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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 %
PCA
551
Peddock Capital Advisors
Massachusetts
$604K +$1.15K +10 +0.2%
SSG
552
Summit Securities Group
New York
$597K +$597K +5,200 New
Kovitz Investment Group Partners
553
Kovitz Investment Group Partners
Illinois
$596K +$596K +5,191 New
TSS
554
Two Sigma Securities
New York
$593K +$172K +1,500 +41%
CT
555
Cambridge Trust
Massachusetts
$592K -$53.5K -467 -8%
HWMG
556
Hurlow Wealth Management Group
Indiana
$591K – – –
T
557
TNF
Montana
$591K +$591K +4,980 New
CA
558
CapWealth Advisors
Tennessee
$590K -$156K -1,357 -21%
CNB
559
Camden National Bank
Maine
$589K +$4.24K +37 +0.7%
BAM
560
Bellevue Asset Management
Washington
$587K -$2.2K -19 -0.4%
BA
561
Ballew Advisors
Mississippi
$586K -$3.3K -28 -0.6%
MPCG
562
Matrix Private Capital Group
New York
$579K -$25.7K -224 -4%
JHCP
563
Jackson Hole Capital Partners
Oklahoma
$579K – – –
B
564
Bailard
California
$577K – – –
ERWM
565
Elk River Wealth Management
Colorado
$575K – – –
GI
566
GAMCO Investors
Connecticut
$574K – – –
GFS
567
GYL Financial Synergies
Connecticut
$574K +$271K +2,366 +90%
GIM
568
Grassi Investment Management
California
$573K +$8.61K +75 +2%
PAM
569
Palisade Asset Management
Minnesota
$571K – – –
CF
570
Centaurus Financial
California
$570K -$22.7K -198 -4%
IC
571
Iconiq Capital
California
$570K +$5.85K +51 +1%
BJL
572
Brighton Jones LLC
Washington
$570K +$28.8K +251 +5%
CCT
573
Capital City Trust
Florida
$568K – – –
Millennium Management
574
Millennium Management
New York
$566K -$2.36M -20,575 -81%
LA
575
LexAurum Advisors
Kansas
$564K – – –
21 22
23
24 25