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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 %
CMS
726
Capital Market Strategies
Florida
$454K – – –
WCF
727
West Coast Financial
California
$449K -$5.25K -41 -1%
HCP
728
Hexagon Capital Partners
Arkansas
$447K – – –
CA
729
Cornerstone Advisory
Maryland
$446K -$7.69K -60 -2%
JWCA
730
J.W. Coons Advisors
Ohio
$446K +$446K +3,492 New
VAS
731
Vestmark Advisory Solutions
Massachusetts
$445K -$212K -1,652 -32%
CBT
732
CoreFirst Bank & Trust
Kansas
$445K -$13.6K -106 -3%
ST
733
Sabal Trust
Florida
$445K – – –
IAMOG
734
Investors Asset Management of Georgia
Georgia
$444K – – –
CPSC
735
Carl P. Sherr & Co
Massachusetts
$440K – – –
PVH
736
Psagot Value Holdings
Israel
$437K +$47K +367 +12%
CCA
737
Cadent Capital Advisors
Oklahoma
$436K +$436K +3,401 New
FA
738
FC Advisory
Pennsylvania
$430K -$3.58K -28 -0.8%
RWP
739
RWA Wealth Partners
Massachusetts
$430K – – –
SIC
740
Samalin Investment Counsel
New York
$429K -$5.38K -42 -1%
GAM
741
Grandview Asset Management
Pennsylvania
$428K +$1.03K +8 +0.2%
SL
742
Salomon & Ludwin
Virginia
$425K +$10.9K +85 +3%
NAMP
743
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$424K – – –
CB
744
Cadence Bank
Mississippi
$422K -$51.2K -400 -11%
SCM
745
Schnieders Capital Management
California
$422K – – –
FA
746
FDx Advisors
Illinois
$422K +$257 +2 +0.1%
ICP
747
Interchange Capital Partners
Pennsylvania
$421K +$256 +2 +0.1%
PTC
748
Philadelphia Trust Company
Pennsylvania
$421K +$72.5K +566 +21%
SCA
749
Sage Capital Advisors
South Dakota
$419K +$2.19K +17 +0.5%
TCM
750
Twele Capital Management
Minnesota
$417K -$131K -1,027 -24%
28 29
30
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