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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,181 hedge funds and large institutions have $10.3B invested in iShares Select Dividend ETF in 2022 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 478 increasing their positions, 310 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,181
Holders Change
+15
Holders Change %
+1.29%
% of All Funds
18.69%
Holding in Top 10
47
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+23.68%
% of All Funds
0.74%
New
92
Increased
478
Reduced
310
Closed
61
Calls
$99.2M
Puts
$35.3M
Net Calls
+$63.9M
Net Calls Change
-$17.5M

Top Buyers

1
JSW
Journey Strategic Wealth
New Jersey
$344M
2
Bank of America
Bank of America
North Carolina
$1.16B
3
CIAS
CBIZ Investment Advisory Services
Ohio
$116M
4
SFS
Sowell Financial Services
Arkansas
$113M
5
Truist Financial
Truist Financial
North Carolina
$295M

Top Sellers

1
AF
Ally Financial
Michigan
$0
2
HNB
Huntington National Bank
Ohio
$31.7M
3
Federated Hermes
Federated Hermes
Pennsylvania
$10.4M
4
MHI
Miller Howard Investments
New York
$25.5M
5
Charles Schwab
Charles Schwab
California
$6.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
226
Ameritas Advisory Services
Nebraska
$3.87M +$258K +2,011 +7%
MMHP
227
Murphy Middleton Hinkle & Parker
Georgia
$3.83M +$10.8K +84 +0.3%
GWM
228
Geneos Wealth Management
Colorado
$3.82M +$259K +2,021 +7%
SFA
229
Sequoia Financial Advisors
Ohio
$3.79M +$824K +6,435 +28%
TPWA
230
TRUE Private Wealth Advisors
Oregon
$3.75M +$1.67M +12,961 +80%
MWM
231
Mascoma Wealth Management
New Hampshire
$3.71M +$1.1M +8,569 +42%
FANJ
232
Financial Architects (New Jersey)
New Jersey
$3.69M -$12.3K -96 -0.3%
OPCM
233
Osborne Partners Capital Management
California
$3.6M -$125K -975 -3%
PGFC
234
Peapack-Gladstone Financial Corp
New Jersey
$3.49M +$292K +2,276 +9%
GT
235
Glenview Trust
Kentucky
$3.47M +$13.5K +105 +0.4%
HGERS
236
Householder Group Estate & Retirement Specialist
Arizona
$3.39M -$46.8K -365 -1%
CAG
237
Csenge Advisory Group
Florida
$3.38M -$499K -3,892 -13%
AA
238
Argent Advisors
Louisiana
$3.36M -$778K -6,070 -19%
OC
239
Oppenheimer & Co
New York
$3.33M +$61.1K +477 +2%
CA
240
Clearstead Advisors
Ohio
$3.32M -$1M -7,815 -23%
GPA
241
Guidance Point Advisors
Massachusetts
$3.29M +$48.3K +377 +1%
WT
242
Whittier Trust
California
$3.28M -$1.47M -11,477 -31%
IAN
243
Integrated Advisors Network
Texas
$3.28M +$1.07M +8,371 +49%
AFS
244
Access Financial Services
Minnesota
$3.24M +$27.9K +218 +0.9%
VWM
245
Venturi Wealth Management
Texas
$3.21M +$3.21M +25,025 New
EAM
246
Evanson Asset Management
California
$3.19M +$22.8K +178 +0.7%
PFT
247
Providence First Trust
Arizona
$3.18M +$109K +852 +4%
CL
248
CPWM LLC
Washington
$3.18M +$152K +1,187 +5%
JIC
249
Joel Isaacson & Co
New York
$3.15M +$14.9K +115 +0.5%
AF
250
Allworth Financial
California
$3.15M -$140K -1,089 -4%
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