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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 %
ESB
701
Essex Savings Bank
Connecticut
$487K +$21.4K +167 +5%
OCM
702
Orion Capital Management
California
$485K – – –
E
703
ETFidea
New York
$485K -$39.1K -305 -7%
IWS
704
Insight Wealth Strategies
California
$484K -$8.34K -65 -2%
RWG
705
Ratio Wealth Group
Colorado
$484K – – –
BFO
706
Biltmore Family Office
North Carolina
$481K – – –
1WA
707
180 Wealth Advisors
Washington
$480K -$9.54K -73 -2%
BSB
708
Bangor Savings Bank
Maine
$480K -$4.1K -32 -0.8%
DCM
709
Donaldson Capital Management
Indiana
$479K +$7.31K +57 +2%
SSB
710
Sandy Spring Bank
Maryland
$477K -$3.21K -25 -0.7%
SG
711
StoneX Group
New York
$474K +$474K +3,697 New
SW
712
SkyOak Wealth
Michigan
$473K – – –
CA
713
Cambridge Advisors
Nebraska
$471K – – –
RSWM
714
Robertson Stephens Wealth Management
California
$471K +$164K +1,281 +54%
CWM
715
Cornerstone Wealth Management
Missouri
$468K – – –
KWS
716
Keystone Wealth Services
California
$467K – – –
NG
717
Northstar Group
New York
$466K -$14.9K -116 -3%
LDB
718
Lee, Danner & Bass
Tennessee
$464K – – –
FWM
719
Fairhaven Wealth Management
Illinois
$464K – – –
BSA
720
Bull Street Advisors
Georgia
$464K – – –
RTL
721
Red Tortoise LLC
Georgia
$462K – – –
MLL
722
Moody Lynn & Lieberson
Massachusetts
$461K – – –
Financial Engines Advisors
723
Financial Engines Advisors
California
$461K +$88.8K +693 +24%
TP
724
Tranquility Partners
Tennessee
$459K – – –
GA
725
Greenspring Advisors
Maryland
$458K – – –
27 28
29
30 31