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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
+$343M
2
Bank of America
Bank of America
North Carolina
+$188M
3
CIAS
CBIZ Investment Advisory Services
Ohio
+$116M
4
SFS
Sowell Financial Services
Arkansas
+$112M
5
Truist Financial
Truist Financial
North Carolina
+$97.1M

Top Sellers

1
AF
Ally Financial
Michigan
-$90.8M
2
HNB
Huntington National Bank
Ohio
-$26.3M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$22.6M
4
MHI
Miller Howard Investments
New York
-$18.1M
5
Charles Schwab
Charles Schwab
California
-$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
301
Palladium Partners
Virginia
$2.39M -$8.59K -67 -0.4%
ATC
302
Argent Trust Co
Tennessee
$2.39M -$1.15K -9 -0%
MPCL
303
My Personal CFO LLC
Washington
$2.38M +$32.4K +253 +1%
CPIA
304
Cornell Pochily Investment Advisors
New York
$2.38M -$1.15K -9 -0%
HSBC Holdings
305
HSBC Holdings
United Kingdom
$2.37M -$89.7K -700 -4%
NCM
306
Narwhal Capital Management
Georgia
$2.37M -$70.2K -548 -3%
PPP
307
Private Portfolio Partners
New Jersey
$2.37M -$41.6K -325 -2%
KeyBank National Association
308
KeyBank National Association
Ohio
$2.35M +$34.1K +266 +1%
FWCM
309
Ferguson Wellman Capital Management
Oregon
$2.34M -$51.9K -405 -2%
PWA
310
Providence Wealth Advisors
Illinois
$2.33M +$48.3K +375 +2%
TI
311
tru Independence
Oregon
$2.32M – – –
NSCM
312
New South Capital Management
Tennessee
$2.29M – – –
CFGS
313
Concourse Financial Group Securities
Alabama
$2.29M +$88K +687 +4%
BAM
314
Belpointe Asset Management
Nevada
$2.29M +$1.11M +8,631 +94%
AIM
315
Alhambra Investment Management
Florida
$2.29M +$425K +3,316 +23%
TCMP
316
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.27M +$269K +2,096 +13%
AWM
317
Aberdeen Wealth Management
Illinois
$2.25M – – –
WAM
318
Weinberger Asset Management
California
$2.24M -$155K -1,207 -6%
MFG
319
Magnus Financial Group
New York
$2.24M +$144K +1,125 +7%
BL
320
Balentine LLC
Georgia
$2.24M +$836K +6,521 +59%
BDWM
321
Brewin Dolphin Wealth Management
Ireland
$2.24M -$83.3K -650 -4%
PA
322
Parallel Advisors
California
$2.24M +$83.6K +646 +4%
PIMG
323
Patriot Investment Management Group
Tennessee
$2.23M +$297K +2,317 +15%
KWM
324
Kaydan Wealth Management
Michigan
$2.21M +$67.7K +528 +3%
EFS
325
Essex Financial Services
Connecticut
$2.21M +$175K +1,365 +9%
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