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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 %
CBFP
576
Cedar Brook Financial Partners
Ohio
$701K +$16.2K +132 +2%
AC
577
Alley Company
Illinois
$695K +$38.5K +314 +6%
CW
578
CreativeOne Wealth
Kansas
$695K +$169K +1,378 +32%
HWA
579
Heartwood Wealth Advisors
Virginia
$685K +$3.43K +28 +0.5%
GFS
580
GYL Financial Synergies
Connecticut
$685K +$71.2K +581 +12%
NFC
581
Northeast Financial Consultants
Connecticut
$682K – – –
AWA
582
Arkadios Wealth Advisors
Georgia
$679K +$25.5K +208 +4%
CA
583
CoreCap Advisors
Michigan
$679K +$679K +5,542 New
PPW
584
Parcion Private Wealth
Washington
$676K +$676K +5,291 New
BWA
585
Blodgett Wealth Advisors
California
$673K +$673K +5,488 New
B
586
Bailard
California
$670K +$53K +432 +9%
DY
587
Dowling & Yahnke
California
$669K – – –
SWA
588
SFMG Wealth Advisors
Texas
$668K +$258K +2,106 +63%
VCM
589
Versant Capital Management
Arizona
$665K – – –
GPA
590
Guerra Pan Advisors
New Jersey
$663K +$663K +5,405 New
GLA
591
Good Life Advisors
Pennsylvania
$662K +$5.51K +45 +0.8%
DAS
592
Dynamic Advisor Solutions
Arizona
$661K -$421K -3,438 -39%
TLP
593
Trinity Legacy Partners
Texas
$661K -$2.82K -23 -0.4%
IWM
594
IHT Wealth Management
Illinois
$659K +$168K +1,371 +34%
DLHL
595
Donald L. Hagan LLC
Florida
$658K – – –
EWM
596
Evermay Wealth Management
Virginia
$656K – – –
MW
597
Marcum Wealth
Ohio
$653K +$653K +5,327 New
CWM
598
Cahaba Wealth Management
Georgia
$652K -$16.1K -131 -2%
LPIC
599
LeJeune Puetz Investment Counsel
Michigan
$650K – – –
FNBOSM
600
First National Bank of South Miami
Florida
$650K – – –
22 23
24
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