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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 %
CT
651
Cambridge Trust
Massachusetts
$599K -$32.5K -254 -5%
MFS
652
Madrona Financial Services
Washington
$590K – – –
HWA
653
HCR Wealth Advisors
California
$584K – – –
JFGIW
654
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$580K – – –
MCM
655
Moore Capital Management
New York
$577K +$577K +4,500 New
KWM
656
Kingsview Wealth Management
Oregon
$576K -$562K -4,385 -49%
WCG
657
Weaver Consulting Group
California
$576K +$104K +815 +22%
C
658
Covestor
United Kingdom
$576K +$287K +2,237 +99%
CP
659
Cumberland Partners
Ontario, Canada
$575K -$893K -6,970 -61%
CAN
660
Claraphi Advisory Network
United States
$574K +$574K +4,476 New
VIP
661
Vantage Investment Partners
Missouri
$573K – – –
TA
662
TruWealth Advisors
Louisiana
$569K – – –
EWA
663
Exencial Wealth Advisors
Oklahoma
$564K -$98K -765 -15%
BAM
664
Bellevue Asset Management
Washington
$564K -$85K -659 -13%
SFS
665
Summit Financial Strategies
Ohio
$563K – – –
FMC
666
First Merchants Corp
Indiana
$559K – – –
BONH
667
Bank of New Hampshire
New Hampshire
$559K – – –
ERWM
668
Elk River Wealth Management
Colorado
$557K – – –
FPCP
669
Fort Point Capital Partners
California
$557K +$26.8K +209 +5%
CCMG
670
Clark Capital Management Group
Pennsylvania
$553K -$310K -2,417 -36%
GFS
671
GYL Financial Synergies
Connecticut
$551K -$165K -1,288 -23%
CFS
672
CRA Financial Services
New Jersey
$544K +$191K +1,490 +54%
HC
673
Hoese & Co
Minnesota
$540K – – –
CST
674
Charles Schwab Trust
Nevada
$539K +$539K +4,209 New
Bessemer Group
675
Bessemer Group
New Jersey
$538K +$44K +343 +9%
25 26
27
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