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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.

Holders
1,193
Holders Change
-41
Holders Change %
-3.32%
% of All Funds
19.1%
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
1
Nissay Asset Management
Japan
$211M
2
M1FG
2
Mach-1 Financial Group
Arkansas
$52M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$494M
4
ST
4
Sageworth Trust
Pennsylvania
$47.5M
5
CA
5
Cetera Advisors
Colorado
$82.7M

Top Sellers

1
Mariner
1
Mariner
Kansas
$49.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$838M
3
Truist Financial
3
Truist Financial
North Carolina
$286M
4
SPWG
4
Syntegra Private Wealth Group
Missouri
$2.4M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$147M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.24B 10,595,694 -118,522 -1%
Morgan Stanley
2
Morgan Stanley
New York
$838M 7,155,531 -492,939 -6%
Wells Fargo
3
Wells Fargo
California
$626M 5,341,518 -240,590 -4%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$546M 4,661,182 +2,991 +0.1%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$494M 4,215,395 +243,940 +6%
Northern Trust
6
Northern Trust
Illinois
$409M 3,489,300 +5,609 +0.2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$294M 2,506,937 -32,507 -1%
Truist Financial
8
Truist Financial
North Carolina
$286M 2,439,424 -345,135 -12%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$259M 2,208,820 -108,985 -5%
NAM
10
Nissay Asset Management
Japan
$211M 1,796,415 +1,796,415 New
LPL Financial
11
LPL Financial
California
$205M 1,752,076 +33,708 +2%
US Bancorp
12
US Bancorp
Minnesota
$179M 1,524,073 -97,364 -6%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$160M 1,362,540 +67,272 +5%
UBS Group
14
UBS Group
Switzerland
$158M 1,352,479 -192,999 -12%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$147M 1,252,379 -327,494 -21%
Ameriprise
16
Ameriprise
Minnesota
$125M 1,066,953 -71,902 -6%
JPMPWA
17
J.P. Morgan Private Wealth Advisors
California
$111M 945,040 -101,854 -10%
Goldman Sachs
18
Goldman Sachs
New York
$110M 937,914 +35,479 +4%
Osaic Holdings
19
Osaic Holdings
Arizona
$87M 742,174 -23,230 -3%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$85.9M 732,663 -16,071 -2%
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$85.8M 732,137 -29,697 -4%
GW
22
GW & Wade
Massachusetts
$85.3M 727,739 +50,360 +7%
CA
23
Cetera Advisors
Colorado
$82.7M 705,978 +110,628 +19%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$82.4M 703,318 -3,228 -0.5%
PCIA
25
Prime Capital Investment Advisors
Kansas
$79.2M 676,071 -143,343 -17%
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