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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 %
CGA
276
Crescent Grove Advisors
Illinois
$2.83M +$142K +1,111 +5%
MOS
277
MGO One Seven
Ohio
$2.81M +$868K +6,774 +45%
CFCI
278
Comprehensive Financial Consultants Institutional
Indiana
$2.78M +$17K +134 +0.6%
FB
279
Fulton Bank
Pennsylvania
$2.74M +$59.2K +462 +2%
CAGAS
280
Capital Advisory Group Advisory Services
Minnesota
$2.72M +$55.1K +430 +2%
EWM
281
Evercore Wealth Management
New York
$2.69M +$20.6K +161 +0.8%
PL
282
Plancorp LLC
Missouri
$2.68M – – –
PNC
283
Park National Corp
Ohio
$2.67M – – –
LC
284
Landaas & Company
Wisconsin
$2.61M – – –
DWA
285
Dorsey Wright & Associates
California
$2.59M +$2.59M +20,212 New
HBW
286
Hazlett, Burt & Watson
West Virginia
$2.59M +$2.59M +20,184 New
VCM
287
Virtue Capital Management
Tennessee
$2.55M +$698K +5,449 +38%
JWA
288
JFS Wealth Advisors
Pennsylvania
$2.55M -$80.3K -627 -3%
FTUS
289
Flow Traders U.S.
New York
$2.53M +$1.64M +12,779 +184%
CCM
290
Coldstream Capital Management
Washington
$2.51M -$361K -2,821 -13%
CWS
291
Cypress Wealth Services
California
$2.5M +$64.2K +501 +3%
Cerity Partners
292
Cerity Partners
New York
$2.49M +$154K +1,726 +7%
ZF
293
Zhang Financial
Michigan
$2.48M +$68.3K +533 +3%
HW
294
Hancock Whitney
Mississippi
$2.46M -$1.53M -11,967 -38%
DADC
295
D.A. Davidson & Co
Montana
$2.46M -$416K -3,250 -14%
CGH
296
Crossmark Global Holdings
Texas
$2.43M -$205K -1,600 -8%
WLPWM
297
Walled Lake Planning & Wealth Management
Illinois
$2.41M +$54.3K +424 +2%
Allianz Asset Management
298
Allianz Asset Management
Germany
$2.4M +$2.4M +18,700 New
BIP
299
Bouvel Investment Partners
Pennsylvania
$2.39M +$47.5K +371 +2%
HFA
300
High Falls Advisors
New York
$2.39M -$535K -4,175 -18%
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