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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 %
MML Investors Services
176
MML Investors Services
Massachusetts
$4.57M -$920K -8,118 -17%
RPGK
177
Retirement Planning Group (Kansas)
Kansas
$4.54M – – –
GRP
178
Global Retirement Partners
California
$4.53M +$132K +1,162 +3%
FWCM
179
Ferguson Wellman Capital Management
Oregon
$4.48M -$424K -3,745 -9%
CAM
180
Cresset Asset Management
Illinois
$4.47M +$1.08M +9,501 +32%
MAWCM
181
Mine & Arao Wealth Creation & Management
California
$4.46M -$27.6K -244 -0.6%
CM
182
Cornerstone Management
Georgia
$4.45M +$119K +1,051 +3%
JGIA
183
Jackson Grant Investment Advisers
Connecticut
$4.44M -$11K -97 -0.2%
MCM
184
Mendel Capital Management
Arkansas
$4.37M -$350K -3,088 -7%
PA
185
Pinnacle Associates
New York
$4.36M -$66.6K -588 -2%
LWP
186
LMG Wealth Partners
Louisiana
$4.29M +$65.7K +580 +2%
MMA
187
Miracle Mile Advisors
California
$4.19M -$5.69M -50,207 -58%
VCM
188
Vivaldi Capital Management
Illinois
$4.17M -$1.11M -9,785 -21%
SAS
189
Stelac Advisory Services
New York
$4.15M -$1.22M -10,706 -23%
OWA
190
One Wealth Advisors
California
$4.13M – – –
FWP
191
FAS Wealth Partners
Kansas
$4.09M -$209K -1,845 -5%
SCG
192
Sonata Capital Group
Washington
$4.09M -$3.29K -29 -0.1%
GT
193
Glenview Trust
Kentucky
$4.04M -$153K -1,350 -4%
HSA
194
HBK Sorce Advisory
Pennsylvania
$4.03M -$291K -2,564 -7%
NEPWA
195
New England Private Wealth Advisors
Massachusetts
$3.96M -$6.06M -53,493 -60%
TCM
196
Traynor Capital Management
Pennsylvania
$3.96M -$21.4K -189 -0.5%
MCM
197
MV Capital Management
Maryland
$3.93M -$44.3K -391 -1%
LB
198
Leo Brokerage
Texas
$3.92M +$13.9K +123 +0.4%
Thrivent Financial for Lutherans
199
Thrivent Financial for Lutherans
Minnesota
$3.87M +$319K +2,815 +9%
SDAM
200
Shulman DeMeo Asset Management
New York
$3.78M -$43.3K -382 -1%
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