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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 %
HPC
201
HM Payson & Co
Maine
$4.13M -$9.27M -79,121 -69%
TCM
202
Traynor Capital Management
Pennsylvania
$4.11M -$24.7K -211 -0.6%
MCM
203
MV Capital Management
Maryland
$4.11M – – –
PRWA
204
Platte River Wealth Advisors
Colorado
$4.11M -$277K -2,363 -6%
B
205
Bensler
Washington
$4.09M -$152K -1,298 -4%
WQ
206
Wealth Quarterback
New Jersey
$4.07M +$4.07M +34,773 New
LB
207
Leo Brokerage
Texas
$4.04M +$4.04M +34,443 New
FAM
208
Flaharty Asset Management
Florida
$3.98M -$494K -4,219 -11%
SDAM
209
Shulman DeMeo Asset Management
New York
$3.96M -$260K -2,216 -6%
GLLW
210
Graves Light Lenhart Wealth
Virginia
$3.95M – – –
CIBC Private Wealth Group
211
CIBC Private Wealth Group
Georgia
$3.95M -$37.7K -432 -0.9%
GFL
212
Granite FO LLC
New Hampshire
$3.92M +$270K +2,300 +7%
RWA
213
Redhawk Wealth Advisors
Minnesota
$3.91M +$205K +1,753 +6%
AFG
214
Albion Financial Group
Utah
$3.89M -$8.67K -74 -0.2%
NF
215
Nikulski Financial
Iowa
$3.86M -$8.67K -74 -0.2%
KA
216
Klingman & Associates
New York
$3.83M -$5.86K -50 -0.2%
FCFC
217
First Commonwealth Financial Corp
Pennsylvania
$3.83M -$109K -933 -3%
MMHP
218
Murphy Middleton Hinkle & Parker
Georgia
$3.7M +$95.9K +818 +3%
SGCA
219
Steel Grove Capital Advisors
Tennessee
$3.69M -$562K -4,796 -13%
Thrivent Financial for Lutherans
220
Thrivent Financial for Lutherans
Minnesota
$3.68M -$381K -3,258 -9%
GWM
221
Geneos Wealth Management
Colorado
$3.65M +$200K +1,706 +6%
JWCA
222
J.W. Cole Advisors
Florida
$3.6M +$198K +1,690 +6%
RWA
223
Redmont Wealth Advisors
Illinois
$3.54M +$3.31M +28,220 +1,411%
FA
224
FDx Advisors
Illinois
$3.54M – – –
CAM
225
Cresset Asset Management
Illinois
$3.51M -$2.14M -18,235 -38%
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