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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,234 hedge funds and large institutions have $11.2B invested in iShares Select Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 467 increasing their positions, 326 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,234
Holders Change
+103
Holders Change %
+9.11%
% of All Funds
19.91%
Holding in Top 10
67
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.06%
% of All Funds
1.08%
New
164
Increased
467
Reduced
326
Closed
38
Calls
$35.7M
Puts
$18.7M
Net Calls
+$17M
Net Calls Change
-$20.8M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$123M
2
Morgan Stanley
Morgan Stanley
New York
+$99.3M
3
Bank of America
Bank of America
North Carolina
+$89.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$40.9M
5
Truist Financial
Truist Financial
North Carolina
+$36.7M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$34.4M
2
HNB
Huntington National Bank
Ohio
-$31.5M
3
RWA
Redhawk Wealth Advisors
Minnesota
-$15.5M
4
CWM
Chicago Wealth Management
Illinois
-$13.5M
5
Millennium Management
Millennium Management
New York
-$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
776
Semus Wealth Partners
Florida
$433K +$433K +3,594 New
OCM
777
Orion Capital Management
California
$432K – – –
GA
778
Greenspring Advisors
Maryland
$431K – – –
PVH
779
Psagot Value Holdings
Israel
$428K +$3.74K +31 +0.9%
PWM
780
PBMares Wealth Management
Virginia
$426K -$844 -7 -0.2%
TCM
781
True Capital Management
California
$426K +$426K +3,528 New
CA
782
Cambridge Advisors
Nebraska
$425K – – –
JWCA
783
J.W. Coons Advisors
Ohio
$421K +$421K +3,492 New
HCP
784
Hexagon Capital Partners
Arkansas
$420K – – –
BBL
785
Beck Bode LLC
Massachusetts
$418K -$797K -6,612 -66%
IAMOG
786
Investors Asset Management of Georgia
Georgia
$418K – – –
OMC
787
Old Mission Capital
Illinois
$417K +$417K +3,457 New
WP
788
Westmount Partners
California
$415K +$415K +3,444 New
CA
789
Cornerstone Advisory
Maryland
$415K +$7.24K +60 +2%
CPSC
790
Carl P. Sherr & Co
Massachusetts
$414K – – –
TP
791
Tranquility Partners
Tennessee
$414K -$12.1K -100 -3%
FWM
792
Fairhaven Wealth Management
Illinois
$413K +$66.2K +549 +19%
WCF
793
West Coast Financial
California
$411K -$12.1K -100 -3%
TC
794
TownSquare Capital
Utah
$409K +$99.6K +826 +32%
NG
795
Northstar Group
New York
$408K -$27.1K -225 -6%
FA
796
FC Advisory
Pennsylvania
$408K +$4.58K +38 +1%
PTC
797
Philadelphia Trust Company
Pennsylvania
$407K +$15.7K +130 +4%
FOFP
798
Fee-Only Financial Planning
South Carolina
$406K +$406K +3,365 New
CMS
799
Capital Market Strategies
Florida
$404K -$22.6K -187 -5%
SCA
800
Sage Capital Advisors
South Dakota
$401K +$6.51K +54 +2%
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32
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