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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 %
TDC
751
Thompson Davis & Co
Virginia
$387K +$387K +3,156 New
WIC
752
Woodmont Investment Counsel
Tennessee
$386K – – –
IF
753
Intrua Financial
Texas
$383K +$857 +7 +0.2%
AWG
754
Altus Wealth Group
Colorado
$380K – – –
APA
755
Astoria Portfolio Advisors
New York
$380K +$380K +3,099 New
PIA
756
Perennial Investment Advisors
California
$377K +$32K +260 +9%
MIH
757
Meitav Investment House
Israel
$376K -$48.9K -399 -12%
WSFS
758
Wilmington Savings Fund Society
Delaware
$375K – – –
TGAM
759
TBH Global Asset Management
Tennessee
$374K +$122 +1 +0%
GA
760
GFS Advisors
Texas
$373K +$102K +832 +38%
PVH
761
Psagot Value Holdings
Israel
$373K +$135K +1,103 +57%
SWA
762
Strategies Wealth Advisors
Michigan
$370K +$370K +3,021 New
SFWC
763
Strategic Family Wealth Counselors
New Jersey
$370K +$3.93K +32 +1%
DE
764
Day & Ennis
Georgia
$368K +$3.56K +29 +1%
MMG
765
Monetary Management Group
Missouri
$368K +$61.3K +500 +20%
TA
766
TrueWealth Advisors
Alabama
$368K +$368K +3,000 New
SIA
767
Soltis Investment Advisors
Utah
$364K – – –
SYBT
768
Stock Yards Bank & Trust
Kentucky
$361K +$85K +694 +31%
ANHIM
769
Alan N. Hoffman Investment Management
Massachusetts
$360K – – –
SPA
770
Sentinel Pension Advisors
Massachusetts
$359K +$359K +2,925 New
FFA
771
First Foundation Advisors
California
$358K -$234K -1,910 -40%
SB
772
Sunflower Bank
Texas
$356K -$23.3K -190 -6%
Financial Engines Advisors
773
Financial Engines Advisors
California
$356K +$8.71K +71 +3%
CWA
774
Consilium Wealth Advisory
Texas
$356K +$356K +2,900 New
ODG
775
O'Dell Group
Ohio
$354K -$52.4K -428 -13%
29 30
31
32 33