DVY icon

iShares Select Dividend ETF
DVY

Overview Fund Activity

1,166 hedge funds and large institutions have $8.45B invested in iShares Select Dividend ETF in 2021 Q4 according to their latest regulatory filings, with 209 funds opening new positions, 397 increasing their positions, 305 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,166
Holders Change
+144
Holders Change %
+14.09%
% of All Funds
18.01%
Holding in Top 10
38
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+22.58%
% of All Funds
0.59%
New
209
Increased
397
Reduced
305
Closed
45
Calls
$105M
Puts
$23.5M
Net Calls
+$81.4M
Net Calls Change
+$57.3M

Top Buyers

1
HI
Horizon Investments
North Carolina
+$73.9M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$42.7M
3
Wells Fargo
Wells Fargo
California
+$39.1M
4
PI
PFS Investments
Georgia
+$33.4M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$30.1M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$24.5M
2
SEM
Strategic Equity Management
Arizona
-$8.06M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$5.81M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$4.51M
5
AI
AXS Investments
New York
-$4.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
351
Jag Capital Management
Missouri
$1.76M – – –
SFM
352
Signet Financial Management
New Jersey
$1.75M +$3.56K +29 +0.2%
OFS
353
Oldfather Financial Services
Nebraska
$1.74M +$25K +200 +1%
RIA
354
Regal Investment Advisors
Michigan
$1.73M +$70.9K +578 +4%
RWA
355
River Wealth Advisors
Pennsylvania
$1.71M -$5.39K -44 -0.3%
SWP
356
Summit Wealth Partners
Florida
$1.71M +$8.7K +71 +0.5%
BFEC
357
Benjamin F. Edwards & Company
Missouri
$1.7M -$16.9K -138 -1%
MCCP
358
Mission Creek Capital Partners
California
$1.69M -$40.1K -327 -2%
MFW
359
Meristem Family Wealth
Minnesota
$1.68M – – –
GFP
360
Gryphon Financial Partners
Ohio
$1.68M +$123 +1 +0%
GKIM
361
GW&K Investment Management
Massachusetts
$1.67M +$1.67M +13,652 New
GAM
362
Gould Asset Management
California
$1.67M +$68K +555 +4%
CHC
363
City Holding Co
West Virginia
$1.66M -$2.72K -22 -0.2%
AL
364
Aspiriant LLC
California
$1.65M +$364K +2,965 +28%
CWA
365
Clarus Wealth Advisors
Arizona
$1.62M +$1.13M +8,932 +233%
CBN
366
Cadence Bank NA
Texas
$1.62M -$18.8K -153 -1%
AW
367
ACG Wealth
Georgia
$1.61M +$157K +1,277 +11%
MA
368
MKT Advisors
California
$1.61M +$1.61M +13,239 New
NCM
369
NCM Capital Management
New Jersey
$1.61M +$1.61M +13,097 New
SWM
370
Sugarloaf Wealth Management
Georgia
$1.6M -$30.3K -247 -2%
PSUF
371
People's United Financial
Connecticut
$1.6M -$603K -4,922 -27%
CNBTD
372
Citizens National Bank Trust Department
Mississippi
$1.59M -$22.7K -185 -1%
CPIG
373
Chicago Partners Investment Group
Illinois
$1.59M +$50.6K +410 +3%
AP
374
Adero Partners
California
$1.58M – – –
PWP
375
Perfromance Wealth Partners
Illinois
$1.56M +$1.56M +12,684 New
13 14
15
16 17