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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 %
WCM
401
WealthBridge Capital Management
Ohio
$1.59M -$17.7K -138 -1%
WAP
402
Wealthcare Advisory Partners
Pennsylvania
$1.59M +$56K +437 +4%
LPT
403
Legacy Private Trust
Wisconsin
$1.58M – – –
IRC
404
Investors Research Corp
Georgia
$1.57M -$34.9K -272 -2%
WB
405
Webster Bank
Connecticut
$1.56M +$10.3K +80 +0.7%
RFC
406
Regions Financial Corp
Alabama
$1.55M -$67.7K -528 -4%
EW
407
Evoke Wealth
California
$1.54M -$56.4K -440 -4%
CNBTD
408
Citizens National Bank Trust Department
Mississippi
$1.53M -$73.6K -596 -5%
SWM
409
Spire Wealth Management
Virginia
$1.53M -$876K -6,840 -36%
RMAM
410
Raab & Moskowitz Asset Management
New Jersey
$1.52M +$10.9K +85 +0.7%
WA
411
WBH Advisory
Maryland
$1.51M -$23.1K -182 -2%
FHA
412
Flagship Harbor Advisors
Massachusetts
$1.5M -$2.69K -21 -0.2%
VCS
413
Vaughan & Co Securities
New Jersey
$1.5M -$256 -2 -0%
SWA
414
Sutton Wealth Advisors
Florida
$1.5M +$153K +1,193 +11%
TFS
415
Thoroughbred Financial Services
Tennessee
$1.49M +$75.4K +589 +5%
Marshall Wace
416
Marshall Wace
United Kingdom
$1.48M +$1.47M +11,508 +27,400%
BAS
417
Brown Advisory Securities
Maryland
$1.48M – – –
ACM
418
AlphaStar Capital Management
North Carolina
$1.47M +$31K +242 +2%
RIM
419
Rockbridge Investment Management
New York
$1.46M -$6.18K -48 -0.4%
SFG
420
StrategIQ Financial Group
Indiana
$1.46M +$8.71K +68 +0.6%
RCAG
421
Rehmann Capital Advisory Group
Michigan
$1.46M +$12.2K +95 +0.8%
ADL
422
Asset Dedication LLC
California
$1.46M +$690K +5,387 +90%
PB
423
Pinnacle Bancorp
Nebraska
$1.45M +$1.67K +13 +0.1%
MBT
424
Montecito Bank & Trust
California
$1.45M +$292K +2,280 +25%
SCA
425
Snowden Capital Advisors
New York
$1.44M +$936K +7,307 +187%
15 16
17
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