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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 %
MA
676
Montag & Associates
Georgia
$538K +$256K +2,000 +91%
TSWM
677
Triangle Securities Wealth Management
North Carolina
$537K – – –
BB
678
Busey Bank
Illinois
$534K -$11.2K -87 -2%
APW
679
Aurora Private Wealth
New Jersey
$534K +$256 +2 +0%
CMP
680
Courage Miller Partners
Virginia
$532K -$641 -5 -0.1%
WF
681
WoodTrust Financial
Wisconsin
$531K -$1.79K -14 -0.3%
VNA
682
Valley National Advisers
Pennsylvania
$530K – – –
BFC
683
Bedel Financial Consulting
Indiana
$530K – – –
WPA
684
West Paces Advisors
Georgia
$525K +$111K +868 +27%
HHGA
685
Halbert Hargrove Global Advisors
California
$524K +$3.59K +28 +0.7%
AFAS
686
Acorn Financial Advisory Services
Virginia
$523K +$1.28K +10 +0.2%
CCT
687
Capital City Trust
Florida
$520K – – –
F
688
F3Logic
Minnesota
$518K -$51.1K -398 -9%
TCWM
689
Total Clarity Wealth Management
Illinois
$514K +$4.74K +37 +0.9%
JAG
690
Journey Advisory Group
Kentucky
$513K +$156K +1,220 +44%
USCWA
691
U.S. Capital Wealth Advisors
Texas
$512K – – –
RIA
692
Realta Investment Advisors
Delaware
$508K -$14K -109 -3%
KFC
693
Klingenstein Fields & Co
New York
$503K – – –
AMCA
694
Arthur M. Cohen & Associates
Illinois
$502K +$33K +257 +7%
CL
695
Choreo LLC
Illinois
$497K – – –
HCM
696
Highview Capital Management
Illinois
$496K +$496K +3,870 New
PBO
697
Peoples Bank (Ohio)
Ohio
$495K +$169K +1,325 +52%
FT
698
Fiduciary Trust
Massachusetts
$494K +$283K +2,206 +134%
CSIC
699
Clifford Swan Investment Counsel
California
$487K – – –
PMG
700
ProVise Management Group
Florida
$487K – – –
26 27
28
29 30