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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 %
Brown Advisory
176
Brown Advisory
Maryland
$5.02M +$88.1K +752 +2%
MAM
177
MMA Asset Management
Pennsylvania
$5M +$31.3K +267 +0.6%
CFO
178
Callan Family Office
Pennsylvania
$4.96M +$940K +8,021 +23%
IF
179
Ironwood Financial
Arizona
$4.88M -$51.7K -441 -1%
MCM
180
Mendel Capital Management
Arkansas
$4.88M +$482K +4,113 +11%
PA
181
PFG Advisors
Arizona
$4.78M +$3.95M +33,746 +477%
SA
182
Scarborough Advisors
Maryland
$4.72M -$25.4K -217 -0.5%
RPGK
183
Retirement Planning Group (Kansas)
Kansas
$4.7M -$3.28K -28 -0.1%
SSA
184
Schonfeld Strategic Advisors
New York
$4.69M +$4.69M +39,987 New
MAWCM
185
Mine & Arao Wealth Creation & Management
California
$4.64M +$64K +546 +1%
JGIA
186
Jackson Grant Investment Advisers
Connecticut
$4.6M +$43.1K +368 +0.9%
PA
187
Pinnacle Associates
New York
$4.58M -$620K -5,289 -12%
CM
188
Cornerstone Management
Georgia
$4.48M -$320K -2,731 -7%
HSA
189
HBK Sorce Advisory
Pennsylvania
$4.46M -$4.68M -39,934 -51%
FWP
190
FAS Wealth Partners
Kansas
$4.45M -$90.9K -776 -2%
MCCA
191
Mill Creek Capital Advisors
Pennsylvania
$4.45M – – –
GRP
192
Global Retirement Partners
California
$4.41M -$64.5K -568 -1%
LWP
193
LMG Wealth Partners
Louisiana
$4.37M +$13.5K +115 +0.3%
SS
194
Simplicity Solutions
Minnesota
$4.36M +$4.36M +37,226 New
GT
195
Glenview Trust
Kentucky
$4.34M +$188K +1,607 +5%
OC
196
Oppenheimer & Co
New York
$4.31M +$56.6K +483 +1%
PFS
197
Prospera Financial Services
Texas
$4.3M +$930K +7,932 +28%
OWA
198
One Wealth Advisors
California
$4.27M -$187K -1,596 -4%
SCG
199
Sonata Capital Group
Washington
$4.24M +$36.2K +309 +0.9%
JIC
200
Johnson Investment Counsel
Ohio
$4.14M -$115K -980 -3%
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