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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 %
BCA
326
Bay Colony Advisors
Massachusetts
$2.17M +$138K +1,078 +7%
WB
327
WesBanco Bank
West Virginia
$2.16M +$239K +1,865 +12%
AIM
328
Allen Investment Management
New York
$2.15M – – –
FNBT
329
FineMark National Bank & Trust
Florida
$2.14M +$19.2K +150 +0.9%
MSFS
330
Main Street Financial Solutions
Pennsylvania
$2.14M -$27.2K -212 -1%
CCWA
331
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.13M -$41.5K -324 -2%
WPW
332
Waldron Private Wealth
Pennsylvania
$2.13M – – –
IAG
333
Investment Advisory Group
Massachusetts
$2.12M +$641 +5 +0%
IAIM
334
International Assets Investment Management
Florida
$2.11M +$185K +1,442 +10%
VFA
335
Valeo Financial Advisors
Indiana
$2.1M -$63.8K -498 -3%
CGH
336
CMG Global Holdings
Texas
$2.1M +$3.72K +29 +0.2%
WA
337
Wambolt & Associates
Colorado
$2.09M -$21.5K -167 -1%
APWA
338
Atlas Private Wealth Advisors
New Jersey
$2.08M -$10.8K -84 -0.5%
OA
339
Operose Advisors
Wisconsin
$2.07M +$12.7K +99 +0.6%
TF
340
Tompkins Financial
New York
$2.06M +$799K +6,238 +63%
CCG
341
Cypress Capital Group
Florida
$2.06M +$700K +5,464 +52%
Citigroup
342
Citigroup
New York
$2.05M +$1.59M +12,391 +341%
FSA
343
Franklin Street Advisors
North Carolina
$2.05M – – –
MFA
344
Mayflower Financial Advisors
Massachusetts
$2.03M – – –
FCI
345
Financial Counselors Inc
Kansas
$2.02M -$27.8K -217 -1%
EWA
346
EP Wealth Advisors
California
$2.02M +$4.49K +35 +0.2%
TWA
347
TCI Wealth Advisors
Arizona
$2.02M +$146K +1,141 +8%
FCH
348
Freestone Capital Holdings
Washington
$2.02M -$293K -2,286 -13%
WF
349
Welch & Forbes
Massachusetts
$1.99M -$48K -375 -2%
FHA
350
First Horizon Advisors
Tennessee
$1.98M -$1.73M -13,526 -47%
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