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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 %
BAM
551
Brave Asset Management
New Jersey
$768K +$98.2K +801 +15%
PO
552
Private Ocean
California
$767K -$123 -1 -0%
RE
553
RBC Europe
United Kingdom
$766K -$152K -1,240 -17%
SVWAG
554
Sound View Wealth Advisors Group
Georgia
$763K +$97K +791 +15%
CPSAC
555
Chas P. Smith & Associates (CPS)
Florida
$751K -$24.5K -200 -3%
UI
556
Unconventional Investor
New Hampshire
$751K +$751K +6,125 New
BFA
557
Beacon Financial Advisory
Ohio
$749K +$40.1K +327 +6%
FCA
558
FinTrust Capital Advisors
South Carolina
$739K -$45.2K -369 -6%
CIA
559
Choate Investment Advisors
Massachusetts
$738K -$143K -1,169 -16%
ADL
560
Asset Dedication LLC
California
$735K -$664K -5,422 -47%
EL
561
EMFO LLC
Florida
$735K -$18.4K -150 -2%
VC
562
Vicus Capital
Pennsylvania
$732K +$6.55K +52 +0.9%
GIM
563
Grassi Investment Management
California
$727K +$115K +935 +19%
SAS
564
Sanford Advisory Services
Michigan
$725K +$123 +1 +0%
CTC
565
Central Trust Company
Missouri
$723K – – –
PAS
566
Park Avenue Securities
New York
$723K +$13.5K +110 +2%
TSS
567
Two Sigma Securities
New York
$719K +$85.8K +700 +14%
LWM
568
Loveless Wealth Management
Montana
$718K – – –
SBIA
569
Sheaff Brock Investment Advisors
Indiana
$716K – – –
BWA
570
BDO Wealth Advisors
Florida
$712K -$30.6K -250 -4%
WSTAM
571
Wilbanks Smith & Thomas Asset Management
Virginia
$712K – – –
FA
572
Fagan Associates
New York
$709K +$858 +7 +0.1%
WOSD
573
WFA of San Diego
California
$708K +$337K +2,750 +91%
MPW
574
Monterey Private Wealth
California
$704K +$18.2K +148 +3%
SC
575
SouthState Corp
Florida
$701K – – –
21 22
23
24 25