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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 %
CPSC
726
Carl P. Sherr & Co
Massachusetts
$421K – – –
CFSG
727
Community Financial Services Group
Vermont
$418K -$44.8K -365 -10%
SIC
728
Samalin Investment Counsel
New York
$416K -$36.2K -295 -8%
FA
729
FC Advisory
Pennsylvania
$415K +$3.43K +28 +0.8%
AMC
730
Asset Management Corp
Illinois
$412K -$19.5K -159 -5%
RWP
731
RWA Wealth Partners
Massachusetts
$412K – – –
FWM
732
FSA Wealth Management
Massachusetts
$410K -$245 -2 -0.1%
MIM
733
Marco Investment Management
Georgia
$408K +$61.2K +500 +18%
GAM
734
Grandview Asset Management
Pennsylvania
$408K +$408K +3,328 New
NAMP
735
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$406K +$3.07K +25 +0.8%
HCMG
736
Howard Capital Management Group
California
$406K +$406K +3,308 New
SCA
737
Sage Capital Advisors
South Dakota
$405K +$5.01K +40 +1%
SCM
738
Schnieders Capital Management
California
$404K – – –
FA
739
FDx Advisors
Illinois
$403K +$6.74K +55 +2%
ICP
740
Interchange Capital Partners
Pennsylvania
$403K +$134K +1,097 +50%
VHAM
741
Van Hulzen Asset Management
California
$400K -$79.7K -650 -17%
MIA
742
MainStreet Investment Advisors
Illinois
$400K – – –
WG
743
Welch Group
Alabama
$397K +$491 +4 +0.1%
CIBC Asset Management
744
CIBC Asset Management
Ontario, Canada
$396K – – –
SL
745
Salomon & Ludwin
Virginia
$396K +$84.5K +689 +27%
WPA
746
West Paces Advisors
Georgia
$395K – – –
AWM
747
AllSquare Wealth Management
New York
$395K -$4.17K -34 -1%
AFP
748
Ausdal Financial Partners
Iowa
$395K +$16.7K +136 +4%
AIA
749
Arbor Investment Advisors
North Carolina
$394K +$1.59K +13 +0.4%
FFWM
750
Future Financial Wealth Management
Ohio
$389K -$123 -1 -0%
28 29
30
31 32