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iShares Select Dividend ETF
DVY

Overview Fund Activity

959 hedge funds and large institutions have $5.93B invested in iShares Select Dividend ETF in 2020 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 243 increasing their positions, 361 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+106
Holders Change %
+12.43%
% of All Funds
17.02%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.5%
New
165
Increased
243
Reduced
361
Closed
43
Calls
$163M
Puts
$43.1M
Net Calls
+$120M
Net Calls Change
+$283M

Top Buyers

1
AC
Allstate Corporation
Illinois
+$51M
2
Wells Fargo
Wells Fargo
California
+$46.1M
3
PI
PFS Investments
Georgia
+$28.6M
4
VFP
Verus Financial Partners
Virginia
+$20.7M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$19.2M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$19M
2
HNB
Huntington National Bank
Ohio
-$18.3M
3
AAS
Avantax Advisory Services
Texas
-$14.4M
4
UBS Group
UBS Group
Switzerland
-$10.7M
5
HWA
Heartwood Wealth Advisors
Virginia
-$9.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECG
401
Edge Capital Group
Georgia
$988K – – –
TFCP
402
Twin Focus Capital Partners
Massachusetts
$982K – – –
SAF
403
Smith Anglin Financial
Texas
$982K +$982K +10,205 New
BC
404
Brio Consultants
California
$973K -$34.6K -360 -3%
PFA
405
Pinnacle Family Advisors
Missouri
$970K +$196K +2,039 +25%
BRWA
406
B. Riley Wealth Advisors
Florida
$963K -$114K -1,180 -11%
TF
407
Tompkins Financial
New York
$962K – – –
MWM
408
Mascoma Wealth Management
New Hampshire
$962K +$962K +9,998 New
AC
409
Abbrea Capital
California
$961K +$45.7K +475 +5%
TLP
410
Trinity Legacy Partners
Texas
$957K +$132K +1,370 +16%
RCAG
411
Rehmann Capital Advisory Group
Michigan
$953K +$19.4K +202 +2%
NFG
412
Next Financial Group
Texas
$952K -$51.9K -539 -5%
TFS
413
Thoroughbred Financial Services
Tennessee
$944K -$189K -1,966 -17%
P
414
&Partners
Tennessee
$931K +$438K +4,551 +89%
MIP
415
Marietta Investment Partners
Wisconsin
$930K – – –
BJ
416
Brouwer & Janachowski
California
$929K -$46.2K -480 -5%
HCIA
417
Hochman Cole Investment Advisors
Illinois
$924K +$289 +3 +0%
APP
418
Avantax Planning Partners
Iowa
$912K +$45.8K +476 +5%
OAM
419
Occidental Asset Management
California
$904K – – –
TCMP
420
Thrive Capital Management (Pennsylvania)
Pennsylvania
$892K +$892K +9,273 New
GLA
421
Good Life Advisors
Pennsylvania
$882K -$39K -404 -4%
AWA
422
Acorn Wealth Advisors
Michigan
$882K -$12K -125 -1%
TNB
423
Thomasville National Bank
Georgia
$880K -$316K -3,290 -26%
SCA
424
St. Clair Advisors
Ohio
$874K +$874K +9,090 New
ABC
425
Associated Banc-Corp
Wisconsin
$870K +$30.9K +322 +4%
15 16
17
18 19