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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 %
KMWM
451
Keudell/Morrison Wealth Management
Oregon
$909K +$13.8K +120 +2%
SMC
452
Smith, Moore & Co
Missouri
$908K +$7.23K +63 +0.8%
SSWM
453
Sheets Smith Wealth Management
North Carolina
$900K – – –
LNWWM
454
Laird Norton Wetherby Wealth Management
California
$890K +$28.7K +250 +3%
IWN
455
Independent Wealth Network
Iowa
$883K +$883K +7,367 New
CA
456
Calton & Associates
Florida
$880K -$12.4K -108 -1%
PA
457
PFG Advisors
Arizona
$874K +$874K +7,619 New
Susquehanna International Group
458
Susquehanna International Group
Pennsylvania
$870K -$1.29M -11,260 -60%
FHB
459
First Hawaiian Bank
Hawaii
$869K +$7.69K +67 +0.9%
SBL
460
Sargent Bickham Lagudis
Colorado
$863K +$80.4K +701 +10%
LIA
461
LS Investment Advisors
Michigan
$861K – – –
RE
462
RBC Europe
United Kingdom
$859K – – –
WAG
463
Winthrop Advisory Group
Massachusetts
$857K +$4.82K +42 +0.6%
WP
464
WealthPLAN Partners
Nebraska
$854K -$36.1K -302 -4%
First Manhattan
465
First Manhattan
New York
$847K – – –
SFA
466
Sequoia Financial Advisors
Ohio
$841K -$1.66M -14,514 -66%
CCG
467
Chatham Capital Group
Georgia
$838K -$6.88K -60 -0.8%
TYCC
468
Texas Yale Capital Corp
Florida
$837K – – –
CM
469
Columbus Macro
Pennsylvania
$831K – – –
RBFC
470
Roman Butler Fullerton & Co
Missouri
$831K +$1.66K +14 +0.2%
APP
471
Avantax Planning Partners
Iowa
$826K -$14.2K -124 -2%
CIA
472
Choate Investment Advisors
Massachusetts
$824K -$122K -1,062 -13%
MBT
473
Montecito Bank & Trust
California
$824K – – –
KFC
474
Klingenstein Fields & Co
New York
$820K +$408K +3,559 +99%
CCMG
475
Clark Capital Management Group
Pennsylvania
$819K – – –
17 18
19
20 21