DVY icon

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 %
AWM
551
Avior Wealth Management
Nebraska
$878K +$10.4K +81 +1%
GCM
552
G2 Capital Management
Ohio
$876K – – –
WA
553
WealthTrust Axiom
Pennsylvania
$875K – – –
WAM
554
Weatherly Asset Management
California
$873K +$24.6K +192 +3%
DAS
555
Dynamic Advisor Solutions
Arizona
$869K +$178K +1,393 +26%
WDG
556
Wealth Dimensions Group
Ohio
$868K -$5.13K -40 -0.6%
WTC
557
WhitTier Trust Company
Nevada
$867K -$15.4K -120 -2%
ORC
558
O'Rourke & Company
Massachusetts
$863K +$15.5K +121 +2%
KM
559
Kalos Management
Georgia
$858K +$858K +6,636 New
DWT
560
Dorsey & Whitney Trust
South Dakota
$857K +$411K +3,205 +92%
BFS
561
Bradley Foster & Sargent
Connecticut
$840K +$387K +3,021 +85%
WP
562
WealthPLAN Partners
Nebraska
$833K +$7.41K +60 +0.9%
WIM
563
WealthPlan Investment Management
Nebraska
$833K +$833K +6,746 New
MC
564
Moors & Cabot
Massachusetts
$823K +$256 +2 +0%
ES
565
Eagle Strategies
New York
$814K +$157K +1,225 +24%
PO
566
Private Ocean
California
$801K -$897 -7 -0.1%
RE
567
RBC Europe
United Kingdom
$801K – – –
BFA
568
Beacon Financial Advisory
Ohio
$801K +$19K +148 +2%
IWM
569
IHT Wealth Management
Illinois
$796K +$107K +835 +16%
BA
570
Ballew Advisors
Mississippi
$793K +$152K +1,182 +24%
CA
571
Continuum Advisory
Idaho
$789K – – –
CPSAC
572
Chas P. Smith & Associates (CPS)
Florida
$785K – – –
FCA
573
FinTrust Capital Advisors
South Carolina
$783K +$9.87K +77 +1%
WSTAM
574
Wilbanks Smith & Thomas Asset Management
Virginia
$783K +$56.4K +451 +8%
HIP
575
HUB Investment Partners
Texas
$779K -$49.5K -386 -6%
21 22
23
24 25