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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 %
NP
601
NorthRock Partners
Minnesota
$716K -$341K -2,658 -32%
HWA
602
Heartwood Wealth Advisors
Virginia
$716K – – –
NFC
603
Northeast Financial Consultants
Connecticut
$712K – – –
TLP
604
Trinity Legacy Partners
Texas
$709K +$18.7K +146 +3%
DY
605
Dowling & Yahnke
California
$705K +$6.15K +48 +0.9%
B
606
Bailard
California
$700K – – –
AIMC
607
Alley Investment Management Company
Illinois
$700K +$700K +5,464 New
SWA
608
SFMG Wealth Advisors
Texas
$699K +$384 +3 +0.1%
VCM
609
Versant Capital Management
Arizona
$695K – – –
Wealthfront Advisers
610
Wealthfront Advisers
California
$695K +$49.2K +384 +8%
DLHL
611
Donald L. Hagan LLC
Florida
$688K – – –
EWM
612
Evermay Wealth Management
Virginia
$686K – – –
PCMC
613
Private Capital Management (Colorado)
Colorado
$683K +$3.59K +28 +0.5%
LWP
614
Legacy Wealth Planning
Nevada
$681K +$405K +3,163 +147%
MPWT
615
MassMutual Private Wealth & Trust
Connecticut
$680K -$148K -1,159 -18%
FNBOSM
616
First National Bank of South Miami
Florida
$680K – – –
LPIC
617
LeJeune Puetz Investment Counsel
Michigan
$679K – – –
GPA
618
Guerra Pan Advisors
New Jersey
$679K – – –
PPW
619
Parcion Private Wealth
Washington
$678K – – –
PCA
620
Peddock Capital Advisors
Massachusetts
$677K +$1.03K +8 +0.2%
CRC
621
Curi RMB Capital
Illinois
$676K +$70.7K +551 +12%
MPCG
622
Matrix Private Capital Group
New York
$673K – – –
WPWM
623
Western Pacific Wealth Management
Illinois
$672K +$4.61K +36 +0.7%
TC
624
Telemus Capital
Michigan
$661K +$35.2K +275 +6%
HWMG
625
Hurlow Wealth Management Group
Indiana
$660K – – –
23 24
25
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