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iShares Select Dividend ETF
DVY

Overview Fund Activity

959 hedge funds and large institutions have $5.93B invested in iShares Select Dividend ETF in 2020 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 243 increasing their positions, 361 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+106
Holders Change %
+12.43%
% of All Funds
17.02%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.5%
New
165
Increased
243
Reduced
361
Closed
43
Calls
$163M
Puts
$43.1M
Net Calls
+$120M
Net Calls Change
+$283M

Top Buyers

1
AC
Allstate Corporation
Illinois
+$51M
2
Wells Fargo
Wells Fargo
California
+$46.1M
3
PI
PFS Investments
Georgia
+$28.6M
4
VFP
Verus Financial Partners
Virginia
+$20.7M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$19.2M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$19M
2
HNB
Huntington National Bank
Ohio
-$18.3M
3
AAS
Avantax Advisory Services
Texas
-$14.4M
4
UBS Group
UBS Group
Switzerland
-$10.7M
5
HWA
Heartwood Wealth Advisors
Virginia
-$9.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPSC
651
Carl P. Sherr & Co
Massachusetts
$330K – – –
CCMG
652
Clark Capital Management Group
Pennsylvania
$328K – – –
FA
653
FC Advisory
Pennsylvania
$324K -$769 -8 -0.2%
CFG
654
Cooper Financial Group
California
$324K +$324K +3,373 New
QAM
655
QCI Asset Management
New York
$322K -$96.3K -1,000 -23%
SWA
656
SFMG Wealth Advisors
Texas
$322K – – –
AIA
657
Arbor Investment Advisors
North Carolina
$320K +$1.45K +15 +0.5%
ODG
658
O'Dell Group
Ohio
$319K +$319K +3,319 New
AWM
659
Altium Wealth Management
New York
$317K -$169K -1,756 -35%
AWM
660
AllSquare Wealth Management
New York
$312K – – –
WG
661
Welch Group
Alabama
$310K -$3.46K -36 -1%
CCT
662
Country Club Trust
Missouri
$310K +$3.44K +36 +1%
SIA
663
Soltis Investment Advisors
Utah
$308K +$45.6K +475 +17%
SIC
664
Samalin Investment Counsel
New York
$307K -$13K -135 -4%
FWM
665
Fairhaven Wealth Management
Illinois
$307K +$69.1K +719 +29%
CAS
666
Coppell Advisory Solutions
Texas
$305K +$305K +3,170 New
DAC
667
Dividend Assets Capital
South Carolina
$304K +$46.2K +480 +18%
FFWM
668
Future Financial Wealth Management
Ohio
$304K +$304K +3,159 New
FCA
669
FinTrust Capital Advisors
South Carolina
$303K +$40.9K +426 +16%
PVH
670
Psagot Value Holdings
Israel
$302K -$221K -2,297 -42%
APA
671
Allegiant Private Advisors
Florida
$302K +$302K +3,142 New
AIA
672
Armor Investment Advisors
North Carolina
$299K +$48.5K +505 +19%
PGWM
673
Parisi Gray Wealth Management
New Jersey
$298K -$23.1K -240 -7%
AFAS
674
Acorn Financial Advisory Services
Virginia
$298K +$1.07K +11 +0.4%
PWLP
675
Prio Wealth Limited Partnership
Massachusetts
$296K -$29.1K -302 -9%
25 26
27
28 29