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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 %
RWG
626
Ratio Wealth Group
Colorado
$445K – – –
CCM
627
Covington Capital Management
California
$441K -$31.5K -275 -7%
SSB
628
Sandy Spring Bank
Maryland
$438K -$31.2K -272 -7%
PMG
629
ProVise Management Group
Florida
$437K +$437K +3,805 New
TCWM
630
Total Clarity Wealth Management
Illinois
$436K -$2.64K -23 -0.6%
IBOK
631
Independence Bank of Kentucky
Kentucky
$434K -$10.3K -90 -2%
ESB
632
Essex Savings Bank
Connecticut
$434K – – –
BSB
633
Bangor Savings Bank
Maine
$434K – – –
BTWM
634
Baker Tilly Wealth Management
Wisconsin
$432K -$33.1K -289 -7%
LDB
635
Lee, Danner & Bass
Tennessee
$432K -$5.73K -50 -1%
CFSG
636
Community Financial Services Group
Vermont
$432K – – –
WCG
637
Weaver Consulting Group
California
$432K – – –
BONH
638
Bank of New Hampshire
New Hampshire
$432K – – –
AFAS
639
Acorn Financial Advisory Services
Virginia
$431K -$19.5K -170 -4%
BFO
640
Biltmore Family Office
North Carolina
$431K +$183K +1,598 +74%
NG
641
Northstar Group
New York
$430K – – –
CB
642
Cadence Bank
Mississippi
$424K – – –
SIC
643
Samalin Investment Counsel
New York
$423K +$54.7K +477 +15%
SW
644
SkyOak Wealth
Michigan
$423K +$114K +995 +37%
CA
645
Cambridge Advisors
Nebraska
$422K – – –
DCM
646
Donaldson Capital Management
Indiana
$420K -$27.6K -241 -6%
Citigroup
647
Citigroup
New York
$419K -$3.39M -29,501 -89%
RIA
648
Realta Investment Advisors
Delaware
$419K +$3.79K +33 +0.9%
AMCA
649
Arthur M. Cohen & Associates
Illinois
$418K -$56.7K -494 -12%
WCF
650
West Coast Financial
California
$418K -$9.74K -85 -2%
24 25
26
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