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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 %
SSG
601
Summit Securities Group
New York
$650K +$12.3K +100 +2%
PCMC
602
Private Capital Management (Colorado)
Colorado
$650K +$283K +2,312 +77%
PCA
603
Peddock Capital Advisors
Massachusetts
$647K +$1.1K +9 +0.2%
MPCG
604
Matrix Private Capital Group
New York
$644K +$25.7K +210 +4%
PCA
605
Pallas Capital Advisors
Massachusetts
$643K -$698K -5,715 -52%
NCM
606
Neumann Capital Management
California
$642K -$49K -400 -7%
CF
607
Centaurus Financial
California
$642K +$33.5K +273 +5%
AWM
608
Apollon Wealth Management
South Carolina
$639K +$639K +5,211 New
WPWM
609
Western Pacific Wealth Management
Illinois
$639K +$639K +5,212 New
T
610
TNF
Montana
$637K +$1.15K +9 +0.2%
BA
611
Ballew Advisors
Mississippi
$635K +$128 +1 +0%
JHCP
612
Jackson Hole Capital Partners
Oklahoma
$633K +$14.5K +118 +2%
EWA
613
Exencial Wealth Advisors
Oklahoma
$633K +$633K +5,166 New
ES
614
Eagle Strategies
New York
$629K +$629K +5,128 New
VAS
615
Vestmark Advisory Solutions
Massachusetts
$628K +$186K +1,520 +42%
LWA
616
Lineweaver Wealth Advisors
Ohio
$623K -$48.4K -395 -7%
IP
617
Investment Partners
Ohio
$621K +$25.3K +206 +4%
Wealthfront Advisers
618
Wealthfront Advisers
California
$618K +$356K +2,905 +136%
BAM
619
Bellevue Asset Management
Washington
$617K -$4.91K -40 -0.8%
GI
620
GAMCO Investors
Connecticut
$613K – – –
IC
621
Iconiq Capital
California
$612K +$2.7K +22 +0.4%
BJL
622
Brighton Jones LLC
Washington
$612K +$2.82K +23 +0.5%
WIM
623
Warwick Investment Management
Texas
$610K +$610K +4,973 New
WI
624
Wintrust Investments
Illinois
$606K +$17.8K +145 +3%
CT
625
Cambridge Trust
Massachusetts
$604K -$28.5K -233 -5%
23 24
25
26 27