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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,229 hedge funds and large institutions have $9.37B invested in iShares Select Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 330 increasing their positions, 471 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,229
Holders Change
+82
Holders Change %
+7.15%
% of All Funds
18.02%
Holding in Top 10
34
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.56%
% of All Funds
0.5%
New
145
Increased
330
Reduced
471
Closed
49
Calls
$46.5M
Puts
$28.8M
Net Calls
+$17.7M
Net Calls Change
-$23.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.61B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$210M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$348M
4
HI
Horizon Investments
North Carolina
$40.5M
5
MHI
Miller Howard Investments
New York
$47.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$989M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$294M
3
Wells Fargo
Wells Fargo
California
$467M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$60.4M
5
Osaic Holdings
Osaic Holdings
Arizona
$73.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
201
FAS Wealth Partners
Kansas
$3.53M -$98.5K -840 -3%
Thrivent Financial for Lutherans
202
Thrivent Financial for Lutherans
Minnesota
$3.5M -$74.6K -636 -2%
JIC
203
Johnson Investment Counsel
Ohio
$3.41M -$103K -881 -3%
TFS
204
Thoroughbred Financial Services
Tennessee
$3.41M -$2.81M -24,003 -45%
KWM
205
Keebeck Wealth Management
Illinois
$3.39M -$125K -1,064 -4%
FAM
206
Flaharty Asset Management
Florida
$3.39M -$184K -1,569 -5%
AF
207
Allworth Financial
California
$3.36M +$31.5K +269 +0.9%
FCFC
208
First Commonwealth Financial Corp
Pennsylvania
$3.26M -$140K -1,196 -4%
HW
209
Hancock Whitney
Mississippi
$3.24M +$280K +2,391 +9%
PRWA
210
Platte River Wealth Advisors
Colorado
$3.23M -$424K -3,618 -12%
AllianceBernstein
211
AllianceBernstein
Tennessee
$3.2M -$619K -5,283 -16%
MWM
212
Mascoma Wealth Management
New Hampshire
$3.18M -$2.06M -17,605 -39%
GA
213
GoalVest Advisory
New York
$3.17M +$84.5K +721 +3%
DADC
214
D.A. Davidson & Co
Montana
$3.16M +$384K +3,279 +14%
B
215
Bensler
Washington
$3.15M -$426K -3,636 -12%
MMA
216
Miracle Mile Advisors
California
$3.11M -$840K -7,169 -21%
Focus Partners Wealth
217
Focus Partners Wealth
Massachusetts
$3.09M +$3.09M +26,340 New
Qube Research & Technologies (QRT)
218
Qube Research & Technologies (QRT)
United Kingdom
$3.08M +$474K +4,045 +18%
WQ
219
Wealth Quarterback
New Jersey
$3.05M -$3.22M -27,507 -51%
CAL
220
Capital Analysts LLC
Pennsylvania
$3.04M +$644K +5,497 +27%
NCM
221
Narwhal Capital Management
Georgia
$3.02M -$2.23K -19 -0.1%
ST
222
Sageworth Trust
Pennsylvania
$3.02M -$30.1M -256,418 -91%
RMAM
223
Raab & Moskowitz Asset Management
New Jersey
$3.01M +$424K +3,621 +16%
JWA
224
JFS Wealth Advisors
Pennsylvania
$2.99M +$76.2K +650 +3%
GPA
225
Guidance Point Advisors
Massachusetts
$2.98M +$4.58K +39 +0.2%
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