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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 %
GG
251
Gofen & Glossberg
Illinois
$3.14M +$256 +2 +0%
NL
252
NWAM LLC
Washington
$3.12M -$685K -5,344 -18%
FCBT
253
First Citizens Bank & Trust
North Carolina
$3.08M -$102K -793 -3%
HTC
254
Haverford Trust Company
Pennsylvania
$3.07M -$45.6K -356 -1%
HWIS
255
Hancock Whitney Investment Services
Louisiana
$3.07M -$159K -1,243 -5%
JWCA
256
J.W. Cole Advisors
Florida
$3.06M +$701K +5,469 +30%
WFM
257
Wolff Financial Management
Michigan
$3.05M +$8.33K +65 +0.3%
HCM
258
Howland Capital Management
Massachusetts
$3.03M -$99.3K -775 -3%
FBB
259
Fulton Breakefield Broenniman
Maryland
$3.03M -$63.8K -498 -2%
CIA
260
Caerus Investment Advisors
Texas
$3.01M +$701K +5,600 +30%
FA
261
Flagstar Advisors
New York
$2.99M +$517K +4,040 +21%
TWC
262
TD Waterhouse Canada
Ontario, Canada
$2.98M +$1.08M +7,348 +56%
PCA
263
Private Capital Advisors
Connecticut
$2.97M – – –
SB
264
Simmons Bank
Arkansas
$2.97M +$198K +1,542 +7%
GTAM
265
Global Trust Asset Management
Florida
$2.96M +$143K +1,120 +5%
State Street
266
State Street
Massachusetts
$2.95M -$203K -1,586 -6%
CAL
267
Capital Analysts LLC
Pennsylvania
$2.91M -$794K -6,200 -21%
AP
268
Arlington Partners
Alabama
$2.9M – – –
HNWAG
269
High Net Worth Advisory Group
Florida
$2.9M +$55K +429 +2%
LFAS
270
Level Four Advisory Services
Texas
$2.87M +$188K +1,467 +7%
FIM
271
Fernwood Investment Management
Massachusetts
$2.86M +$418K +3,264 +17%
TFA
272
Tranquilli Financial Advisor
New Jersey
$2.86M +$990K +7,729 +53%
FDCDDQ
273
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.84M -$26.7K -208 -0.9%
IC
274
Intersect Capital
California
$2.84M +$652K +5,088 +30%
CWA
275
Clarus Wealth Advisors
Arizona
$2.84M +$1.2M +9,376 +73%
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