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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 %
AAM
726
Autus Asset Management
Arizona
$299K – – –
LBC
727
Lowe Brockenbrough & Co
Virginia
$298K – – –
SAM
728
Secure Asset Management
Michigan
$297K +$11.4K +100 +4%
WOSD
729
WFA of San Diego
California
$297K +$297K +2,603 New
BAAM
730
Baker Avenue Asset Management
California
$296K – – –
CFS
731
CRA Financial Services
New Jersey
$295K +$295K +2,582 New
ICP
732
Interchange Capital Partners
Pennsylvania
$291K – – –
AA
733
AlphaMark Advisors
Kentucky
$290K -$34.2K -300 -11%
FFA
734
First Foundation Advisors
California
$289K – – –
PTC
735
Philadelphia Trust Company
Pennsylvania
$289K +$289K +2,537 New
FPW
736
Flagship Private Wealth
Massachusetts
$288K -$12.1K -105 -4%
SIC
737
Sigma Investment Counselors
Michigan
$288K – – –
SNBOSCI
738
Security National Bank of Sioux City Iowa
Iowa
$287K – – –
AIFAIM
739
American Institute for Advanced Investment Management
Arizona
$286K – – –
WIA
740
World Investment Advisors
California
$285K -$6.04K -50 -2%
MCM
741
Mengis Capital Management
Oregon
$285K – – –
NWA
742
Navis Wealth Advisors
New York
$285K – – –
FFA
743
Founders Financial Alliance
North Carolina
$284K +$1.8K +15 +0.6%
LWA
744
Lineweaver Wealth Advisors
Ohio
$284K +$284K +2,495 New
CFA
745
Carroll Financial Associates
North Carolina
$282K – – –
LWP
746
Legacy Wealth Planning
Nevada
$281K – – –
VWA
747
V Wealth Advisors
Kansas
$281K +$281K +2,460 New
AA
748
Advisory Alpha
Michigan
$280K -$25.5K -223 -8%
UBV
749
United Bank (Virginia)
Virginia
$280K – – –
MIM
750
Moseley Investment Management
Florida
$278K -$5.47K -48 -2%
28 29
30
31 32