DVY icon

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.

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

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$989M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$294M
3
Wells Fargo
3
Wells Fargo
California
$467M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$60.4M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$73.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.61B 13,745,984 +6,842,823 +99%
Bank of America
2
Bank of America
North Carolina
$989M 8,440,147 -1,176,032 -12%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$490M 4,181,422 -130,527 -3%
Wells Fargo
4
Wells Fargo
California
$467M 3,988,089 -390,663 -9%
Northern Trust
5
Northern Trust
Illinois
$379M 3,232,019 -214,598 -6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$348M 2,972,312 +393,001 +15%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$294M 2,512,286 -592,023 -19%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$210M 1,792,950 +572,394 +47%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$204M 1,742,979 -147,209 -8%
Truist Financial
10
Truist Financial
North Carolina
$176M 1,505,448 +84,251 +6%
LPL Financial
11
LPL Financial
California
$175M 1,495,803 +42,399 +3%
US Bancorp
12
US Bancorp
Minnesota
$160M 1,362,056 -56,924 -4%
UBS Group
13
UBS Group
Switzerland
$147M 1,257,385 -8,686 -0.7%
NAM
14
Nissay Asset Management
Japan
$137M 1,165,501 – –
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$110M 935,905 -224,805 -19%
NCM
16
Northside Capital Management
Oregon
$79.9M 681,409 +152 +0%
Goldman Sachs
17
Goldman Sachs
New York
$77.2M 658,440 -261,104 -28%
Ameriprise
18
Ameriprise
Minnesota
$76.3M 649,463 +14,627 +2%
RJA
19
Raymond James & Associates
Florida
$74.4M 634,546 -7,086 -1%
Osaic Holdings
20
Osaic Holdings
Arizona
$73.1M 623,638 -321,300 -34%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$73.1M 623,672 -18,142 -3%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$60.4M 515,674 -355,517 -41%
Comerica Bank
23
Comerica Bank
Texas
$58.9M 502,482 -65,706 -12%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$57.1M 486,890 -110,609 -19%
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$49.2M 419,944 -118,785 -22%
1
2 3 4 5