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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
+$42.7M
3
Wells Fargo
Wells Fargo
California
+$39.1M
4
PI
PFS Investments
Georgia
+$33.4M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$30.1M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$24.5M
2
SEM
Strategic Equity Management
Arizona
-$8.06M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$5.81M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$4.51M
5
AI
AXS Investments
New York
-$4.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPP
276
Private Portfolio Partners
New Jersey
$2.31M -$11.3K -92 -0.5%
ZF
277
Zhang Financial
Michigan
$2.3M -$18.1K -148 -0.8%
SWM
278
Spire Wealth Management
Virginia
$2.3M +$1.09M +8,870 +90%
PP
279
Palladium Partners
Virginia
$2.3M -$142K -1,160 -6%
WAM
280
Weinberger Asset Management
California
$2.29M +$2.29M +18,719 New
ATC
281
Argent Trust Co
Tennessee
$2.29M -$121K -989 -5%
FWCM
282
Ferguson Wellman Capital Management
Oregon
$2.29M -$33.1K -270 -1%
CPIA
283
Cornell Pochily Investment Advisors
New York
$2.27M +$8.7K +71 +0.4%
CIA
284
Caerus Investment Advisors
Texas
$2.26M +$2.26M +18,453 New
JWCA
285
J.W. Cole Advisors
Florida
$2.25M +$2.25M +18,376 New
MPCL
286
My Personal CFO LLC
Washington
$2.25M +$2.25M +18,350 New
WLPWM
287
Walled Lake Planning & Wealth Management
Illinois
$2.25M -$48.4K -395 -2%
BIP
288
Bouvel Investment Partners
Pennsylvania
$2.25M +$139K +1,131 +7%
PWA
289
Providence Wealth Advisors
Illinois
$2.24M -$28.5K -225 -1%
BDWM
290
Brewin Dolphin Wealth Management
Ireland
$2.22M -$88.9K -725 -4%
KeyBank National Association
291
KeyBank National Association
Ohio
$2.22M +$23.8K +194 +1%
TI
292
tru Independence
Oregon
$2.22M – – –
FCH
293
Freestone Capital Holdings
Washington
$2.21M +$2.21M +18,027 New
NSCM
294
New South Capital Management
Tennessee
$2.19M – – –
AWM
295
Aberdeen Wealth Management
Illinois
$2.15M +$2.15M +17,521 New
SNBOSD
296
Security National Bank of So Dak
Iowa
$2.15M – – –
ASFA
297
All Season Financial Advisors
Colorado
$2.11M -$183K -1,494 -8%
IAN
298
Integrated Advisors Network
Texas
$2.11M +$184K +1,504 +10%
CFGS
299
Concourse Financial Group Securities
Alabama
$2.11M +$85.9K +701 +4%
IC
300
Intersect Capital
California
$2.1M -$222K -1,813 -10%
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