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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,166 hedge funds and large institutions have $8.45B invested in iShares Select Dividend ETF in 2021 Q4 according to their latest regulatory filings, with 209 funds opening new positions, 397 increasing their positions, 305 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,166
Holders Change
+144
Holders Change %
+14.09%
% of All Funds
18.01%
Holding in Top 10
38
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+22.58%
% of All Funds
0.59%
New
209
Increased
397
Reduced
305
Closed
45
Calls
$105M
Puts
$23.5M
Net Calls
+$81.4M
Net Calls Change
+$57.3M

Top Buyers

1
HI
Horizon Investments
North Carolina
$73.9M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$212M
3
Wells Fargo
Wells Fargo
California
$666M
4
PI
PFS Investments
Georgia
$33.4M
5
Federated Hermes
Federated Hermes
Pennsylvania
$31.6M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$26.3M
2
SEM
Strategic Equity Management
Arizona
$8.24M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$51.8M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$107M
5
AI
AXS Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFCI
251
Comprehensive Financial Consultants Institutional
Indiana
$2.7M +$2.7M +21,817 New
GTAM
252
Global Trust Asset Management
Florida
$2.69M -$36.7K -299 -1%
SB
253
Simmons Bank
Arkansas
$2.65M -$78.1K -637 -3%
LC
254
Landaas & Company
Wisconsin
$2.61M +$1.84K +15 +0.1%
FFS
255
Founders Financial Securities
Maryland
$2.6M +$2.16M +17,613 +486%
Voloridge Investment Management
256
Voloridge Investment Management
Florida
$2.58M +$2.58M +21,076 New
CGA
257
Crescent Grove Advisors
Illinois
$2.57M +$41.2K +336 +2%
LFAS
258
Level Four Advisory Services
Texas
$2.57M +$1.13M +9,178 +78%
PL
259
Plancorp LLC
Missouri
$2.57M – – –
FB
260
Fulton Bank
Pennsylvania
$2.56M – – –
PNC
261
Park National Corp
Ohio
$2.56M -$292K -2,380 -10%
EWM
262
Evercore Wealth Management
New York
$2.55M -$12.3K -100 -0.5%
CAGAS
263
Capital Advisory Group Advisory Services
Minnesota
$2.55M -$12.3K -100 -0.5%
CGH
264
Crossmark Global Holdings
Texas
$2.52M -$127K -1,040 -5%
JWA
265
JFS Wealth Advisors
Pennsylvania
$2.52M -$430K -3,510 -15%
Cerity Partners
266
Cerity Partners
New York
$2.5M +$1.45M +15,229 +138%
MWM
267
Mascoma Wealth Management
New Hampshire
$2.5M +$304K +2,481 +14%
FFN
268
Focus Financial Network
Minnesota
$2.47M +$342K +2,793 +16%
APA
269
American Portfolios Advisors
New York
$2.46M +$270K +2,199 +12%
FPS
270
Fieldpoint Private Securities
Connecticut
$2.43M – – –
FA
271
Flagstar Advisors
New York
$2.37M +$186K +1,518 +9%
HSBC Holdings
272
HSBC Holdings
United Kingdom
$2.36M +$24.5K +200 +1%
FIM
273
Fernwood Investment Management
Massachusetts
$2.34M – – –
NCM
274
Narwhal Capital Management
Georgia
$2.33M +$20.8K +170 +0.9%
CWS
275
Cypress Wealth Services
California
$2.33M +$126K +1,030 +6%
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