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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 %
HI
651
Harbour Investments
Wisconsin
$529K -$2.08M -16,976 -80%
TCM
652
Twele Capital Management
Minnesota
$525K -$6.86K -56 -1%
BB
653
Busey Bank
Illinois
$522K -$4.67K -38 -0.9%
BHB
654
Bank Hapoalim BM
Israel
$521K -$29.4K -240 -5%
HC
655
Hoese & Co
Minnesota
$517K – – –
TSWM
656
Triangle Securities Wealth Management
North Carolina
$514K – – –
APW
657
Aurora Private Wealth
New Jersey
$511K -$31K -253 -6%
WF
658
WoodTrust Financial
Wisconsin
$510K – – –
CMP
659
Courage Miller Partners
Virginia
$509K -$2.21K -18 -0.4%
VNA
660
Valley National Advisers
Pennsylvania
$508K -$12.3K -100 -2%
JSW
661
Journey Strategic Wealth
New Jersey
$508K +$508K +4,140 New
FPCP
662
Fort Point Capital Partners
California
$507K -$6.01K -49 -1%
BFC
663
Bedel Financial Consulting
Indiana
$507K – – –
E
664
ETFidea
New York
$501K +$501K +4,088 New
AFAS
665
Acorn Financial Advisory Services
Virginia
$499K +$38K +310 +8%
RIA
666
Realta Investment Advisors
Delaware
$499K +$51.6K +421 +12%
HWMG
667
Hurlow Wealth Management Group
Indiana
$498K – – –
HHGA
668
Halbert Hargrove Global Advisors
California
$498K +$3.56K +29 +0.7%
CCT
669
Capital City Trust
Florida
$497K -$110K -898 -18%
USCWA
670
U.S. Capital Wealth Advisors
Texas
$490K – – –
TCWM
671
Total Clarity Wealth Management
Illinois
$487K +$21.5K +175 +5%
CCT
672
Country Club Trust
Missouri
$484K – – –
KFC
673
Klingenstein Fields & Co
New York
$481K -$395K -3,221 -45%
EHPM
674
Emery Howard Portfolio Management
California
$480K – – –
SCA
675
Snowden Capital Advisors
New York
$479K -$378K -3,084 -44%
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