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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,022 hedge funds and large institutions have $7.35B invested in iShares Select Dividend ETF in 2021 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 334 increasing their positions, 318 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,022
Holders Change
-5
Holders Change %
-0.49%
% of All Funds
17.95%
Holding in Top 10
31
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-26.19%
% of All Funds
0.54%
New
65
Increased
334
Reduced
318
Closed
55
Calls
$68.4M
Puts
$44.3M
Net Calls
+$24.1M
Net Calls Change
-$119M

Top Buyers

1
AF
Ally Financial
Michigan
+$70.1M
2
MHI
Miller Howard Investments
New York
+$17.7M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$13.1M
4
BOH
Bank of Hawaii
Hawaii
+$12.2M
5
Bank of America
Bank of America
North Carolina
+$10.5M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$254M
2
PI
PFS Investments
Georgia
-$108M
3
FIA
Foundations Investment Advisors
Arizona
-$91.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$45.6M
5
Osaic Holdings
Osaic Holdings
Arizona
-$24.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSFS
701
Wilmington Savings Fund Society
Delaware
$351K – – –
TGAM
702
TBH Global Asset Management
Tennessee
$350K +$115 +1 +0%
WOSD
703
WFA of San Diego
California
$347K – – –
C
704
Certuity
Florida
$345K +$110K +954 +47%
PCMC
705
Private Capital Management (Colorado)
Colorado
$343K +$70.1K +611 +26%
SFWC
706
Strategic Family Wealth Counselors
New Jersey
$342K – – –
SIA
707
Soltis Investment Advisors
Utah
$341K -$18.6K -162 -5%
DE
708
Day & Ennis
Georgia
$341K -$918 -8 -0.3%
ANHIM
709
Alan N. Hoffman Investment Management
Massachusetts
$337K -$3.45K -30 -1%
SNT
710
Security National Trust
West Virginia
$331K – – –
MAG
711
MRA Advisory Group
New Jersey
$329K – – –
OC
712
Oakworth Capital
Alabama
$327K -$4.24K -37 -1%
MIM
713
Marco Investment Management
Georgia
$325K – – –
KPCM
714
Kings Point Capital Management
New York
$325K +$45.8K +400 +16%
CHA
715
Carmichael Hill & Associates
Maryland
$324K – – –
Financial Engines Advisors
716
Financial Engines Advisors
California
$324K +$324K +2,832 New
KFGK
717
Keystone Financial Group (Kentucky)
Kentucky
$322K -$29.3K -256 -8%
SFG
718
SNS Financial Group
Minnesota
$322K – – –
PMFA
719
Plante Moran Financial Advisors
Michigan
$322K +$119K +1,038 +59%
PIA
720
Perennial Investment Advisors
California
$321K +$99.4K +869 +45%
LA
721
Latitude Advisors
Florida
$320K +$320K +2,793 New
JAG
722
Journey Advisory Group
Kentucky
$319K – – –
ST
723
Sentinel Trust
Texas
$316K – – –
FPWM
724
FSB Premier Wealth Management
Iowa
$314K – – –
PWLP
725
Prio Wealth Limited Partnership
Massachusetts
$313K -$11.5K -100 -4%
27 28
29
30 31