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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 %
GFL
201
Granite FO LLC
New Hampshire
$3.78M – – –
SSW
202
Smith Shellnut Wilson
Mississippi
$3.77M +$612K +5,400 +19%
CAS
203
Coppell Advisory Solutions
Texas
$3.76M -$3.37M -29,921 -47%
NF
204
Nikulski Financial
Iowa
$3.76M +$24.2K +214 +0.6%
LP
205
LGL Partners
Pennsylvania
$3.75M +$593K +5,233 +19%
AFG
206
Albion Financial Group
Utah
$3.74M -$18.1K -160 -0.5%
AllianceBernstein
207
AllianceBernstein
Tennessee
$3.71M +$334K +2,951 +10%
GLLW
208
Graves Light Lenhart Wealth
Virginia
$3.71M -$113K -1,000 -3%
JIC
209
Johnson Investment Counsel
Ohio
$3.66M -$338K -2,985 -8%
B
210
Bensler
Washington
$3.57M -$381K -3,362 -10%
Vanguard Group
211
Vanguard Group
Pennsylvania
$3.56M +$3.56M +31,440 New
FAM
212
Flaharty Asset Management
Florida
$3.52M -$335K -2,956 -9%
MMHP
213
Murphy Middleton Hinkle & Parker
Georgia
$3.52M -$59.4K -524 -2%
PRWA
214
Platte River Wealth Advisors
Colorado
$3.49M -$488K -4,310 -12%
JWCA
215
J.W. Cole Advisors
Florida
$3.43M -$46K -406 -1%
RWA
216
Redmont Wealth Advisors
Illinois
$3.42M – – –
FCFC
217
First Commonwealth Financial Corp
Pennsylvania
$3.39M -$308K -2,719 -8%
GWM
218
Geneos Wealth Management
Colorado
$3.38M -$150K -1,325 -4%
SGCA
219
Steel Grove Capital Advisors
Tennessee
$3.35M -$218K -1,921 -6%
CA
220
Clearstead Advisors
Ohio
$3.32M +$146K +1,285 +5%
SFS
221
Sowell Financial Services
Arkansas
$3.29M +$456K +4,028 +16%
AI
222
Atria Investments
North Carolina
$3.28M +$1.68M +14,816 +105%
PFS
223
Prospera Financial Services
Texas
$3.28M -$876K -7,734 -21%
STA
224
Summit Trail Advisors
New York
$3.23M -$2.15M -18,957 -40%
GTAM
225
Global Trust Asset Management
Florida
$3.23M -$27.2K -240 -0.8%
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