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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 %
CA
626
CapWealth Advisors
Tennessee
$603K -$27.3K -223 -4%
LA
627
LexAurum Advisors
Kansas
$603K – – –
Millennium Management
628
Millennium Management
New York
$599K -$5.76K -47 -1%
TC
629
Telemus Capital
Michigan
$599K +$27K +220 +5%
PAM
630
Palisade Asset Management
Minnesota
$598K -$12.3K -100 -2%
CNB
631
Camden National Bank
Maine
$584K -$46K -375 -7%
SWP
632
Strategic Wealth Partners
Ohio
$582K -$15.3K -125 -3%
CRC
633
Curi RMB Capital
Illinois
$579K +$3.43K +28 +0.6%
PWM
634
PBMares Wealth Management
Virginia
$579K +$20K +163 +4%
OAM
635
Oppenheimer Asset Management
New York
$576K -$93.1K -759 -14%
GVAG
636
Great Valley Advisor Group
Delaware
$576K +$49.9K +409 +9%
GCA
637
Greenwood Capital Associates
South Carolina
$567K +$567K +4,629 New
MFS
638
Madrona Financial Services
Washington
$565K +$67.5K +550 +14%
RF
639
Resolute Financial
Massachusetts
$560K +$560K +4,567 New
HWA
640
HCR Wealth Advisors
California
$559K – – –
JFGIW
641
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$555K -$20.2K -165 -4%
Toronto Dominion Bank
642
Toronto Dominion Bank
Ontario, Canada
$555K – – –
VIP
643
Vantage Investment Partners
Missouri
$548K – – –
F
644
F3Logic
Minnesota
$545K -$24.9K -203 -4%
TA
645
TruWealth Advisors
Louisiana
$544K -$12.7K -104 -2%
SFS
646
Summit Financial Strategies
Ohio
$538K – – –
FMC
647
First Merchants Corp
Indiana
$535K -$324K -2,647 -38%
BONH
648
Bank of New Hampshire
New Hampshire
$534K +$79.6K +650 +18%
ERWM
649
Elk River Wealth Management
Colorado
$533K -$81.7K -666 -13%
WF
650
Warner Financial
Maryland
$533K +$533K +4,348 New
24 25
26
27 28