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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
$607M
4
FIA
Foundations Investment Advisors
Arizona
$82.3M
5
PI
PFS Investments
Georgia
$73M

Top Sellers

1
AC
Allstate Corporation
Illinois
$30.2M
2
Federated Hermes
Federated Hermes
Pennsylvania
$0
3
Jane Street
Jane Street
New York
$887K
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$440M
5
HNB
Huntington National Bank
Ohio
$23.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
801
Crewe Advisors
Utah
$236K +$65.8K +577 +39%
AAS
802
Annex Advisory Services
Wisconsin
$236K +$236K +2,064 New
PSB
803
Piscataqua Savings Bank
New Hampshire
$235K +$235K +2,060 New
FAB
804
First American Bank
Illinois
$234K +$234K +2,050 New
PVH
805
Psagot Value Holdings
Israel
$233K -$125K -1,095 -35%
PMFA
806
Plante Moran Financial Advisors
Michigan
$232K – – –
JFA
807
Johanson Financial Advisors
California
$232K +$232K +1,987 New
PCFFS
808
Pacific Center for Financial Services
California
$231K – – –
GIA
809
Gladstone Institutional Advisory
Florida
$231K +$231K +2,025 New
CC
810
Courier Capital
New York
$229K +$229K +2,007 New
Kovitz Investment Group Partners
811
Kovitz Investment Group Partners
Illinois
$229K +$229K +2,007 New
VR
812
Viridian RIA
Washington
$228K – – –
BCM
813
BTR Capital Management
California
$225K +$225K +1,969 New
FLPIM
814
F.L. Putnam Investment Management
Massachusetts
$224K -$44.5K -390 -17%
DWMG
815
DB Wealth Management Group
California
$224K +$110K +961 +96%
9WM
816
9258 Wealth Management
Ohio
$224K +$224K +1,961 New
UF
817
Univest Financial
Pennsylvania
$222K +$222K +1,948 New
FNBSF
818
First National Bank Sioux Falls
South Dakota
$222K +$222K +1,950 New
YWP
819
YorkBridge Wealth Partners
New York
$220K +$220K +1,925 New
M
820
MOTCO
Texas
$219K – – –
CAI
821
Capital Advisors Inc
Oklahoma
$218K +$218K +1,911 New
EP
822
EPIQ Partners
Minnesota
$217K +$217K +1,899 New
Wealth Enhancement Advisory Services
823
Wealth Enhancement Advisory Services
Minnesota
$216K +$216K +1,863 New
AFC
824
AFT Forsyth & Company
Florida
$216K +$216K +1,890 New
ACA
825
Anchor Capital Advisors
Massachusetts
$216K +$216K +1,896 New
31 32
33
34 35