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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,166 hedge funds and large institutions have $9.64B invested in iShares Select Dividend ETF in 2022 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 449 increasing their positions, 316 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,166
Holders Change
-15
Holders Change %
-1.27%
% of All Funds
19.72%
Holding in Top 10
57
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+21.28%
% of All Funds
0.96%
New
81
Increased
449
Reduced
316
Closed
79
Calls
$53.7M
Puts
$24.8M
Net Calls
+$28.9M
Net Calls Change
-$35M

Top Buyers

1
PCIA
Prime Capital Investment Advisors
Kansas
+$99.6M
2
Bank of America
Bank of America
North Carolina
+$96.4M
3
Morgan Stanley
Morgan Stanley
New York
+$70.5M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$66.5M
5
Wells Fargo
Wells Fargo
California
+$57M

Top Sellers

1
JSW
Journey Strategic Wealth
New Jersey
-$195M
2
CIAS
CBIZ Investment Advisory Services
Ohio
-$116M
3
SFS
Sowell Financial Services
Arkansas
-$113M
4
HI
Horizon Investments
North Carolina
-$49.8M
5
PI
PFS Investments
Georgia
-$37.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCIM
526
Fairview Capital Investment Management
California
$890K +$890K +7,569 New
PWM
527
Perigon Wealth Management
California
$885K -$52.4K -445 -6%
AIC
528
Archer Investment Corporation
Indiana
$885K – – –
SPL
529
Smart Portfolios LLC
Washington
$884K -$21.5K -170 -2%
LIA
530
LS Investment Advisors
Michigan
$883K – – –
OHWP
531
Oak Harbor Wealth Partners
North Carolina
$871K +$118 +1 +0%
CAAS
532
Capital Asset Advisory Services
Michigan
$869K -$75.1K -638 -8%
BHWM
533
Bar Harbor Wealth Management
New Hampshire
$869K – – –
SBIA
534
Sheaff Brock Investment Advisors
Indiana
$867K +$21.2K +180 +3%
APA
535
Astoria Portfolio Advisors
New York
$866K +$19.6K +167 +2%
TNB
536
Thomasville National Bank
Georgia
$860K -$38.4K -326 -4%
CCG
537
Chatham Capital Group
Georgia
$860K – – –
First Manhattan
538
First Manhattan
New York
$858K – – –
TYCC
539
Texas Yale Capital Corp
Florida
$858K – – –
GSB
540
Greenfield Savings Bank
Massachusetts
$858K +$858K +7,294 New
CM
541
Columbus Macro
Pennsylvania
$853K – – –
DAS
542
Dynamic Advisor Solutions
Arizona
$849K +$50.8K +432 +6%
MC
543
Moors & Cabot
Massachusetts
$849K +$93.5K +795 +12%
BA
544
Ballew Advisors
Mississippi
$849K +$139K +1,206 +20%
APP
545
Avantax Planning Partners
Iowa
$837K -$5.3K -45 -0.6%
AWA
546
Arkadios Wealth Advisors
Georgia
$836K +$2.59K +22 +0.3%
AIA
547
Armor Investment Advisors
North Carolina
$831K -$44.4K -377 -5%
RCA
548
Resonant Capital Advisors
Wisconsin
$824K – – –
BFS
549
Bradley Foster & Sargent
Connecticut
$824K +$52.2K +444 +7%
Walleye Capital
550
Walleye Capital
New York
$821K +$821K +6,978 New
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