DVY icon

iShares Select Dividend ETF
DVY

Overview Fund Activity

1,166 hedge funds and large institutions have $9.64B invested in iShares Select Dividend ETF in 2022 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 449 increasing their positions, 316 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,166
Holders Change
-15
Holders Change %
-1.27%
% of All Funds
19.72%
Holding in Top 10
57
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+21.28%
% of All Funds
0.96%
New
81
Increased
449
Reduced
316
Closed
79
Calls
$53.7M
Puts
$24.8M
Net Calls
+$28.9M
Net Calls Change
-$35M

Top Buyers

1
PCIA
Prime Capital Investment Advisors
Kansas
+$99.6M
2
Bank of America
Bank of America
North Carolina
+$96.4M
3
Morgan Stanley
Morgan Stanley
New York
+$70.5M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$66.5M
5
Wells Fargo
Wells Fargo
California
+$57M

Top Sellers

1
JSW
Journey Strategic Wealth
New Jersey
-$195M
2
CIAS
CBIZ Investment Advisory Services
Ohio
-$116M
3
SFS
Sowell Financial Services
Arkansas
-$113M
4
HI
Horizon Investments
North Carolina
-$49.8M
5
PI
PFS Investments
Georgia
-$37.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
626
CoreCap Advisors
Michigan
$606K -$990K -8,423 -62%
HWMG
627
Hurlow Wealth Management Group
Indiana
$606K – – –
WI
628
Wintrust Investments
Illinois
$606K +$8.94K +76 +1%
GLA
629
Good Life Advisors
Pennsylvania
$601K -$84.1K -715 -12%
MPWT
630
MassMutual Private Wealth & Trust
Connecticut
$598K -$26.7K -227 -4%
IP
631
Investment Partners
Ohio
$597K +$705 +6 +0.1%
PCA
632
Peddock Capital Advisors
Massachusetts
$595K -$27.1K -230 -4%
JHCP
633
Jackson Hole Capital Partners
Oklahoma
$594K – – –
Kovitz Investment Group Partners
634
Kovitz Investment Group Partners
Illinois
$594K – – –
SBH
635
Segall Bryant & Hamill
Illinois
$593K +$40.3K +342 +7%
GI
636
GAMCO Investors
Connecticut
$588K – – –
B
637
Bailard
California
$586K -$57.2K -486 -9%
WIM
638
Warwick Investment Management
Texas
$585K – – –
CW
639
CreativeOne Wealth
Kansas
$584K -$12.8K -109 -2%
PAM
640
Palisade Asset Management
Minnesota
$574K – – –
TC
641
Telemus Capital
Michigan
$572K -$34.7K -295 -6%
CCB
642
Country Club Bank
Missouri
$571K +$19.5K +165 +4%
CWM
643
Cornerstone Wealth Management
Missouri
$571K +$141K +1,202 +33%
CRC
644
Curi RMB Capital
Illinois
$569K -$50.9K -433 -8%
NCM
645
Neumann Capital Management
California
$569K -$10K -85 -2%
PCM
646
Parsons Capital Management
Rhode Island
$569K – – –
Toronto Dominion Bank
647
Toronto Dominion Bank
Ontario, Canada
$569K – – –
PBO
648
Peoples Bank (Ohio)
Ohio
$568K +$112K +955 +25%
SWP
649
Strategic Wealth Partners
Ohio
$567K +$10K +85 +2%
VC
650
Vicus Capital
Pennsylvania
$565K -$31.1K -264 -5%
24 25
26
27 28