DVY icon

iShares Select Dividend ETF
DVY

Overview Fund Activity

1,001 hedge funds and large institutions have $7.56B invested in iShares Select Dividend ETF in 2021 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 275 increasing their positions, 365 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,001
Holders Change
+42
Holders Change %
+4.38%
% of All Funds
17.63%
Holding in Top 10
38
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+35.71%
% of All Funds
0.67%
New
107
Increased
275
Reduced
365
Closed
56
Calls
$136M
Puts
$39.5M
Net Calls
+$96.5M
Net Calls Change
-$23.7M

Top Buyers

1
HI
Horizon Investments
North Carolina
+$167M
2
PIM
Parker Investment Management
California
+$143M
3
Wells Fargo
Wells Fargo
California
+$86M
4
FIA
Foundations Investment Advisors
Arizona
+$82.3M
5
PI
PFS Investments
Georgia
+$40.3M

Top Sellers

1
AC
Allstate Corporation
Illinois
-$30.2M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$27.1M
3
Jane Street
Jane Street
New York
-$25.4M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$25.1M
5
HNB
Huntington National Bank
Ohio
-$19.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWW
776
Pettyjohn Wood & White
Virginia
$253K -$4.57K -40 -2%
FCA
777
FLC Capital Advisors
California
$253K – – –
HL
778
HeadInvest LLC
Maine
$252K – – –
TW
779
TrinityPoint Wealth
Connecticut
$252K – – –
MA
780
Montag & Associates
Georgia
$251K -$160K -1,400 -39%
LC
781
LCNB Corp
Ohio
$251K – – –
BP
782
BBR Partners
New York
$251K – – –
GD
783
Grandfield & Dodd
New York
$250K – – –
CA
784
Capital Advantage
California
$250K – – –
AFA
785
American Financial Advisors
Georgia
$248K -$3.99K -35 -2%
KWP
786
Keystone Wealth Partners
Arizona
$248K -$1.03K -9 -0.4%
JSC
787
Jackson Square Capital
California
$248K +$2.74K +24 +1%
CCA
788
Clearwater Capital Advisors
Illinois
$246K -$25.5K -223 -9%
SFP
789
Sterling Financial Planning
New Jersey
$246K – – –
BFO
790
Biltmore Family Office
North Carolina
$246K – – –
MCM
791
Maryland Capital Management
Maryland
$245K -$41.7K -365 -15%
BFA
792
Benedict Financial Advisors
Georgia
$245K -$4.91K -43 -2%
NWS
793
Newport Wealth Strategies
California
$244K +$244K +2,137 New
FA
794
Fermata Advisors
California
$243K +$243K +2,128 New
BWM
795
Birchcreek Wealth Management
Ohio
$242K +$26K +228 +12%
SC
796
Sepio Capital
Utah
$242K +$242K +2,125 New
PCM
797
Parsons Capital Management
Rhode Island
$241K -$17.6K -154 -7%
AOWM
798
Alpha Omega Wealth Management
Virginia
$240K -$39.9K -350 -14%
KF
799
Krilogy Financial
Missouri
$237K -$2.85K -25 -1%
CWM
800
Cedar Wealth Management
California
$236K – – –
30 31
32
33 34