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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,166 hedge funds and large institutions have $9.64B invested in iShares Select Dividend ETF in 2022 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 449 increasing their positions, 316 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,166
Holders Change
-15
Holders Change %
-1.27%
% of All Funds
19.72%
Holding in Top 10
57
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+21.28%
% of All Funds
0.96%
New
81
Increased
449
Reduced
316
Closed
79
Calls
$53.7M
Puts
$24.8M
Net Calls
+$28.9M
Net Calls Change
-$35M

Top Buyers

1
PCIA
Prime Capital Investment Advisors
Kansas
+$99.6M
2
Bank of America
Bank of America
North Carolina
+$96.4M
3
Morgan Stanley
Morgan Stanley
New York
+$70.5M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$66.5M
5
Wells Fargo
Wells Fargo
California
+$57M

Top Sellers

1
JSW
Journey Strategic Wealth
New Jersey
-$195M
2
CIAS
CBIZ Investment Advisory Services
Ohio
-$116M
3
SFS
Sowell Financial Services
Arkansas
-$113M
4
HI
Horizon Investments
North Carolina
-$49.8M
5
PI
PFS Investments
Georgia
-$37.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
476
Occidental Asset Management
California
$1.11M – – –
IB
477
Intrust Bank
Kansas
$1.1M +$272K +2,316 +33%
HPC
478
HM Payson & Co
Maine
$1.08M +$157K +1,330 +17%
VCA
479
Verdence Capital Advisors
Maryland
$1.07M +$33.2K +282 +3%
SAM
480
SignalPoint Asset Management
Missouri
$1.06M – – –
BBL
481
Beck Bode LLC
Massachusetts
$1.06M -$13.4K -114 -1%
RIM
482
Rockbridge Investment Management
New York
$1.06M -$282K -2,393 -21%
MKA
483
M. Kulyk & Associates
Georgia
$1.06M +$118 +1 +0%
CWM
484
Curi Wealth Management
North Carolina
$1.05M -$3.88K -33 -0.4%
WAM
485
WFA Asset Management
Wisconsin
$1.05M +$1.05M +8,894 New
SWM
486
Sculati Wealth Management
Michigan
$1.05M – – –
HCM
487
HMS Capital Management
Tennessee
$1.04M +$1.04M +8,839 New
PTP
488
Platform Technology Partners
New York
$1.04M +$118 +1 +0%
RTS
489
Round Table Services
New Jersey
$1.04M – – –
PP
490
Patten & Patten
Tennessee
$1.04M +$172K +1,459 +20%
FNB
491
Farmers National Bank
Kentucky
$1.03M +$52.4K +445 +5%
CT
492
Cambridge Trust
Massachusetts
$1.03M +$480K +4,077 +87%
BC
493
Bartlett & Co
Ohio
$1.02M -$15.9K -135 -2%
BCWM
494
Bartlett & Co Wealth Management
Ohio
$1.02M -$15.9K -135 -2%
PAS
495
Park Avenue Securities
New York
$1.01M +$193K +1,639 +24%
SBL
496
Sargent Bickham Lagudis
Colorado
$1.01M +$118 +1 +0%
TFA
497
Tranquilli Financial Advisor
New Jersey
$1M -$1.62M -13,778 -62%
AIP
498
ARS Investment Partners
New York
$1M – – –
GC
499
Grimes & Company
Massachusetts
$995K +$1.88K +16 +0.2%
FWTB
500
First Western Trust Bank
Colorado
$994K -$88.1K -747 -8%
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