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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 %
MSFS
351
Main Street Financial Solutions
Pennsylvania
$1.8M -$169K -1,439 -9%
CCG
352
Cypress Capital Group
Florida
$1.79M -$94.1K -800 -5%
AMG
353
Asset Management Group
Connecticut
$1.79M -$10.7K -91 -0.6%
FWM
354
Frontier Wealth Management
Missouri
$1.79M +$25.7K +218 +1%
TAM
355
Townsend Asset Management
North Carolina
$1.79M +$8.59K +73 +0.5%
EWA
356
EP Wealth Advisors
California
$1.78M -$74.7K -635 -4%
SIC
357
Salem Investment Counselors
North Carolina
$1.77M – – –
RIA
358
Richwood Investment Advisors
Ohio
$1.76M -$29.4K -250 -2%
JE
359
JMAC Enterprises
Pennsylvania
$1.76M +$52K +442 +3%
APWA
360
Atlas Private Wealth Advisors
New Jersey
$1.75M -$153K -1,298 -8%
TCMP
361
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.75M -$340K -2,891 -16%
RMAM
362
Raab & Moskowitz Asset Management
New Jersey
$1.74M +$344K +2,920 +25%
EWM
363
Edge Wealth Management
New York
$1.73M +$57.2K +486 +3%
APWM
364
Atlas Private Wealth Management
New York
$1.73M +$19.5K +166 +1%
WF
365
Welch & Forbes
Massachusetts
$1.72M -$106K -900 -6%
GFP
366
Gryphon Financial Partners
Ohio
$1.71M +$91.3K +776 +6%
OFS
367
Oldfather Financial Services
Nebraska
$1.7M – – –
HIA
368
Harbor Investment Advisory
Maryland
$1.69M +$222K +1,884 +15%
FNT
369
First National Trust
Pennsylvania
$1.67M -$21.5K -183 -1%
JCM
370
Jag Capital Management
Missouri
$1.67M -$14.5K -123 -0.9%
LWANC
371
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.66M +$118 +1 +0%
SWP
372
Summit Wealth Partners
Florida
$1.66M +$8.47K +72 +0.5%
SI
373
Stephens Inc
Arkansas
$1.66M -$2.14M -18,194 -56%
AllianceBernstein
374
AllianceBernstein
Tennessee
$1.65M +$188K +1,599 +13%
RWA
375
River Wealth Advisors
Pennsylvania
$1.65M +$45.9K +390 +3%
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