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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,166 hedge funds and large institutions have $9.64B invested in iShares Select Dividend ETF in 2022 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 449 increasing their positions, 316 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,166
Holders Change
-15
Holders Change %
-1.27%
% of All Funds
19.72%
Holding in Top 10
57
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+21.28%
% of All Funds
0.96%
New
81
Increased
449
Reduced
316
Closed
79
Calls
$53.7M
Puts
$24.8M
Net Calls
+$28.9M
Net Calls Change
-$35M

Top Buyers

1
PCIA
Prime Capital Investment Advisors
Kansas
+$99.6M
2
Bank of America
Bank of America
North Carolina
+$96.4M
3
Morgan Stanley
Morgan Stanley
New York
+$70.5M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$66.5M
5
Wells Fargo
Wells Fargo
California
+$57M

Top Sellers

1
JSW
Journey Strategic Wealth
New Jersey
-$195M
2
CIAS
CBIZ Investment Advisory Services
Ohio
-$116M
3
SFS
Sowell Financial Services
Arkansas
-$113M
4
HI
Horizon Investments
North Carolina
-$49.8M
5
PI
PFS Investments
Georgia
-$37.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNWWM
576
Laird Norton Wetherby Wealth Management
California
$721K -$112K -951 -13%
EL
577
EMFO LLC
Florida
$708K +$942 +8 +0.1%
DIP
578
DT Investment Partners
Pennsylvania
$706K – – –
AWM
579
Apollon Wealth Management
South Carolina
$702K -$11.8K -100 -2%
BWA
580
BDO Wealth Advisors
Florida
$699K +$15.5K +132 +2%
FNBOSM
581
First National Bank of South Miami
Florida
$697K +$72.6K +617 +12%
NP
582
NorthRock Partners
Minnesota
$689K +$31.1K +264 +5%
DWT
583
Dorsey & Whitney Trust
South Dakota
$685K -$101K -860 -13%
CBFP
584
Cedar Brook Financial Partners
Ohio
$685K -$20.3K -172 -3%
CA
585
Calton & Associates
Florida
$685K -$15.2K -129 -2%
PCMC
586
Private Capital Management (Colorado)
Colorado
$683K – – –
FCC
587
Florin Court Capital
United Kingdom
$682K -$129K -1,100 -16%
FA
588
Fagan Associates
New York
$682K +$471 +4 +0.1%
WF
589
Warner Financial
Maryland
$682K +$169K +1,437 +33%
FCA
590
FinTrust Capital Advisors
South Carolina
$679K -$39.8K -338 -6%
PFA
591
Pinnacle Family Advisors
Missouri
$679K -$7.88K -67 -1%
MPW
592
Monterey Private Wealth
California
$679K +$4K +34 +0.6%
LWP
593
Legacy Wealth Planning
Nevada
$679K +$53.8K +457 +9%
CTC
594
Central Trust Company
Missouri
$678K -$15.5K -132 -2%
CPSAC
595
Chas P. Smith & Associates (CPS)
Florida
$672K -$48.2K -410 -7%
LWM
596
Loveless Wealth Management
Montana
$671K – – –
TA
597
TruWealth Advisors
Louisiana
$663K +$141K +1,195 +27%
GPA
598
Guerra Pan Advisors
New Jersey
$661K +$122 +1 +0%
FFA
599
Founders Financial Alliance
North Carolina
$653K +$392K +3,331 +150%
MIM
600
Marco Investment Management
Georgia
$652K -$35.3K -300 -5%
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