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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 %
WAG
501
Winthrop Advisory Group
Massachusetts
$926K +$10.5K +86 +1%
CA
502
Calton & Associates
Florida
$920K -$20.6K -168 -2%
LIA
503
LS Investment Advisors
Michigan
$920K – – –
HT
504
HighTower Trust
Texas
$916K +$916K +7,469 New
PA
505
PFG Advisors
Arizona
$913K -$21K -171 -2%
FAIM
506
Financial Advocates Investment Management
Washington
$910K -$131K -1,070 -13%
APP
507
Avantax Planning Partners
Iowa
$909K +$26.2K +214 +3%
SWM
508
SeaCrest Wealth Management
New York
$909K +$64.1K +523 +8%
OHWP
509
Oak Harbor Wealth Partners
North Carolina
$907K +$907K +7,398 New
RA
510
RFG Advisory
Alabama
$904K +$323K +2,637 +56%
KPWS
511
Kestra Private Wealth Services
Texas
$898K +$203K +1,656 +29%
CCG
512
Chatham Capital Group
Georgia
$896K – – –
First Manhattan
513
First Manhattan
New York
$894K -$11K -90 -1%
CM
514
Columbus Macro
Pennsylvania
$888K – – –
LWA
515
Lenox Wealth Advisors
New York
$885K +$9.44K +77 +1%
AIA
516
Armor Investment Advisors
North Carolina
$869K +$199K +1,622 +30%
LNWWM
517
Laird Norton Wetherby Wealth Management
California
$868K -$82.7K -675 -9%
PP
518
Patten & Patten
Tennessee
$868K +$48.4K +395 +6%
PCG
519
Private Capital Group
Connecticut
$867K -$1.35K -11 -0.2%
IB
520
Intrust Bank
Kansas
$866K +$6.74K +55 +0.8%
AIC
521
Archer Investment Corporation
Indiana
$864K +$4.54K +37 +0.5%
FMTC
522
Farmers & Merchants Trust Company
California
$864K – – –
RBFC
523
Roman Butler Fullerton & Co
Missouri
$863K +$1.23K +10 +0.1%
BHWM
524
Bar Harbor Wealth Management
New Hampshire
$858K – – –
RCA
525
Resonant Capital Advisors
Wisconsin
$858K – – –
19 20
21
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