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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 %
KWM
326
Kaydan Wealth Management
Michigan
$2.05M +$18.9K +161 +0.9%
AWM
327
Aberdeen Wealth Management
Illinois
$2.04M -$22.5K -191 -1%
WB
328
WesBanco Bank
West Virginia
$2.03M +$50.1K +426 +3%
AIM
329
Allen Investment Management
New York
$1.98M – – –
SAF
330
Smith Anglin Financial
Texas
$1.97M +$725K +6,158 +58%
PA
331
Parallel Advisors
California
$1.96M -$70.4K -598 -3%
CCWA
332
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.96M – – –
WPW
333
Waldron Private Wealth
Pennsylvania
$1.95M – – –
CL
334
CPWM LLC
Washington
$1.94M -$975K -8,283 -33%
IAG
335
Investment Advisory Group
Massachusetts
$1.94M -$5.42K -46 -0.3%
CHC
336
City Holding Co
West Virginia
$1.94M +$338K +2,873 +21%
Citigroup
337
Citigroup
New York
$1.94M +$55.9K +475 +3%
VFA
338
Valeo Financial Advisors
Indiana
$1.93M +$4.24K +36 +0.2%
Carson Wealth (CWM LLC)
339
Carson Wealth (CWM LLC)
Nebraska
$1.92M +$320K +2,721 +20%
TCA
340
Transcend Capital Advisors
New Jersey
$1.92M +$151K +1,281 +9%
OA
341
Operose Advisors
Wisconsin
$1.91M +$12.9K +110 +0.7%
WA
342
Wambolt & Associates
Colorado
$1.9M -$14.7K -125 -0.8%
FSA
343
Franklin Street Advisors
North Carolina
$1.88M – – –
CGH
344
CMG Global Holdings
Texas
$1.87M -$54.1K -460 -3%
FCH
345
Freestone Capital Holdings
Washington
$1.87M +$16.2K +138 +0.9%
FCI
346
Financial Counselors Inc
Kansas
$1.83M -$33.1K -281 -2%
WP
347
WealthSource Partners
California
$1.83M +$238K +2,026 +15%
ECG
348
Edge Capital Group
Georgia
$1.82M +$647K +5,498 +55%
MFA
349
Mayflower Financial Advisors
Massachusetts
$1.81M -$53K -450 -3%
RB
350
Renasant Bank
Mississippi
$1.81M +$1.18K +10 +0.1%
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