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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,027 hedge funds and large institutions have $7.95B invested in iShares Select Dividend ETF in 2021 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 388 increasing their positions, 296 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,027
Holders Change
+26
Holders Change %
+2.6%
% of All Funds
17.93%
Holding in Top 10
42
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.53%
% of All Funds
0.73%
New
81
Increased
388
Reduced
296
Closed
44
Calls
$165M
Puts
$21.3M
Net Calls
+$144M
Net Calls Change
+$47M

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$254M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$97.2M
3
PI
3
PFS Investments
Georgia
$108M
4
Morgan Stanley
4
Morgan Stanley
New York
$664M
5
HNB
5
Huntington National Bank
Ohio
$24.7M

Top Sellers

1
PIM
1
Parker Investment Management
California
$0
2
AF
2
Ally Financial
Michigan
$15.2M
3
AC
3
Allstate Corporation
Illinois
$0
4
Wells Fargo
4
Wells Fargo
California
$608M
5
BlackRock
5
BlackRock
New York
$63M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
251
Evercore Wealth Management
New York
$2.47M -$95.5K -819 -4%
PL
252
Plancorp LLC
Missouri
$2.44M -$159K -1,366 -6%
FB
253
Fulton Bank
Pennsylvania
$2.44M – – –
NL
254
NWAM LLC
Washington
$2.41M -$21.3K -183 -0.9%
OIA
255
Optimum Investment Advisors
Illinois
$2.38M -$130K -1,113 -5%
CAGAS
256
Capital Advisory Group Advisory Services
Minnesota
$2.37M +$455K +3,900 +24%
VCM
257
Virtue Capital Management
Tennessee
$2.37M -$269K -2,303 -10%
FHA
258
First Horizon Advisors
Tennessee
$2.36M -$186K -1,598 -7%
LFAS
259
Level Four Advisory Services
Texas
$2.35M -$75.7K -649 -3%
FPS
260
Fieldpoint Private Securities
Connecticut
$2.34M +$151K +1,275 +7%
PP
261
Palladium Partners
Virginia
$2.33M -$55.4K -475 -2%
ATC
262
Argent Trust Co
Tennessee
$2.32M -$71.5K -613 -3%
CGA
263
Crescent Grove Advisors
Illinois
$2.31M +$76.5K +656 +3%
PPA
264
Parametric Portfolio Associates
Washington
$2.3M +$1.56M +13,343 +211%
AWA
265
Arete Wealth Advisors
Illinois
$2.26M +$879K +7,532 +64%
ZF
266
Zhang Financial
Michigan
$2.26M +$12.9K +111 +0.6%
WA
267
Wambolt & Associates
Colorado
$2.25M +$133K +1,129 +6%
FWCM
268
Ferguson Wellman Capital Management
Oregon
$2.24M +$47.2K +405 +2%
JWCA
269
J.W. Cole Advisors
Florida
$2.23M +$385K +3,303 +21%
HSBC Holdings
270
HSBC Holdings
United Kingdom
$2.22M -$528K -4,529 -19%
PPP
271
Private Portfolio Partners
New Jersey
$2.22M +$22.5K +193 +1%
NCM
272
Narwhal Capital Management
Georgia
$2.22M +$44.3K +380 +2%
BDWM
273
Brewin Dolphin Wealth Management
Ireland
$2.2M -$30.3K -260 -1%
Susquehanna International Group
274
Susquehanna International Group
Pennsylvania
$2.2M -$6.11M -52,434 -74%
ONST
275
Old North State Trust
North Carolina
$2.19M -$319K -2,738 -13%
9 10
11
12 13