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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,022 hedge funds and large institutions have $7.35B invested in iShares Select Dividend ETF in 2021 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 334 increasing their positions, 318 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,022
Holders Change
-5
Holders Change %
-0.49%
% of All Funds
17.95%
Holding in Top 10
31
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-26.19%
% of All Funds
0.54%
New
65
Increased
334
Reduced
318
Closed
55
Calls
$68.4M
Puts
$44.3M
Net Calls
+$24.1M
Net Calls Change
-$119M

Top Buyers

1
AF
Ally Financial
Michigan
+$70.1M
2
MHI
Miller Howard Investments
New York
+$17.7M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$13.1M
4
BOH
Bank of Hawaii
Hawaii
+$12.2M
5
Bank of America
Bank of America
North Carolina
+$10.5M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$254M
2
PI
PFS Investments
Georgia
-$108M
3
FIA
Foundations Investment Advisors
Arizona
-$91.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$45.6M
5
Osaic Holdings
Osaic Holdings
Arizona
-$24.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
VNA
601
Valley National Advisers
Pennsylvania
$486K -$11.5K -100 -2%
HC
602
Hoese & Co
Minnesota
$484K – – –
TSWM
603
Triangle Securities Wealth Management
North Carolina
$481K – – –
FPCP
604
Fort Point Capital Partners
California
$480K +$480K +4,184 New
CMP
605
Courage Miller Partners
Virginia
$479K -$12.6K -110 -3%
WF
606
WoodTrust Financial
Wisconsin
$477K – – –
DJSG
607
D.J. St. Germain
Massachusetts
$476K -$67.1K -585 -12%
BFC
608
Bedel Financial Consulting
Indiana
$474K – – –
Bessemer Group
609
Bessemer Group
New Jersey
$473K -$25.8K -225 -5%
1WA
610
180 Wealth Advisors
Washington
$472K -$16.4K -138 -3%
PWM
611
Perigon Wealth Management
California
$466K +$6.31K +55 +1%
CBT
612
CoreFirst Bank & Trust
Kansas
$465K – – –
MFS
613
Madrona Financial Services
Washington
$465K +$465K +4,055 New
HHGA
614
Halbert Hargrove Global Advisors
California
$463K +$4.02K +35 +0.9%
FIA
615
Foundations Investment Advisors
Arizona
$462K -$91.4M -780,539 -99%
CCT
616
Country Club Trust
Missouri
$462K – – –
IWM
617
IHT Wealth Management
Illinois
$460K -$125K -1,085 -21%
USCWA
618
U.S. Capital Wealth Advisors
Texas
$458K +$458K +3,995 New
CSIC
619
Clifford Swan Investment Counsel
California
$453K -$23.8K -200 -5%
ST
620
Sabal Trust
Florida
$453K +$54.5K +475 +14%
CL
621
Choreo LLC
Illinois
$451K +$5.74K +50 +1%
CWA
622
Clarus Wealth Advisors
Arizona
$450K – – –
VHAM
623
Van Hulzen Asset Management
California
$449K -$14.7K -128 -3%
EHPM
624
Emery Howard Portfolio Management
California
$449K – – –
TI
625
Trexquant Investment
Connecticut
$448K +$448K +3,904 New
23 24
25
26 27