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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 %
CL
676
Choreo LLC
Illinois
$476K -$6.13K -50 -1%
Bessemer Group
677
Bessemer Group
New Jersey
$472K -$33.1K -270 -7%
IWS
678
Insight Wealth Strategies
California
$471K -$1.03M -8,419 -69%
PMG
679
ProVise Management Group
Florida
$466K -$123 -1 -0%
CSIC
680
Clifford Swan Investment Counsel
California
$466K – – –
OCM
681
Orion Capital Management
California
$464K -$71.8K -586 -13%
IBOK
682
Independence Bank of Kentucky
Kentucky
$464K – – –
BSB
683
Bangor Savings Bank
Maine
$463K -$613 -5 -0.1%
BTWM
684
Baker Tilly Wealth Management
Wisconsin
$463K +$1.47K +12 +0.3%
RWG
685
Ratio Wealth Group
Colorado
$463K -$12.4K -101 -3%
CFG
686
Cooper Financial Group
California
$462K +$462K +3,770 New
BFO
687
Biltmore Family Office
North Carolina
$461K – – –
SSB
688
Sandy Spring Bank
Maryland
$459K -$9.2K -75 -2%
NG
689
Northstar Group
New York
$459K – – –
1WA
690
180 Wealth Advisors
Washington
$457K -$27.7K -227 -6%
AllianceBernstein
691
AllianceBernstein
Tennessee
$454K +$53K +432 +13%
CB
692
Cadence Bank
Mississippi
$453K – – –
WCG
693
Weaver Consulting Group
California
$452K -$10.1K -82 -2%
SW
694
SkyOak Wealth
Michigan
$452K – – –
CA
695
Cambridge Advisors
Nebraska
$451K – – –
DCM
696
Donaldson Capital Management
Indiana
$451K +$1.59K +13 +0.4%
AMCA
697
Arthur M. Cohen & Associates
Illinois
$448K +$1.96K +16 +0.4%
CWM
698
Cornerstone Wealth Management
Missouri
$448K +$13.3K +108 +3%
KWS
699
Keystone Wealth Services
California
$447K +$447K +3,643 New
Citigroup
700
Citigroup
New York
$446K -$1.59K -13 -0.4%
26 27
28
29 30