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iShares Select Dividend ETF
DVY

Overview Fund Activity

959 hedge funds and large institutions have $5.93B invested in iShares Select Dividend ETF in 2020 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 243 increasing their positions, 361 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+106
Holders Change %
+12.43%
% of All Funds
17.02%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.5%
New
165
Increased
243
Reduced
361
Closed
43
Calls
$163M
Puts
$43.1M
Net Calls
+$120M
Net Calls Change
+$283M

Top Buyers

1
AC
Allstate Corporation
Illinois
+$51M
2
Wells Fargo
Wells Fargo
California
+$46.1M
3
PI
PFS Investments
Georgia
+$28.6M
4
VFP
Verus Financial Partners
Virginia
+$20.7M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$19.2M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$19M
2
HNB
Huntington National Bank
Ohio
-$18.3M
3
AAS
Avantax Advisory Services
Texas
-$14.4M
4
UBS Group
UBS Group
Switzerland
-$10.7M
5
HWA
Heartwood Wealth Advisors
Virginia
-$9.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSA
776
Lion Street Advisors
Texas
$212K -$183K -2,095 -46%
LC
777
LCNB Corp
Ohio
$212K -$48.1K -500 -18%
BP
778
BBR Partners
New York
$212K +$212K +2,200 New
AFA
779
American Financial Advisors
Georgia
$212K +$212K +2,208 New
TCOO
780
Trust Company of Oklahoma
Oklahoma
$212K +$212K +2,203 New
GD
781
Grandfield & Dodd
New York
$210K +$210K +2,153 New
KWP
782
Keystone Wealth Partners
Arizona
$210K +$210K +2,182 New
BFA
783
Benedict Financial Advisors
Georgia
$210K +$210K +2,187 New
CA
784
Capital Advantage
California
$210K +$210K +2,191 New
BFO
785
Biltmore Family Office
North Carolina
$208K -$9.63K -100 -4%
ZB
786
Zions Bancorporation
Utah
$208K +$208K +2,160 New
JSC
787
Jackson Square Capital
California
$207K -$41.6K -432 -17%
SFP
788
Sterling Financial Planning
New Jersey
$207K +$207K +2,152 New
CF
789
Centaurus Financial
California
$206K -$10K -104 -5%
HWM
790
Howard Wealth Management
Connecticut
$204K -$226K -2,356 -53%
KF
791
Krilogy Financial
Missouri
$202K +$202K +2,103 New
FT
792
Fiduciary Trust
Massachusetts
$201K +$201K +2,093 New
CWM
793
Cedar Wealth Management
California
$199K +$1.35K +14 +0.7%
PMFA
794
Plante Moran Financial Advisors
Michigan
$195K -$15.4K -160 -7%
PCFFS
795
Pacific Center for Financial Services
California
$195K -$5.59K -58 -3%
RG
796
Retirement Group
California
$194K -$51.1K -533 -21%
AWM
797
Atticus Wealth Management
Florida
$190K +$190K +1,977 New
BWA
798
BDO Wealth Advisors
Florida
$187K +$5.87K +61 +3%
M
799
MOTCO
Texas
$185K -$127K -1,321 -41%
BWM
800
Birchcreek Wealth Management
Ohio
$182K +$182K +1,895 New
30 31
32
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