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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 %
CA
376
CoreCap Advisors
Michigan
$1.74M +$1.03M +8,035 +145%
Carson Wealth (CWM LLC)
377
Carson Wealth (CWM LLC)
Nebraska
$1.74M +$262K +2,049 +18%
OIA
378
OneDigital Investment Advisors
Kansas
$1.73M +$190K +1,484 +12%
WP
379
WealthSource Partners
California
$1.73M +$326K +2,547 +23%
BFEC
380
Benjamin F. Edwards & Company
Missouri
$1.71M -$69.6K -543 -4%
MA
381
MKT Advisors
California
$1.69M +$32.8K +262 +2%
CBN
382
Cadence Bank NA
Texas
$1.68M -$13.2K -103 -0.8%
NCM
383
NCM Capital Management
New Jersey
$1.68M – – –
SWM
384
Sugarloaf Wealth Management
Georgia
$1.67M +$512 +4 +0%
SNBOSD
385
Security National Bank of So Dak
Iowa
$1.67M -$577K -4,500 -26%
PS
386
Planned Solutions
California
$1.66M +$120K +934 +8%
AP
387
Adero Partners
California
$1.65M – – –
AW
388
ACG Wealth
Georgia
$1.64M -$41.9K -327 -2%
AI
389
Atria Investments
North Carolina
$1.64M +$210K +1,638 +15%
JCM
390
Jag Capital Management
Missouri
$1.63M -$4.91K -43 -0.3%
GAM
391
Gould Asset Management
California
$1.63M -$120K -940 -7%
PWP
392
Perfromance Wealth Partners
Illinois
$1.62M -$3.2K -25 -0.2%
GEA
393
Glen Eagle Advisors
New Jersey
$1.62M +$64.1K +500 +4%
XF
394
XML Financial
Maryland
$1.62M -$6.28K -49 -0.4%
HIA
395
Harbor Investment Advisory
Maryland
$1.6M +$95.4K +744 +6%
AL
396
Aspiriant LLC
California
$1.6M -$116K -909 -7%
VVP
397
Venture Visionary Partners
Ohio
$1.6M +$8.84K +69 +0.6%
AllianceBernstein
398
AllianceBernstein
Tennessee
$1.6M +$1.12M +8,749 +236%
WFA
399
Wellspring Financial Advisors
Ohio
$1.59M +$2.18K +17 +0.1%
CPIG
400
Chicago Partners Investment Group
Illinois
$1.59M -$21K -168 -1%
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