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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,166 hedge funds and large institutions have $9.64B invested in iShares Select Dividend ETF in 2022 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 449 increasing their positions, 316 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,166
Holders Change
-15
Holders Change %
-1.27%
% of All Funds
19.72%
Holding in Top 10
57
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+21.28%
% of All Funds
0.96%
New
81
Increased
449
Reduced
316
Closed
79
Calls
$53.7M
Puts
$24.8M
Net Calls
+$28.9M
Net Calls Change
-$35M

Top Buyers

1
PCIA
Prime Capital Investment Advisors
Kansas
+$99.6M
2
Bank of America
Bank of America
North Carolina
+$96.4M
3
Morgan Stanley
Morgan Stanley
New York
+$70.5M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$66.5M
5
Wells Fargo
Wells Fargo
California
+$57M

Top Sellers

1
JSW
Journey Strategic Wealth
New Jersey
-$195M
2
CIAS
CBIZ Investment Advisory Services
Ohio
-$116M
3
SFS
Sowell Financial Services
Arkansas
-$113M
4
HI
Horizon Investments
North Carolina
-$49.8M
5
PI
PFS Investments
Georgia
-$37.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
751
FC Advisory
Pennsylvania
$397K +$1.53K +13 +0.4%
OAM
752
Oak Asset Management
California
$397K +$397K +3,374 New
SIC
753
Samalin Investment Counsel
New York
$395K +$823 +7 +0.2%
AFP
754
Ausdal Financial Partners
Iowa
$395K +$22K +187 +6%
TWM
755
Thrive Wealth Management
Pennsylvania
$395K +$63.8K +542 +19%
G
756
Gainplan
Michigan
$394K +$394K +3,351 New
RPWA
757
Regent Peak Wealth Advisors
Georgia
$392K +$392K +3,336 New
ST
758
Sabal Trust
Florida
$391K -$17.7K -150 -4%
SL
759
Salomon & Ludwin
Virginia
$390K – – –
FFA
760
First Foundation Advisors
California
$390K +$47K +400 +14%
NAMP
761
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$389K – – –
CB
762
Cadence Bank
Mississippi
$388K – – –
SCM
763
Schnieders Capital Management
California
$388K – – –
PTC
764
Philadelphia Trust Company
Pennsylvania
$385K -$1.76K -15 -0.5%
SCA
765
Sage Capital Advisors
South Dakota
$385K +$2.35K +20 +0.6%
TCM
766
Twele Capital Management
Minnesota
$383K – – –
AA
767
AF Advisors
California
$382K +$382K +3,250 New
BBHC
768
Brown Brothers Harriman & Co
New York
$381K – – –
RWP
769
RWA Wealth Partners
Massachusetts
$380K -$15.3K -130 -4%
RF
770
Resolute Financial
Massachusetts
$380K +$30.5K +259 +9%
IAA
771
Independent Advisor Alliance
North Carolina
$380K +$380K +3,227 New
AWM
772
Aprio Wealth Management
Georgia
$379K +$379K +3,223 New
BA
773
Bristlecone Advisors
Washington
$374K – – –
ACA
774
Aspire Capital Advisors
Washington
$374K – – –
NW
775
NewEdge Wealth
Pennsylvania
$367K +$2.12K +18 +0.6%
29 30
31
32 33