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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,001 hedge funds and large institutions have $7.56B invested in iShares Select Dividend ETF in 2021 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 275 increasing their positions, 365 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,001
Holders Change
+42
Holders Change %
+4.38%
% of All Funds
17.63%
Holding in Top 10
38
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+35.71%
% of All Funds
0.67%
New
107
Increased
275
Reduced
365
Closed
56
Calls
$136M
Puts
$39.5M
Net Calls
+$96.5M
Net Calls Change
-$23.7M

Top Buyers

1
HI
Horizon Investments
North Carolina
+$167M
2
PIM
Parker Investment Management
California
+$143M
3
Wells Fargo
Wells Fargo
California
+$86M
4
FIA
Foundations Investment Advisors
Arizona
+$82.3M
5
PI
PFS Investments
Georgia
+$40.3M

Top Sellers

1
AC
Allstate Corporation
Illinois
-$30.2M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$27.1M
3
Jane Street
Jane Street
New York
-$25.4M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$25.1M
5
HNB
Huntington National Bank
Ohio
-$19.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
JAG
701
Journey Advisory Group
Kentucky
$317K – – –
SW
702
SkyOak Wealth
Michigan
$317K – – –
PCA
703
Providence Capital Advisors
North Carolina
$316K – – –
ST
704
Sentinel Trust
Texas
$314K – – –
EFS
705
Essex Financial Services
Connecticut
$314K +$314K +2,750 New
FPWM
706
FSB Premier Wealth Management
Iowa
$312K – – –
PCA
707
Personal Capital Advisors
California
$312K +$58.1K +509 +23%
IAN
708
Integrated Advisors Network
Texas
$312K +$312K +2,731 New
TCOO
709
Trust Company of Oklahoma
Oklahoma
$311K +$59.7K +523 +24%
NB
710
Northwest Bancshares
Pennsylvania
$311K -$10.5K -92 -3%
HZ
711
Hixon Zuercher
Ohio
$309K +$20.8K +182 +7%
MFM
712
Mirsky Financial Management
New York
$308K -$146K -1,276 -32%
SYBT
713
Stock Yards Bank & Trust
Kentucky
$308K +$308K +2,693 New
BCM
714
Bluefin Capital Management
New York
$308K +$308K +2,700 New
DE
715
Day & Ennis
Georgia
$306K +$48.9K +429 +19%
SNT
716
Security National Trust
West Virginia
$305K – – –
GWM
717
Gitterman Wealth Management
New Jersey
$305K +$305K +2,670 New
OPOWM
718
One Plus One Wealth Management
Florida
$305K +$305K +2,670 New
DSN
719
D. Scott Neal
Kentucky
$304K – – –
DAC
720
Dividend Assets Capital
South Carolina
$303K -$57K -500 -16%
OCM
721
Orleans Capital Management
Louisiana
$302K – – –
NC
722
NewSquare Capital
Pennsylvania
$302K – – –
FFA
723
Freedman Financial Associates
Massachusetts
$302K – – –
GFS
724
GYL Financial Synergies
Connecticut
$301K – – –
EWM
725
EPG Wealth Management
Georgia
$301K +$343 +3 +0.1%
27 28
29
30 31