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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 %
ICM
451
Islay Capital Management
Texas
$1.31M -$70.7K -552 -5%
Lido Advisors
452
Lido Advisors
California
$1.3M -$10.1K -79 -0.8%
OPS
453
Orion Portfolio Solutions
Nebraska
$1.3M -$179K -1,394 -12%
JFG
454
JMG Financial Group
Illinois
$1.3M – – –
GIA
455
Gladstone Institutional Advisory
Florida
$1.29M -$121K -941 -9%
PPW
456
Pinnacle Private Wealth
Massachusetts
$1.29M +$481K +3,755 +59%
CNC
457
Canandaigua National Corp
New York
$1.29M +$312K +2,433 +32%
KBFS
458
Kohmann Bosshard Financial Services
Ohio
$1.28M – – –
ECG
459
Edge Capital Group
Georgia
$1.28M – – –
TWP
460
Tempus Wealth Planning
California
$1.28M -$20K -156 -2%
AC
461
Abbrea Capital
California
$1.27M – – –
CAL
462
Capital Advisors Ltd
Ohio
$1.27M +$89.4K +698 +8%
FWIA
463
Fort Washington Investment Advisors
Ohio
$1.27M -$7.43K -58 -0.6%
RA
464
RFG Advisory
Alabama
$1.26M +$310K +2,415 +33%
EIA
465
Eldridge Investment Advisors
New Hampshire
$1.25M +$144K +1,125 +13%
TW
466
Transform Wealth
Colorado
$1.24M -$679K -5,300 -35%
PAM
467
Peak Asset Management
Colorado
$1.24M +$86.3K +674 +7%
MIP
468
Marietta Investment Partners
Wisconsin
$1.24M – – –
OAM
469
Occidental Asset Management
California
$1.2M – – –
PIM
470
Parker Investment Management
California
$1.2M +$836K +6,530 +231%
FWTB
471
First Western Trust Bank
Colorado
$1.19M +$1.19M +9,173 New
SWA
472
Sax Wealth Advisors
New Jersey
$1.18M -$807K -6,294 -41%
BBL
473
Beck Bode LLC
Massachusetts
$1.17M +$1.17M +9,105 New
MWM
474
Meridian Wealth Management
Kentucky
$1.16M -$1.15K -9 -0.1%
SAM
475
SignalPoint Asset Management
Missouri
$1.15M +$62.8K +490 +6%
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