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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,022 hedge funds and large institutions have $7.35B invested in iShares Select Dividend ETF in 2021 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 334 increasing their positions, 318 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,022
Holders Change
-5
Holders Change %
-0.49%
% of All Funds
17.95%
Holding in Top 10
31
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-26.19%
% of All Funds
0.54%
New
65
Increased
334
Reduced
318
Closed
55
Calls
$68.4M
Puts
$44.3M
Net Calls
+$24.1M
Net Calls Change
-$119M

Top Buyers

1
AF
Ally Financial
Michigan
+$70.1M
2
MHI
Miller Howard Investments
New York
+$17.7M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$13.1M
4
BOH
Bank of Hawaii
Hawaii
+$12.2M
5
Bank of America
Bank of America
North Carolina
+$10.5M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$254M
2
PI
PFS Investments
Georgia
-$108M
3
FIA
Foundations Investment Advisors
Arizona
-$91.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$45.6M
5
Osaic Holdings
Osaic Holdings
Arizona
-$24.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
776
Ategra Capital Management
Virginia
$264K – – –
KC
777
Kingfisher Capital
North Carolina
$263K -$4.69K -41 -2%
WA
778
Wealth Architects
California
$263K – – –
PTC
779
Philadelphia Trust Company
Pennsylvania
$262K -$11.5K -100 -4%
CST
780
Charles Schwab Trust
Nevada
$262K +$55.7K +486 +27%
GP
781
Girard Partners
Pennsylvania
$261K – – –
DWMG
782
DB Wealth Management Group
California
$260K – – –
HWA
783
Heritage Wealth Advisors
Virginia
$259K – – –
SYBT
784
Stock Yards Bank & Trust
Kentucky
$259K -$16.1K -140 -6%
HBT
785
Hills Bank & Trust
Iowa
$259K – – –
CB
786
CNB Bank
Pennsylvania
$259K – – –
QCG
787
Quadrant Capital Group
Ohio
$259K +$97.5K +850 +60%
Chevy Chase Trust
788
Chevy Chase Trust
Maryland
$257K – – –
PCA
789
Personal Capital Advisors
California
$256K -$25.6K -223 -9%
JSC
790
Jackson Square Capital
California
$255K +$9.3K +81 +4%
CS
791
Comerica Securities
Michigan
$254K -$34.3K -299 -12%
HL
792
HeadInvest LLC
Maine
$254K – – –
GA
793
GFS Advisors
Texas
$254K +$254K +2,214 New
LC
794
LCNB Corp
Ohio
$253K – – –
BP
795
BBR Partners
New York
$252K – – –
MA
796
Montag & Associates
Georgia
$252K – – –
ICP
797
Interchange Capital Partners
Pennsylvania
$251K -$332K -2,900 -57%
FFA
798
Founders Financial Alliance
North Carolina
$251K -$21.5K -188 -8%
SFP
799
Sterling Financial Planning
New Jersey
$251K – – –
NWS
800
Newport Wealth Strategies
California
$251K +$115 +1 +0%
30 31
32
33 34