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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 %
FTUS
526
Flow Traders U.S.
New York
$850K -$2.74M -22,350 -76%
WTC
527
WhitTier Trust Company
Nevada
$844K – – –
GCM
528
G2 Capital Management
Ohio
$838K +$838K +6,835 New
WA
529
WealthTrust Axiom
Pennsylvania
$837K – – –
WDG
530
Wealth Dimensions Group
Ohio
$835K -$1.23K -10 -0.1%
AWM
531
Avior Wealth Management
Nebraska
$830K +$4.9K +40 +0.6%
WP
532
WealthPLAN Partners
Nebraska
$829K -$55.7K -449 -6%
CCMG
533
Clark Capital Management Group
Pennsylvania
$825K -$49.9K -407 -6%
Citadel Advisors
534
Citadel Advisors
Florida
$824K +$824K +6,725 New
SG Americas Securities
535
SG Americas Securities
New York
$821K +$821K +6,701 New
KA
536
Kovack Advisors
Florida
$817K -$2.44M -19,868 -75%
YIH
537
Y-Intercept (HK)
Hong Kong
$816K +$816K +6,660 New
PFA
538
Pinnacle Family Advisors
Missouri
$814K +$4.91K +40 +0.6%
WAM
539
Weatherly Asset Management
California
$812K – – –
ORC
540
O'Rourke & Company
Massachusetts
$811K +$811K +6,612 New
Koshinski Asset Management
541
Koshinski Asset Management
Illinois
$804K -$8.46K -69 -1%
MPWT
542
MassMutual Private Wealth & Trust
Connecticut
$793K – – –
HIP
543
HUB Investment Partners
Texas
$792K -$24.5K -200 -3%
Bank Julius Baer & Co
544
Bank Julius Baer & Co
Switzerland
$790K -$395K -3,225 -33%
MC
545
Moors & Cabot
Massachusetts
$787K -$8.95K -73 -1%
RTS
546
Round Table Services
New Jersey
$786K +$786K +6,409 New
CA
547
Continuum Advisory
Idaho
$783K +$72.5K +591 +10%
DIP
548
DT Investment Partners
Pennsylvania
$782K – – –
PPW
549
Pinnacle Private Wealth
Massachusetts
$774K +$774K +6,317 New
LIM
550
Leavell Investment Management
Alabama
$769K +$245 +2 +0%
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