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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 %
ABC
501
Associated Banc-Corp
Wisconsin
$1.05M – – –
CFO
502
CVA Family Office
Colorado
$1.04M -$192K -1,495 -16%
SMC
503
Smith, Moore & Co
Missouri
$1.04M +$26.9K +210 +3%
PAA
504
Peregrine Asset Advisers
Oregon
$1.03M +$1.41K +11 +0.1%
LC
505
Lindbrook Capital
California
$1.03M – – –
CAAS
506
Capital Asset Advisory Services
Michigan
$1.03M +$38.8K +303 +4%
IBOK
507
Independence Bank of Kentucky
Kentucky
$1.03M +$543K +4,234 +112%
CA
508
CapWealth Advisors
Tennessee
$1.02M +$393K +3,068 +62%
PWM
509
Perigon Wealth Management
California
$1.02M -$15.1K -118 -1%
KPWS
510
Kestra Private Wealth Services
Texas
$1.02M +$75.9K +592 +8%
TC
511
Titleist Capital
Texas
$1.01M – – –
MHS
512
M Holdings Securities
Oregon
$1.01M +$1.01M +7,893 New
HPC
513
HM Payson & Co
Maine
$1.01M -$64.7K -505 -6%
SWM
514
SeaCrest Wealth Management
New York
$1.01M +$55.3K +432 +6%
FMTC
515
Farmers & Merchants Trust Company
California
$1M +$99.9K +780 +11%
WAL
516
W Advisors LLC
Tennessee
$994K -$4.61K -36 -0.5%
KCM
517
Kanawha Capital Management
Virginia
$983K +$1.15K +9 +0.1%
FHB
518
First Hawaiian Bank
Hawaii
$979K – – –
TNB
519
Thomasville National Bank
Georgia
$978K -$21.8K -170 -2%
WAG
520
Winthrop Advisory Group
Massachusetts
$974K +$5.77K +45 +0.6%
IWN
521
Independent Wealth Network
Iowa
$970K -$39.7K -310 -4%
AIC
522
Archer Investment Corporation
Indiana
$964K +$59.9K +467 +7%
JIP
523
Jaffetilchin Investment Partners
Florida
$962K -$27.6K -223 -3%
LIA
524
LS Investment Advisors
Michigan
$962K – – –
LWA
525
Lenox Wealth Advisors
New York
$955K +$24.6K +191 +3%
19 20
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