DVY icon

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 %
MKA
476
M. Kulyk & Associates
Georgia
$1.15M -$17.8K -139 -2%
CWM
477
Curi Wealth Management
North Carolina
$1.15M +$15.9K +124 +1%
SWM
478
Sculati Wealth Management
Michigan
$1.14M – – –
PTP
479
Platform Technology Partners
New York
$1.13M -$3.85K -30 -0.3%
VCA
480
Verdence Capital Advisors
Maryland
$1.13M +$897 +7 +0.1%
RTS
481
Round Table Services
New Jersey
$1.13M +$307K +2,397 +37%
BCWM
482
Bartlett & Co Wealth Management
Ohio
$1.12M +$25.6K +200 +2%
BC
483
Bartlett & Co
Ohio
$1.12M +$25.6K +200 +2%
HT
484
HighTower Trust
Texas
$1.11M +$151K +1,180 +16%
LNC
485
Lincoln National Corp
Pennsylvania
$1.11M +$38.7K +302 +4%
AG
486
Ascent Group
Virginia
$1.1M -$6.15K -48 -0.6%
FAIM
487
Financial Advocates Investment Management
Washington
$1.1M +$151K +1,181 +16%
FHC
488
First Heartland Consultants
Missouri
$1.1M +$1.1M +8,575 New
SBL
489
Sargent Bickham Lagudis
Colorado
$1.1M -$112K -877 -9%
VCM
490
Viewpoint Capital Management
Washington
$1.1M +$128 +1 +0%
FFN
491
Focus Financial Network
Minnesota
$1.09M -$1.49M -11,630 -58%
AIP
492
ARS Investment Partners
New York
$1.09M – – –
AF
493
Alerus Financial
North Dakota
$1.08M – – –
GC
494
Grimes & Company
Massachusetts
$1.08M +$2.05K +16 +0.2%
SSWM
495
Sheets Smith Wealth Management
North Carolina
$1.07M +$640 +5 +0.1%
FNB
496
Farmers National Bank
Kentucky
$1.07M -$118K -922 -10%
KMWM
497
Keudell/Morrison Wealth Management
Oregon
$1.07M +$25.6K +200 +2%
CCM
498
Covington Capital Management
California
$1.06M +$12.2K +95 +1%
SMFG
499
Sumitomo Mitsui Financial Group
Japan
$1.06M -$57.6K -450 -5%
AF
500
Advisornet Financial
Minnesota
$1.05M +$40.2K +314 +4%
18 19
20
21 22