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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,022 hedge funds and large institutions have $7.35B invested in iShares Select Dividend ETF in 2021 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 334 increasing their positions, 318 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,022
Holders Change
-5
Holders Change %
-0.49%
% of All Funds
17.95%
Holding in Top 10
31
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-26.19%
% of All Funds
0.54%
New
65
Increased
334
Reduced
318
Closed
55
Calls
$68.4M
Puts
$44.3M
Net Calls
+$24.1M
Net Calls Change
-$119M

Top Buyers

1
AF
Ally Financial
Michigan
+$70.1M
2
MHI
Miller Howard Investments
New York
+$17.7M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$13.1M
4
BOH
Bank of Hawaii
Hawaii
+$12.2M
5
Bank of America
Bank of America
North Carolina
+$10.5M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$254M
2
PI
PFS Investments
Georgia
-$108M
3
FIA
Foundations Investment Advisors
Arizona
-$91.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$45.6M
5
Osaic Holdings
Osaic Holdings
Arizona
-$24.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWS
526
Kestra Private Wealth Services
Texas
$650K +$40.6K +354 +7%
NCM
527
Neumann Capital Management
California
$647K – – –
RTL
528
Red Tortoise LLC
Georgia
$644K +$644K +6,003 New
CBFP
529
Cedar Brook Financial Partners
Ohio
$641K -$5.05K -44 -0.8%
HWA
530
Heartwood Wealth Advisors
Virginia
$638K -$14.9K -130 -2%
NFC
531
Northeast Financial Consultants
Connecticut
$638K – – –
LWA
532
Lineweaver Wealth Advisors
Ohio
$628K -$193K -1,684 -24%
AIA
533
Armor Investment Advisors
North Carolina
$628K +$76.2K +664 +14%
Bank of Nova Scotia
534
Bank of Nova Scotia
Ontario, Canada
$627K -$5.03M -43,811 -89%
BAM
535
Brave Asset Management
New Jersey
$627K – – –
CNC
536
Canandaigua National Corp
New York
$627K +$236K +2,056 +60%
DY
537
Dowling & Yahnke
California
$626K – – –
OAM
538
Oppenheimer Asset Management
New York
$626K +$33.2K +289 +6%
CWM
539
Cahaba Wealth Management
Georgia
$625K +$3.9K +34 +0.6%
VCM
540
Versant Capital Management
Arizona
$623K -$68.6K -598 -10%
SVWAG
541
Sound View Wealth Advisors Group
Georgia
$623K -$344 -3 -0.1%
TLP
542
Trinity Legacy Partners
Texas
$621K -$12.6K -110 -2%
FCC
543
Florin Court Capital
United Kingdom
$619K -$1.48M -12,900 -70%
DLHL
544
Donald L. Hagan LLC
Florida
$616K – – –
GLA
545
Good Life Advisors
Pennsylvania
$615K +$184K +1,607 +43%
EWM
546
Evermay Wealth Management
Virginia
$614K – – –
AC
547
Alley Company
Illinois
$614K +$2.75K +24 +0.5%
AWA
548
Arkadios Wealth Advisors
Georgia
$611K -$285K -2,483 -32%
FNBOSM
549
First National Bank of South Miami
Florida
$609K – – –
LPIC
550
LeJeune Puetz Investment Counsel
Michigan
$608K – – –
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