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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 %
LWA
476
Lenox Wealth Advisors
New York
$819K +$149K +1,300 +22%
PCG
477
Private Capital Group
Connecticut
$813K – – –
TPWA
478
TRUE Private Wealth Advisors
Oregon
$812K +$78.7K +687 +11%
FMTC
479
Farmers & Merchants Trust Company
California
$809K -$30.1K -262 -4%
PBF
480
Petix & Botte Financial
California
$809K +$402K +3,511 +99%
IB
481
Intrust Bank
Kansas
$805K – – –
DWT
482
Dorsey & Whitney Trust
South Dakota
$805K – – –
AIC
483
Archer Investment Corporation
Indiana
$805K – – –
FMC
484
First Merchants Corp
Indiana
$804K – – –
RCA
485
Resonant Capital Advisors
Wisconsin
$803K – – –
BHWM
486
Bar Harbor Wealth Management
New Hampshire
$803K – – –
SCA
487
Snowden Capital Advisors
New York
$802K -$5.16K -45 -0.6%
SWM
488
SeaCrest Wealth Management
New York
$791K +$21.4K +186 +3%
WTC
489
WhitTier Trust Company
Nevada
$790K -$2.18K -19 -0.3%
WA
490
WealthTrust Axiom
Pennsylvania
$783K – – –
WDG
491
Wealth Dimensions Group
Ohio
$783K +$803 +7 +0.1%
AWM
492
Avior Wealth Management
Nebraska
$772K -$102K -888 -12%
ODCM
493
Old Dominion Capital Management
Virginia
$769K +$28.7K +250 +4%
PP
494
Patten & Patten
Tennessee
$767K -$2.3K -20 -0.3%
HIP
495
HUB Investment Partners
Texas
$764K -$154K -1,344 -17%
Koshinski Asset Management
496
Koshinski Asset Management
Illinois
$760K +$39.6K +345 +5%
WAM
497
Weatherly Asset Management
California
$759K -$17.2K -150 -2%
Squarepoint
498
Squarepoint
New York
$759K +$759K +6,614 New
PFA
499
Pinnacle Family Advisors
Missouri
$757K -$31.9K -278 -4%
MC
500
Moors & Cabot
Massachusetts
$743K -$126K -1,097 -14%
18 19
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