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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,166 hedge funds and large institutions have $8.45B invested in iShares Select Dividend ETF in 2021 Q4 according to their latest regulatory filings, with 209 funds opening new positions, 397 increasing their positions, 305 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,166
Holders Change
+144
Holders Change %
+14.09%
% of All Funds
18.01%
Holding in Top 10
38
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+22.58%
% of All Funds
0.59%
New
209
Increased
397
Reduced
305
Closed
45
Calls
$105M
Puts
$23.5M
Net Calls
+$81.4M
Net Calls Change
+$57.3M

Top Buyers

1
HI
Horizon Investments
North Carolina
+$73.9M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$42.7M
3
Wells Fargo
Wells Fargo
California
+$39.1M
4
PI
PFS Investments
Georgia
+$33.4M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$30.1M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$24.5M
2
SEM
Strategic Equity Management
Arizona
-$8.06M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$5.81M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$4.51M
5
AI
AXS Investments
New York
-$4.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
776
Gitterman Wealth Management
New Jersey
$353K +$26.1K +213 +8%
MAG
777
MRA Advisory Group
New Jersey
$352K – – –
OC
778
Oakworth Capital
Alabama
$349K – – –
NW
779
NewEdge Wealth
Pennsylvania
$349K +$349K +2,847 New
PIM
780
Parker Investment Management
California
$346K -$775K -6,324 -69%
SFG
781
SNS Financial Group
Minnesota
$346K +$1.59K +13 +0.5%
NIC
782
Northwest Investment Counselors
Oregon
$344K -$32.6K -266 -9%
DFS
783
Dixon Fnancial Services
California
$344K +$344K +2,805 New
EWM
784
EPG Wealth Management
Georgia
$343K -$48.2K -393 -12%
AAM
785
Autus Asset Management
Arizona
$343K +$54.5K +445 +19%
TWM
786
Thrive Wealth Management
Pennsylvania
$343K +$343K +2,795 New
MAM
787
Mystic Asset Management
Rhode Island
$343K +$343K +2,799 New
JAG
788
Journey Advisory Group
Kentucky
$341K – – –
ST
789
Sentinel Trust
Texas
$338K – – –
EP
790
Edgestream Partners
New Jersey
$338K +$338K +2,756 New
CFS
791
CRA Financial Services
New Jersey
$337K +$6.12K +50 +2%
CHA
792
Carmichael Hill & Associates
Maryland
$336K -$10.2K -83 -3%
BA
793
Bristlecone Advisors
Washington
$334K -$96.3K -785 -22%
PTC
794
Philadelphia Trust Company
Pennsylvania
$334K +$53.4K +435 +19%
PWLP
795
Prio Wealth Limited Partnership
Massachusetts
$333K -$612 -5 -0.2%
QCG
796
Quadrant Capital Group
Ohio
$333K +$56.2K +458 +20%
KPCM
797
Kings Point Capital Management
New York
$332K -$15.3K -125 -4%
BAM
798
Barrett Asset Management
New York
$332K – – –
CG
799
CFO4Life Group
Texas
$332K +$332K +2,710 New
MFM
800
Mirsky Financial Management
New York
$331K – – –
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32
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