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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 %
MCM
526
Mendel Capital Management
Arkansas
$955K +$629K +4,911 +193%
AIA
527
Armor Investment Advisors
North Carolina
$953K +$44.1K +344 +5%
OHWP
528
Oak Harbor Wealth Partners
North Carolina
$948K +$128 +1 +0%
BWA
529
Blodgett Wealth Advisors
California
$948K +$245K +1,910 +35%
BHWM
530
Bar Harbor Wealth Management
New Hampshire
$946K +$49.7K +388 +6%
PP
531
Patten & Patten
Tennessee
$941K +$33.7K +263 +4%
CCG
532
Chatham Capital Group
Georgia
$936K – – –
TYCC
533
Texas Yale Capital Corp
Florida
$935K -$40.4K -315 -4%
First Manhattan
534
First Manhattan
New York
$935K – – –
MCC
535
Money Concepts Capital
Florida
$931K +$850K +6,636 +1,052%
CM
536
Columbus Macro
Pennsylvania
$928K – – –
APA
537
Astoria Portfolio Advisors
New York
$922K +$525K +4,096 +132%
SBIA
538
Sheaff Brock Investment Advisors
Indiana
$921K +$172K +1,341 +23%
APP
539
Avantax Planning Partners
Iowa
$917K -$32.7K -255 -3%
SPL
540
Smart Portfolios LLC
Washington
$916K -$3.8M -29,683 -81%
LNWWM
541
Laird Norton Wetherby Wealth Management
California
$907K – – –
AWA
542
Arkadios Wealth Advisors
Georgia
$907K +$198K +1,543 +28%
IB
543
Intrust Bank
Kansas
$906K – – –
PCG
544
Private Capital Group
Connecticut
$906K – – –
RCA
545
Resonant Capital Advisors
Wisconsin
$901K – – –
LB
546
Leo Brokerage
Texas
$899K +$899K +7,014 New
PAS
547
Park Avenue Securities
New York
$889K +$133K +1,034 +18%
Koshinski Asset Management
548
Koshinski Asset Management
Illinois
$886K +$45.2K +353 +5%
FCC
549
Florin Court Capital
United Kingdom
$884K -$192K -1,500 -18%
RBFC
550
Roman Butler Fullerton & Co
Missouri
$881K -$21.3K -166 -2%
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