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iShares Select Dividend ETF
DVY

Overview Fund Activity

959 hedge funds and large institutions have $5.93B invested in iShares Select Dividend ETF in 2020 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 243 increasing their positions, 361 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+106
Holders Change %
+12.43%
% of All Funds
17.02%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.5%
New
165
Increased
243
Reduced
361
Closed
43
Calls
$163M
Puts
$43.1M
Net Calls
+$120M
Net Calls Change
+$283M

Top Buyers

1
AC
Allstate Corporation
Illinois
+$51M
2
Wells Fargo
Wells Fargo
California
+$46.1M
3
PI
PFS Investments
Georgia
+$28.6M
4
VFP
Verus Financial Partners
Virginia
+$20.7M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$19.2M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$19M
2
HNB
Huntington National Bank
Ohio
-$18.3M
3
AAS
Avantax Advisory Services
Texas
-$14.4M
4
UBS Group
UBS Group
Switzerland
-$10.7M
5
HWA
Heartwood Wealth Advisors
Virginia
-$9.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
226
MMA Asset Management
Pennsylvania
$2.22M +$2.22M +23,035 New
SB
227
Simmons Bank
Arkansas
$2.2M -$85.6K -890 -4%
JIC
228
Joel Isaacson & Co
New York
$2.16M -$1.06M -10,982 -33%
MA
229
Mutual Advisors
Nebraska
$2.16M -$139K -1,445 -6%
FIM
230
Fernwood Investment Management
Massachusetts
$2.14M +$45.6K +474 +2%
PGFC
231
Peapack-Gladstone Financial Corp
New Jersey
$2.13M -$270K -2,812 -11%
OIA
232
Optimum Investment Advisors
Illinois
$2.13M -$110K -1,139 -5%
MCM
233
Monument Capital Management
Virginia
$2.12M +$218K +2,262 +11%
PRWA
234
Platte River Wealth Advisors
Colorado
$2.11M +$691K +6,887 +49%
FHA
235
First Horizon Advisors
Tennessee
$2.11M +$60.4K +628 +3%
LC
236
Landaas & Company
Wisconsin
$2.1M +$23.6K +245 +1%
JIC
237
Johnson Investment Counsel
Ohio
$2.08M -$474K -4,924 -19%
TW
238
Transform Wealth
Colorado
$2.05M +$84.2K +875 +4%
IWAG
239
Integer Wealth Advisors Group
Georgia
$2.05M -$22.8K -229 -1%
FB
240
Fulton Bank
Pennsylvania
$2.03M – – –
PP
241
Palladium Partners
Virginia
$1.97M -$91.4K -950 -4%
SBSB
242
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.94M +$42.1K +438 +2%
ATC
243
Argent Trust Co
Tennessee
$1.91M +$121K +1,260 +7%
APWA
244
Atlas Private Wealth Advisors
New Jersey
$1.91M -$142K -1,477 -7%
BPA
245
Beacon Pointe Advisors
California
$1.89M +$82.3K +854 +5%
CS
246
Comerica Securities
Michigan
$1.89M -$24.2K -252 -1%
AAP
247
Arax Advisory Partners
Colorado
$1.89M +$14.4K +150 +0.8%
SCA
248
Snowden Capital Advisors
New York
$1.88M +$1.25M +12,960 +196%
FMBTD
249
First Midwest Bank Trust Division
Illinois
$1.88M -$822K -8,542 -30%
CG
250
Colony Group
Massachusetts
$1.86M +$1.2M +12,509 +184%
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