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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 %
Citigroup
701
Citigroup
New York
$446K -$1.59K -13 -0.4%
LDB
702
Lee, Danner & Bass
Tennessee
$444K -$18.4K -150 -4%
BSA
703
Bull Street Advisors
Georgia
$444K – – –
FWM
704
Fairhaven Wealth Management
Illinois
$444K +$52.4K +427 +13%
RTL
705
Red Tortoise LLC
Georgia
$442K -$295K -2,401 -40%
MLL
706
Moody Lynn & Lieberson
Massachusetts
$441K – – –
NCP
707
NexWave Capital Partners
New York
$441K – – –
AA
708
AF Advisors
California
$441K – – –
CBT
709
CoreFirst Bank & Trust
Kansas
$439K -$57.7K -470 -12%
TP
710
Tranquility Partners
Tennessee
$439K – – –
ACM
711
Azimuth Capital Management
Michigan
$438K – – –
GA
712
Greenspring Advisors
Maryland
$438K +$438K +3,572 New
WCF
713
West Coast Financial
California
$435K -$12.3K -100 -3%
FP
714
Fiduciary Planning
Florida
$435K – – –
CWC
715
Carolinas Wealth Consulting
North Carolina
$434K +$1.72K +14 +0.4%
LA
716
Latitude Advisors
Florida
$434K +$91.4K +745 +27%
BFS
717
Bradley Foster & Sargent
Connecticut
$434K +$434K +3,538 New
CMS
718
Capital Market Strategies
Florida
$434K +$434K +3,544 New
PBF
719
Petix & Botte Financial
California
$433K -$433K -3,531 -50%
CA
720
Cornerstone Advisory
Maryland
$433K +$7.34K +60 +2%
DWT
721
Dorsey & Whitney Trust
South Dakota
$427K -$433K -3,530 -50%
HCP
722
Hexagon Capital Partners
Arkansas
$427K – – –
ST
723
Sabal Trust
Florida
$425K -$58.2K -475 -12%
IAMOG
724
Investors Asset Management of Georgia
Georgia
$425K – – –
PCM
725
Parsons Capital Management
Rhode Island
$421K – – –
27 28
29
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