DVY icon

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 %
MFW
301
Mosaic Family Wealth
Missouri
$2.09M -$41.9K -342 -2%
CCWA
302
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.08M +$20.4K +166 +1%
MSFS
303
Main Street Financial Solutions
Pennsylvania
$2.07M -$29K -237 -1%
VFA
304
Valeo Financial Advisors
Indiana
$2.07M +$36.7K +299 +2%
IAG
305
Investment Advisory Group
Massachusetts
$2.07M +$2.07M +16,534 New
AIM
306
Allen Investment Management
New York
$2.06M – – –
KWM
307
Kaydan Wealth Management
Michigan
$2.05M +$2.05M +16,757 New
PA
308
Parallel Advisors
California
$2.04M -$21.3K -174 -1%
WPW
309
Waldron Private Wealth
Pennsylvania
$2.03M +$1.05M +8,570 +107%
FNBT
310
FineMark National Bank & Trust
Florida
$2.03M -$3.07K -25 -0.2%
WA
311
Wambolt & Associates
Colorado
$2.01M -$192K -1,566 -9%
MFG
312
Magnus Financial Group
New York
$2.01M +$553K +4,511 +38%
CGH
313
CMG Global Holdings
Texas
$2M +$53K +432 +3%
APWA
314
Atlas Private Wealth Advisors
New Jersey
$2M +$6.37K +52 +0.3%
TPWA
315
TRUE Private Wealth Advisors
Oregon
$1.99M +$1.12M +9,151 +129%
HH
316
Hilltop Holdings
Texas
$1.98M +$219K +1,789 +12%
SFS
317
Sowell Financial Services
Arkansas
$1.98M -$69.4K -566 -3%
FCI
318
Financial Counselors Inc
Kansas
$1.96M -$176K -1,438 -8%
OA
319
Operose Advisors
Wisconsin
$1.96M +$1.96M +16,014 New
FSA
320
Franklin Street Advisors
North Carolina
$1.96M – – –
WF
321
Welch & Forbes
Massachusetts
$1.95M -$40.5K -330 -2%
BCA
322
Bay Colony Advisors
Massachusetts
$1.95M -$108K -881 -5%
EFS
323
Essex Financial Services
Connecticut
$1.95M +$47.2K +385 +2%
MFA
324
Mayflower Financial Advisors
Massachusetts
$1.94M – – –
EWA
325
EP Wealth Advisors
California
$1.93M +$53.1K +433 +3%
11 12
13
14 15