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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 %
SWA
401
Sutton Wealth Advisors
Florida
$1.25M -$19.4K -166 -2%
BFPW
402
BOK Financial Private Wealth
Colorado
$1.24M -$19.5K -167 -2%
SWM
403
Spire Wealth Management
Virginia
$1.24M -$1.3M -11,128 -51%
BAM
404
Berkshire Asset Management
Pennsylvania
$1.24M -$69.8K -598 -5%
MAM
405
Marquette Asset Management
Minnesota
$1.24M -$5.36K -46 -0.4%
GC
406
Grace Capital
Massachusetts
$1.23M – – –
AL
407
Aspiriant LLC
California
$1.22M +$140K +1,200 +13%
SAF
408
Smith Anglin Financial
Texas
$1.21M +$20.2K +173 +2%
STA
409
Summit Trail Advisors
New York
$1.21M -$3.64M -31,245 -75%
JFG
410
JMG Financial Group
Illinois
$1.21M +$1.21M +10,351 New
CAM
411
Cozad Asset Management
Illinois
$1.2M -$154K -1,320 -11%
AAMC
412
Asset Allocation & Management Company
Illinois
$1.2M – – –
TFCP
413
Twin Focus Capital Partners
Massachusetts
$1.19M – – –
Renaissance Technologies
414
Renaissance Technologies
New York
$1.19M +$1.19M +10,200 New
RCAG
415
Rehmann Capital Advisory Group
Michigan
$1.18M +$14.9K +128 +1%
BC
416
Brio Consultants
California
$1.18M – – –
LPT
417
Legacy Private Trust
Wisconsin
$1.17M -$49.5K -425 -4%
ECG
418
Edge Capital Group
Georgia
$1.16M -$34.1K -292 -3%
NFP
419
Novak Financial Planning
Maryland
$1.16M -$71.5K -613 -6%
TWP
420
Tempus Wealth Planning
California
$1.15M +$753K +6,460 +190%
AC
421
Abbrea Capital
California
$1.14M – – –
JWM
422
JGP Wealth Management
Oregon
$1.14M +$1.14M +9,764 New
Bank Julius Baer & Co
423
Bank Julius Baer & Co
Switzerland
$1.14M -$33.9K -291 -3%
Lido Advisors
424
Lido Advisors
California
$1.13M +$65.2K +559 +6%
BAM
425
Belpointe Asset Management
Nevada
$1.13M +$89.4K +766 +9%
15 16
17
18 19