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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,166 hedge funds and large institutions have $9.64B invested in iShares Select Dividend ETF in 2022 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 449 increasing their positions, 316 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,166
Holders Change
-15
Holders Change %
-1.27%
% of All Funds
19.72%
Holding in Top 10
57
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+21.28%
% of All Funds
0.96%
New
81
Increased
449
Reduced
316
Closed
79
Calls
$53.7M
Puts
$24.8M
Net Calls
+$28.9M
Net Calls Change
-$35M

Top Buyers

1
PCIA
Prime Capital Investment Advisors
Kansas
+$99.6M
2
Bank of America
Bank of America
North Carolina
+$96.4M
3
Morgan Stanley
Morgan Stanley
New York
+$70.5M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$66.5M
5
Wells Fargo
Wells Fargo
California
+$57M

Top Sellers

1
JSW
Journey Strategic Wealth
New Jersey
-$195M
2
CIAS
CBIZ Investment Advisory Services
Ohio
-$116M
3
SFS
Sowell Financial Services
Arkansas
-$113M
4
HI
Horizon Investments
North Carolina
-$49.8M
5
PI
PFS Investments
Georgia
-$37.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFS
301
Access Financial Services
Minnesota
$2.26M -$719K -6,113 -24%
CGA
302
Crescent Grove Advisors
Illinois
$2.23M -$368K -3,124 -14%
WLPWM
303
Walled Lake Planning & Wealth Management
Illinois
$2.22M +$11.4K +97 +0.5%
AIM
304
Aspen Investment Management
Michigan
$2.22M +$461K +3,914 +26%
MPCL
305
My Personal CFO LLC
Washington
$2.19M +$353 +3 +0%
CPIA
306
Cornell Pochily Investment Advisors
New York
$2.18M +$824 +7 +0%
HFA
307
High Falls Advisors
New York
$2.18M -$19.9K -169 -0.9%
NCM
308
Narwhal Capital Management
Georgia
$2.18M – – –
CGH
309
Crossmark Global Holdings
Texas
$2.17M -$61.7K -524 -3%
HSBC Holdings
310
HSBC Holdings
United Kingdom
$2.16M -$20.6K -175 -0.9%
MCM
311
Mendel Capital Management
Arkansas
$2.16M +$1.28M +10,899 +146%
SB
312
Simmons Bank
Arkansas
$2.16M -$569K -4,834 -21%
PWA
313
Providence Wealth Advisors
Illinois
$2.15M +$44.2K +380 +2%
MFG
314
Magnus Financial Group
New York
$2.12M +$66.5K +565 +3%
FNBT
315
FineMark National Bank & Trust
Florida
$2.12M +$153K +1,299 +8%
AIM
316
Alhambra Investment Management
Florida
$2.12M +$20.9K +178 +1%
FWCM
317
Ferguson Wellman Capital Management
Oregon
$2.11M -$34.8K -296 -2%
NSCM
318
New South Capital Management
Tennessee
$2.11M – – –
KeyBank National Association
319
KeyBank National Association
Ohio
$2.1M -$64.8K -551 -3%
PIMG
320
Patriot Investment Management Group
Tennessee
$2.1M +$48.3K +411 +2%
CFGS
321
Concourse Financial Group Securities
Alabama
$2.09M -$15.6K -133 -0.7%
BCA
322
Bay Colony Advisors
Massachusetts
$2.08M +$7.58K +62 +0.4%
WAM
323
Weinberger Asset Management
California
$2.08M +$15.7K +133 +0.8%
BDWM
324
Brewin Dolphin Wealth Management
Ireland
$2.06M – – –
PPP
325
Private Portfolio Partners
New Jersey
$2.05M -$121K -1,027 -6%
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