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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 %
GM
701
Granger Management
New York
$271K +$271K +2,819 New
JAG
702
Journey Advisory Group
Kentucky
$267K +$267K +2,777 New
PCA
703
Providence Capital Advisors
North Carolina
$266K +$960 +10 +0.4%
CW
704
CreativeOne Wealth
Kansas
$266K +$266K +2,764 New
ST
705
Sentinel Trust
Texas
$265K – – –
FPWM
706
FSB Premier Wealth Management
Iowa
$263K +$263K +2,740 New
SW
707
SkyOak Wealth
Michigan
$259K +$4.81K +50 +2%
AA
708
Advisory Alpha
Michigan
$257K -$77.6K -808 -23%
SNT
709
Security National Trust
West Virginia
$257K +$20.5K +213 +9%
DSN
710
D. Scott Neal
Kentucky
$257K +$257K +2,667 New
FPW
711
Flagship Private Wealth
Massachusetts
$256K +$256K +2,599 New
NC
712
NewSquare Capital
Pennsylvania
$255K -$33.1K -344 -11%
OCM
713
Orleans Capital Management
Louisiana
$255K – – –
GFS
714
GYL Financial Synergies
Connecticut
$254K +$6.25K +65 +3%
FFA
715
Freedman Financial Associates
Massachusetts
$254K +$254K +2,645 New
GLA
716
Great Lakes Advisors
Illinois
$253K -$118K -1,229 -32%
EWM
717
EPG Wealth Management
Georgia
$253K +$288 +3 +0.1%
AAM
718
Autus Asset Management
Arizona
$253K +$253K +2,622 New
GAM
719
Grandview Asset Management
Pennsylvania
$252K +$14.1K +147 +6%
LBC
720
Lowe Brockenbrough & Co
Virginia
$251K +$251K +2,610 New
BAAM
721
Baker Avenue Asset Management
California
$250K – – –
CP
722
Cumberland Partners
Ontario, Canada
$249K -$490K -5,100 -66%
WIA
723
World Investment Advisors
California
$249K -$8.79K -85 -3%
CG
724
Clarus Group
Texas
$248K +$248K +2,403 New
AWA
725
Arkadios Wealth Advisors
Georgia
$245K +$245K +2,553 New
27 28
29
30 31