DVY icon

iShares Select Dividend ETF
DVY

Overview Fund Activity

1,166 hedge funds and large institutions have $8.45B invested in iShares Select Dividend ETF in 2021 Q4 according to their latest regulatory filings, with 209 funds opening new positions, 397 increasing their positions, 305 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,166
Holders Change
+144
Holders Change %
+14.09%
% of All Funds
18.01%
Holding in Top 10
38
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+22.58%
% of All Funds
0.59%
New
209
Increased
397
Reduced
305
Closed
45
Calls
$105M
Puts
$23.5M
Net Calls
+$81.4M
Net Calls Change
+$57.3M

Top Buyers

1
HI
Horizon Investments
North Carolina
+$73.9M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$42.7M
3
Wells Fargo
Wells Fargo
California
+$39.1M
4
PI
PFS Investments
Georgia
+$33.4M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$30.1M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$24.5M
2
SEM
Strategic Equity Management
Arizona
-$8.06M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$5.81M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$4.51M
5
AI
AXS Investments
New York
-$4.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
451
Next Financial Group
Texas
$1.15M +$4.66K +38 +0.4%
FNB
452
Farmers National Bank
Kentucky
$1.13M -$640K -5,224 -36%
CAL
453
Capital Advisors Ltd
Ohio
$1.13M +$71.4K +582 +7%
BAM
454
Belpointe Asset Management
Nevada
$1.13M -$23.5K -192 -2%
BFPW
455
BOK Financial Private Wealth
Colorado
$1.12M +$90.6K +739 +9%
MKA
456
M. Kulyk & Associates
Georgia
$1.12M -$19.9K -162 -2%
MWM
457
Meridian Wealth Management
Kentucky
$1.11M +$5.76K +47 +0.5%
PAM
458
Peak Asset Management
Colorado
$1.11M +$62.8K +512 +6%
MBT
459
Montecito Bank & Trust
California
$1.11M +$226K +1,841 +26%
SWM
460
Sculati Wealth Management
Michigan
$1.09M – – –
KWM
461
Kingsview Wealth Management
Oregon
$1.09M +$4.78K +39 +0.4%
PTP
462
Platform Technology Partners
New York
$1.09M +$1.96K +16 +0.2%
CWM
463
Curi Wealth Management
North Carolina
$1.08M +$2.33K +19 +0.2%
VCA
464
Verdence Capital Advisors
Maryland
$1.08M +$90K +734 +9%
DHFB
465
Dixon Hubard Feinour & Brown
Virginia
$1.08M +$1.08M +8,815 New
SMFG
466
Sumitomo Mitsui Financial Group
Japan
$1.07M +$320K +2,614 +43%
EIA
467
Eldridge Investment Advisors
New Hampshire
$1.06M +$16.6K +135 +2%
AG
468
Ascent Group
Virginia
$1.06M +$1.06M +8,654 New
BCWM
469
Bartlett & Co Wealth Management
Ohio
$1.05M +$42.8K +349 +4%
BC
470
Bartlett & Co
Ohio
$1.05M +$42.8K +349 +4%
VCM
471
Viewpoint Capital Management
Washington
$1.05M +$1.05M +8,545 New
SAM
472
SignalPoint Asset Management
Missouri
$1.04M +$47.9K +391 +5%
AIP
473
ARS Investment Partners
New York
$1.04M – – –
AF
474
Alerus Financial
North Dakota
$1.04M – – –
GC
475
Grimes & Company
Massachusetts
$1.03M +$1.84K +15 +0.2%
17 18
19
20 21