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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 %
FCC
476
Florin Court Capital
United Kingdom
$1.03M +$368K +3,000 +56%
HPC
477
HM Payson & Co
Maine
$1.02M -$12.3K -100 -1%
SSWM
478
Sheets Smith Wealth Management
North Carolina
$1.02M +$62.7K +512 +7%
LNC
479
Lincoln National Corp
Pennsylvania
$1.02M +$11.3K +92 +1%
NP
480
NorthRock Partners
Minnesota
$1.01M -$24.2K -197 -2%
ABC
481
Associated Banc-Corp
Wisconsin
$1M – – –
CCM
482
Covington Capital Management
California
$1M +$529K +4,316 +112%
KMWM
483
Keudell/Morrison Wealth Management
Oregon
$996K +$24.5K +200 +3%
PWM
484
Perigon Wealth Management
California
$991K +$493K +4,020 +99%
PAA
485
Peregrine Asset Advisers
Oregon
$986K -$27.1K -221 -3%
LC
486
Lindbrook Capital
California
$984K +$984K +8,030 New
JIP
487
Jaffetilchin Investment Partners
Florida
$981K -$176K -1,437 -15%
BNP Paribas Financial Markets
488
BNP Paribas Financial Markets
France
$973K +$902K +7,360 +1,282%
SMC
489
Smith, Moore & Co
Missouri
$970K – – –
TC
490
Titleist Capital
Texas
$968K +$968K +7,893 New
AF
491
Advisornet Financial
Minnesota
$967K +$542K +4,424 +128%
IWN
492
Independent Wealth Network
Iowa
$966K +$63.2K +516 +7%
TNB
493
Thomasville National Bank
Georgia
$956K -$99.3K -810 -9%
WAL
494
W Advisors LLC
Tennessee
$955K +$955K +7,793 New
GC
495
Grace Capital
Massachusetts
$950K – – –
CAAS
496
Capital Asset Advisory Services
Michigan
$946K -$58.5K -477 -6%
KCM
497
Kanawha Capital Management
Virginia
$939K -$77.9K -636 -8%
FHB
498
First Hawaiian Bank
Hawaii
$937K +$8.34K +68 +0.9%
TYCC
499
Texas Yale Capital Corp
Florida
$933K +$38.6K +315 +4%
CNC
500
Canandaigua National Corp
New York
$933K +$263K +2,146 +39%
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