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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,027 hedge funds and large institutions have $7.95B invested in iShares Select Dividend ETF in 2021 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 388 increasing their positions, 296 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,027
Holders Change
+26
Holders Change %
+2.6%
% of All Funds
17.93%
Holding in Top 10
42
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.53%
% of All Funds
0.73%
New
81
Increased
388
Reduced
296
Closed
44
Calls
$165M
Puts
$21.3M
Net Calls
+$144M
Net Calls Change
+$47M

Top Buyers

1
HI
Horizon Investments
North Carolina
$254M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$97.2M
3
PI
PFS Investments
Georgia
$108M
4
Morgan Stanley
Morgan Stanley
New York
$664M
5
HNB
Huntington National Bank
Ohio
$24.7M

Top Sellers

1
PIM
Parker Investment Management
California
$0
2
AF
Ally Financial
Michigan
$15.2M
3
AC
Allstate Corporation
Illinois
$0
4
Wells Fargo
Wells Fargo
California
$608M
5
BlackRock
BlackRock
New York
$63M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
351
Sugarloaf Wealth Management
Georgia
$1.55M +$1.5M +12,885 +3,068%
WB
352
WesBanco Bank
West Virginia
$1.55M +$11.7K +100 +0.8%
SS
353
Sunbelt Securities
Texas
$1.54M +$115 +1 +0%
GAM
354
Gould Asset Management
California
$1.52M -$217K -1,865 -13%
WB
355
Webster Bank
Connecticut
$1.51M – – –
RIA
356
Regal Investment Advisors
Michigan
$1.51M +$1.51M +12,925 New
AP
357
Adero Partners
California
$1.5M +$29.2K +250 +2%
CNBTD
358
Citizens National Bank Trust Department
Mississippi
$1.48M +$883K +7,576 +148%
TCMP
359
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.48M +$247K +2,114 +20%
IRC
360
Investors Research Corp
Georgia
$1.46M -$1.87K -16 -0.1%
AW
361
ACG Wealth
Georgia
$1.45M -$310K -2,654 -18%
XF
362
XML Financial
Maryland
$1.44M -$2.33K -20 -0.2%
IWS
363
Insight Wealth Strategies
California
$1.42M +$752K +6,447 +112%
SFG
364
SageGuard Financial Group
Tennessee
$1.42M -$83.8K -719 -6%
WW
365
Westshore Wealth
California
$1.41M – – –
WCM
366
WealthBridge Capital Management
Ohio
$1.41M +$131K +1,127 +10%
CBN
367
Cadence Bank NA
Texas
$1.4M +$6.88K +59 +0.5%
FCFC
368
First Citizens Financial Corp
Iowa
$1.4M – – –
EW
369
Evoke Wealth
California
$1.4M +$48.2K +413 +4%
EWA
370
EP Wealth Advisors
California
$1.4M +$56.2K +482 +4%
RMAM
371
Raab & Moskowitz Asset Management
New Jersey
$1.39M +$23.3K +200 +2%
HIA
372
Harbor Investment Advisory
Maryland
$1.39M -$40.1K -344 -3%
PS
373
Planned Solutions
California
$1.39M +$93.5K +802 +7%
PGA
374
Portland Global Advisors
Maine
$1.38M -$75.8K -650 -5%
MFG
375
Magnus Financial Group
New York
$1.38M -$7.82K -67 -0.6%
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