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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 %
BBHC
751
Brown Brothers Harriman & Co
New York
$415K -$298K -2,329 -42%
WG
752
Welch Group
Alabama
$415K +$256 +2 +0.1%
BFA
753
Bragg Financial Advisors
North Carolina
$414K +$414K +3,233 New
AWM
754
AllSquare Wealth Management
New York
$413K – – –
FWM
755
FSA Wealth Management
Massachusetts
$410K – – –
BA
756
Bristlecone Advisors
Washington
$407K +$57.8K +451 +17%
ACA
757
Aspire Capital Advisors
Washington
$407K +$407K +3,180 New
AFP
758
Ausdal Financial Partners
Iowa
$406K -$7.05K -55 -2%
VHAM
759
Van Hulzen Asset Management
California
$405K -$12.8K -100 -3%
TDC
760
Thompson Davis & Co
Virginia
$405K +$641 +5 +0.2%
WIC
761
Woodmont Investment Counsel
Tennessee
$403K – – –
FFWM
762
Future Financial Wealth Management
Ohio
$402K -$2.43K -19 -0.6%
IF
763
Intrua Financial
Texas
$402K +$898 +7 +0.2%
CIAS
764
Capital Investment Advisory Services
North Carolina
$401K +$154K +1,201 +62%
AIA
765
Arbor Investment Advisors
North Carolina
$399K -$13.5K -105 -3%
NW
766
NewEdge Wealth
Pennsylvania
$397K +$32.5K +254 +9%
AWG
767
Altus Wealth Group
Colorado
$395K -$1.41K -11 -0.4%
CFO
768
Collective Family Office
Pennsylvania
$394K +$394K +3,078 New
PIA
769
Perennial Investment Advisors
California
$392K – – –
CWC
770
Carolinas Wealth Consulting
North Carolina
$391K -$62.5K -488 -14%
TGAM
771
TBH Global Asset Management
Tennessee
$391K – – –
SWA
772
Strategies Wealth Advisors
Michigan
$390K +$2.69K +21 +0.7%
SFWC
773
Strategic Family Wealth Counselors
New Jersey
$388K +$1.67K +13 +0.4%
DE
774
Day & Ennis
Georgia
$386K +$1.54K +12 +0.4%
MMG
775
Monetary Management Group
Missouri
$384K – – –
29 30
31
32 33