3K +254 +0.8%
OWA
175
One Wealth Advisors
California
$4.2M -$280K -2,275 -6%
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