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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,022 hedge funds and large institutions have $7.35B invested in iShares Select Dividend ETF in 2021 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 334 increasing their positions, 318 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,022
Holders Change
-5
Holders Change %
-0.49%
% of All Funds
17.95%
Holding in Top 10
31
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-26.19%
% of All Funds
0.54%
New
65
Increased
334
Reduced
318
Closed
55
Calls
$68.4M
Puts
$44.3M
Net Calls
+$24.1M
Net Calls Change
-$119M

Top Buyers

1
AF
Ally Financial
Michigan
+$70.1M
2
MHI
Miller Howard Investments
New York
+$17.7M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$13.1M
4
BOH
Bank of Hawaii
Hawaii
+$12.2M
5
Bank of America
Bank of America
North Carolina
+$10.5M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$254M
2
PI
PFS Investments
Georgia
-$108M
3
FIA
Foundations Investment Advisors
Arizona
-$91.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$45.6M
5
Osaic Holdings
Osaic Holdings
Arizona
-$24.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
401
Wealthcare Advisory Partners
Pennsylvania
$1.16M +$220K +1,918 +23%
BC
402
Brio Consultants
California
$1.16M – – –
LPT
403
Legacy Private Trust
Wisconsin
$1.15M – – –
ECG
404
Edge Capital Group
Georgia
$1.15M – – –
SWM
405
Spire Wealth Management
Virginia
$1.13M -$86.9K -757 -7%
Lido Advisors
406
Lido Advisors
California
$1.13M +$22.7K +198 +2%
TF
407
Tompkins Financial
New York
$1.13M +$1.13M +9,830 New
Bank Julius Baer & Co
408
Bank Julius Baer & Co
Switzerland
$1.11M -$8.03K -70 -0.7%
MIP
409
Marietta Investment Partners
Wisconsin
$1.11M – – –
AC
410
Abbrea Capital
California
$1.09M -$31.6K -275 -3%
JIP
411
Jaffetilchin Investment Partners
Florida
$1.08M -$957K -8,336 -47%
BAM
412
Belpointe Asset Management
Nevada
$1.08M -$32K -279 -3%
OAM
413
Occidental Asset Management
California
$1.08M – – –
NFG
414
Next Financial Group
Texas
$1.07M -$34K -296 -3%
MKA
415
M. Kulyk & Associates
Georgia
$1.06M +$115 +1 +0%
PIM
416
Parker Investment Management
California
$1.05M +$1.05M +9,147 New
BJ
417
Brouwer & Janachowski
California
$1.04M -$32.2K -281 -3%
MWM
418
Meridian Wealth Management
Kentucky
$1.04M +$18.8K +164 +2%
SWM
419
Sculati Wealth Management
Michigan
$1.02M – – –
KWM
420
Kingsview Wealth Management
Oregon
$1.02M – – –
PTP
421
Platform Technology Partners
New York
$1.01M +$3.56K +31 +0.4%
DAS
422
Dynamic Advisor Solutions
Arizona
$1.01M -$98.2K -856 -9%
CWM
423
Curi Wealth Management
North Carolina
$1.01M +$82.2K +717 +9%
CAL
424
Capital Advisors Ltd
Ohio
$992K +$57.9K +505 +6%
TNB
425
Thomasville National Bank
Georgia
$988K -$2.87K -25 -0.3%
15 16
17
18 19