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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 %
CWM
626
Cahaba Wealth Management
Georgia
$655K -$1.73K -14 -0.3%
CW
627
CreativeOne Wealth
Kansas
$650K -$76.9K -600 -11%
IP
628
Investment Partners
Ohio
$650K +$769 +6 +0.1%
WI
629
Wintrust Investments
Illinois
$650K +$16.5K +129 +3%
VC
630
Vicus Capital
Pennsylvania
$649K -$95.9K -749 -13%
LWA
631
Lineweaver Wealth Advisors
Ohio
$649K -$1.54K -12 -0.2%
Kovitz Investment Group Partners
632
Kovitz Investment Group Partners
Illinois
$647K +$647K +5,052 New
JHCP
633
Jackson Hole Capital Partners
Oklahoma
$646K -$15.1K -118 -2%
IC
634
Iconiq Capital
California
$646K +$6.92K +54 +1%
BJL
635
Brighton Jones LLC
Washington
$642K +$2.82K +22 +0.4%
GI
636
GAMCO Investors
Connecticut
$641K – – –
T
637
TNF
Montana
$640K +$1.03K +8 +0.2%
WIM
638
Warwick Investment Management
Texas
$637K – – –
SAMT
639
Select Asset Management & Trust
Pennsylvania
$632K +$632K +4,934 New
NCM
640
Neumann Capital Management
California
$631K -$40.4K -315 -6%
LA
641
LexAurum Advisors
Kansas
$629K -$1.15K -9 -0.2%
PAM
642
Palisade Asset Management
Minnesota
$625K – – –
PCM
643
Parsons Capital Management
Rhode Island
$620K +$179K +1,400 +41%
Toronto Dominion Bank
644
Toronto Dominion Bank
Ontario, Canada
$619K +$37.2K +290 +6%
CNB
645
Camden National Bank
Maine
$611K +$384 +3 +0.1%
PWM
646
PBMares Wealth Management
Virginia
$611K +$5.89K +46 +1%
SWP
647
Strategic Wealth Partners
Ohio
$607K -$1.8K -14 -0.3%
CCB
648
Country Club Bank
Missouri
$605K +$605K +4,674 New
SBH
649
Segall Bryant & Hamill
Illinois
$602K +$602K +4,694 New
LIM
650
Leavell Investment Management
Alabama
$599K -$205K -1,600 -26%
24 25
26
27 28