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iShares Select Dividend ETF
DVY

Overview Fund Activity

853 hedge funds and large institutions have $4.85B invested in iShares Select Dividend ETF in 2020 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 209 increasing their positions, 400 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
853
Holders Change
-25
Holders Change %
-2.85%
% of All Funds
17.26%
Holding in Top 10
24
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.24%
% of All Funds
0.49%
New
55
Increased
209
Reduced
400
Closed
70
Calls
$41.9M
Puts
$205M
Net Calls
-$163M
Net Calls Change
-$211M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$13.9M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$103M
3
HWA
Heartwood Wealth Advisors
Virginia
$8.35M
4
Goldman Sachs
Goldman Sachs
New York
$47.6M
5
Federated Hermes
Federated Hermes
Pennsylvania
$6.7M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$333M
2
Bank of America
Bank of America
North Carolina
$591M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$339M
4
Morgan Stanley
Morgan Stanley
New York
$414M
5
Truist Financial
Truist Financial
North Carolina
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
751
Jacobi Capital Management
Pennsylvania
$76K – – –
Loomis, Sayles & Company
752
Loomis, Sayles & Company
Massachusetts
$75K – – –
LWANC
753
Laurel Wealth Advisors (North Carolina)
North Carolina
$75K +$81 +1 +0.1%
OSNBOA
754
Old Second National Bank of Aurora
Illinois
$74K -$64.9K -800 -47%
HFA
755
Hoover Financial Advisors
Pennsylvania
$73K – – –
CB
756
Community Bank
New York
$72K -$10.7K -130 -13%
HB
757
Horizon Bancorp
Indiana
$72K – – –
AP
758
Arlington Partners
Alabama
$67K -$26.8K -330 -29%
QCG
759
Quadrant Capital Group
Ohio
$67K +$17.2K +209 +34%
WEC
760
Winslow Evans & Crocker
Massachusetts
$66K -$10.2K -125 -13%
HWM
761
Holloway Wealth Management
Florida
$63K -$62K – –
AF
762
Advisornet Financial
Minnesota
$62K -$571 -7 -0.9%
CFFP
763
Center for Financial Planning
Michigan
$62K – – –
LWA
764
Lowe Wealth Advisors
Maryland
$61K – – –
HIIFS
765
Harel Insurance Investments & Financial Services
Israel
$61K +$52.9K +650 +650%
BBL
766
Beck Bode LLC
Massachusetts
$59K +$59K +728 New
BAM
767
Barrett Asset Management
New York
$58K – – –
PAI
768
Pittenger & Anderson Inc
Nebraska
$57K – – –
BAMG
769
Brand Asset Management Group
Missouri
$56K – – –
HI
770
Hudock Inc
Pennsylvania
$55K +$161 +2 +0.3%
CSPIA
771
Cary Street Partners Investment Advisory
Virginia
$54K +$54K +660 New
SIM
772
Sonora Investment Management
Arizona
$53K – – –
MA
773
MCF Advisors
Kentucky
$53K – – –
GI
774
Gradient Investments
Minnesota
$52K +$247 +3 +0.5%
FBT
775
First Bank & Trust
South Dakota
$50K – – –
29 30
31
32 33