DVY icon

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
+$83.4M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$81.6M
3
PI
PFS Investments
Georgia
+$33.3M
4
Morgan Stanley
Morgan Stanley
New York
+$33.1M
5
HNB
Huntington National Bank
Ohio
+$24.7M

Top Sellers

1
PIM
Parker Investment Management
California
-$143M
2
AF
Ally Financial
Michigan
-$32.7M
3
AC
Allstate Corporation
Illinois
-$30.2M
4
Wells Fargo
Wells Fargo
California
-$12.4M
5
BlackRock
BlackRock
New York
-$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAA
451
Peregrine Asset Advisers
Oregon
$970K +$467 +4 +0%
KCM
452
Kanawha Capital Management
Virginia
$968K +$300K +2,574 +45%
LFF
453
Level Four Financial
Texas
$965K – – –
CIA
454
Choate Investment Advisors
Massachusetts
$962K -$70.9K -608 -7%
BCWM
455
Bartlett & Co Wealth Management
Ohio
$959K -$35K -300 -4%
BC
456
Bartlett & Co
Ohio
$959K -$35K -300 -4%
WAP
457
Wealthcare Advisory Partners
Pennsylvania
$956K +$357K +3,059 +59%
EIA
458
Eldridge Investment Advisors
New Hampshire
$953K +$59.5K +510 +7%
CAL
459
Capital Advisors Ltd
Ohio
$950K +$119K +1,022 +14%
SAM
460
SignalPoint Asset Management
Missouri
$948K – – –
CWM
461
Curi Wealth Management
North Carolina
$943K +$28K +240 +3%
HIP
462
HUB Investment Partners
Texas
$934K -$112K -963 -11%
CP
463
Cumberland Partners
Ontario, Canada
$932K +$245K +2,100 +36%
SSWM
464
Sheets Smith Wealth Management
North Carolina
$915K +$1.52K +13 +0.2%
SMC
465
Smith, Moore & Co
Missouri
$915K +$23.3K +200 +3%
CA
466
Calton & Associates
Florida
$913K -$165K -1,409 -15%
AWA
467
Arkadios Wealth Advisors
Georgia
$911K +$584K +5,008 +179%
KMWM
468
Keudell/Morrison Wealth Management
Oregon
$910K +$138K +1,180 +18%
GIA
469
Gladstone Institutional Advisory
Florida
$890K +$654K +5,606 +277%
WP
470
WealthPLAN Partners
Nebraska
$888K -$19.1K -160 -2%
AWM
471
Avior Wealth Management
Nebraska
$888K -$17K -146 -2%
MC
472
Moors & Cabot
Massachusetts
$885K -$92.3K -791 -9%
CAAS
473
Capital Asset Advisory Services
Michigan
$883K +$23.3K +200 +3%
FHB
474
First Hawaiian Bank
Hawaii
$876K +$17.8K +153 +2%
LNWWM
475
Laird Norton Wetherby Wealth Management
California
$876K +$669K +5,730 +323%
17 18
19
20 21