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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 %
SVWAG
576
Sound View Wealth Advisors Group
Georgia
$779K -$18.8K -147 -2%
BAM
577
Brave Asset Management
New Jersey
$778K -$24.3K -190 -3%
AWM
578
Apollon Wealth Management
South Carolina
$777K +$109K +853 +16%
CIA
579
Choate Investment Advisors
Massachusetts
$771K – – –
EL
580
EMFO LLC
Florida
$770K +$1.03K +8 +0.1%
DIP
581
DT Investment Partners
Pennsylvania
$769K -$48.7K -380 -6%
CBFP
582
Cedar Brook Financial Partners
Ohio
$768K +$35.1K +274 +5%
SAS
583
Sanford Advisory Services
Michigan
$767K +$8.84K +69 +1%
CA
584
Calton & Associates
Florida
$763K -$199K -1,554 -21%
CTC
585
Central Trust Company
Missouri
$755K – – –
SS
586
Sunbelt Securities
Texas
$751K -$1.08M -8,338 -59%
PFA
587
Pinnacle Family Advisors
Missouri
$748K -$102K -799 -12%
MIM
588
Marco Investment Management
Georgia
$748K +$321K +2,505 +75%
GIM
589
Grassi Investment Management
California
$747K -$12K -94 -2%
YIH
590
Y-Intercept (HK)
Hong Kong
$746K -$107K -834 -13%
GLA
591
Good Life Advisors
Pennsylvania
$746K +$53.8K +420 +8%
BWA
592
BDO Wealth Advisors
Florida
$745K +$641 +5 +0.1%
MPW
593
Monterey Private Wealth
California
$743K – – –
FA
594
Fagan Associates
New York
$742K +$384 +3 +0.1%
WF
595
Warner Financial
Maryland
$740K +$2.21K +13 +0.3%
PFM
596
Phillips Financial Management
Indiana
$737K +$737K +5,735 New
GVAG
597
Great Valley Advisor Group
Delaware
$734K +$131K +1,024 +22%
SC
598
SouthState Corp
Florida
$733K – – –
LWM
599
Loveless Wealth Management
Montana
$731K -$19.2K -150 -3%
LA
600
Latitude Advisors
Florida
$726K +$273K +2,129 +60%
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