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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,027 hedge funds and large institutions have $7.95B invested in iShares Select Dividend ETF in 2021 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 388 increasing their positions, 296 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,027
Holders Change
+26
Holders Change %
+2.6%
% of All Funds
17.93%
Holding in Top 10
42
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.53%
% of All Funds
0.73%
New
81
Increased
388
Reduced
296
Closed
44
Calls
$165M
Puts
$21.3M
Net Calls
+$144M
Net Calls Change
+$47M

Top Buyers

1
HI
Horizon Investments
North Carolina
+$83.4M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$81.6M
3
PI
PFS Investments
Georgia
+$33.3M
4
Morgan Stanley
Morgan Stanley
New York
+$33.1M
5
HNB
Huntington National Bank
Ohio
+$24.7M

Top Sellers

1
PIM
Parker Investment Management
California
-$143M
2
AF
Ally Financial
Michigan
-$32.7M
3
AC
Allstate Corporation
Illinois
-$30.2M
4
Wells Fargo
Wells Fargo
California
-$12.4M
5
BlackRock
BlackRock
New York
-$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
726
Gitterman Wealth Management
New Jersey
$311K – – –
OPOWM
727
One Plus One Wealth Management
Florida
$311K – – –
EWM
728
EPG Wealth Management
Georgia
$311K +$3.15K +27 +1%
MSAM
729
Moloney Securities Asset Management
Missouri
$310K -$15.6K -134 -5%
DAC
730
Dividend Assets Capital
South Carolina
$310K – – –
CFS
731
CRA Financial Services
New Jersey
$310K +$9.32K +80 +3%
PVH
732
Psagot Value Holdings
Israel
$310K +$72K +618 +30%
NC
733
NewSquare Capital
Pennsylvania
$309K – – –
OCM
734
Orleans Capital Management
Louisiana
$309K – – –
Neuberger Berman Group
735
Neuberger Berman Group
New York
$309K +$309K +2,647 New
GFS
736
GYL Financial Synergies
Connecticut
$308K – – –
FFA
737
Freedman Financial Associates
Massachusetts
$308K – – –
LBC
738
Lowe Brockenbrough & Co
Virginia
$304K – – –
BAAM
739
Baker Avenue Asset Management
California
$303K – – –
VWA
740
V Wealth Advisors
Kansas
$300K +$13.6K +117 +5%
PP
741
Professional Planning
California
$299K +$20.2K +174 +7%
TCOO
742
Trust Company of Oklahoma
Oklahoma
$295K -$22.9K -196 -7%
GLA
743
Great Lakes Advisors
Illinois
$295K -$35K -300 -11%
SIC
744
Sigma Investment Counselors
Michigan
$294K – – –
CS
745
Comerica Securities
Michigan
$293K -$1.95M -16,739 -87%
SNBOSD
746
Security National Bank of So Dak
Iowa
$293K -$1.43M -12,271 -83%
AAM
747
Autus Asset Management
Arizona
$293K -$11.9K -102 -4%
AIFAIM
748
American Institute for Advanced Investment Management
Arizona
$292K – – –
NWA
749
Navis Wealth Advisors
New York
$292K – – –
MCM
750
Mengis Capital Management
Oregon
$291K – – –
28 29
30
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