DVY icon

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 %
NWS
801
Newport Wealth Strategies
California
$251K +$115 +1 +0%
IFWM
802
Institute for Wealth Management
Colorado
$251K +$6.07K +53 +2%
BCM
803
Brookstone Capital Management
Illinois
$249K -$105K -892 -30%
AA
804
AlphaMark Advisors
Kentucky
$246K -$25.3K -220 -9%
Neuberger Berman Group
805
Neuberger Berman Group
New York
$245K -$58.5K -510 -19%
KF
806
Krilogy Financial
Missouri
$245K – – –
SC
807
Sepio Capital
Utah
$244K – – –
BWM
808
Birchcreek Wealth Management
Ohio
$244K +$230 +2 +0.1%
Wealthfront Advisers
809
Wealthfront Advisers
California
$244K +$244K +2,134 New
VWA
810
Visionary Wealth Advisors
Illinois
$243K -$326K -2,848 -57%
DAC
811
Dividend Assets Capital
South Carolina
$243K -$62.4K -543 -20%
KWP
812
Keystone Wealth Partners
Arizona
$242K -$7.34K -64 -3%
CCA
813
Clearwater Capital Advisors
Illinois
$242K -$5.04K -44 -2%
AOWM
814
Alpha Omega Wealth Management
Virginia
$242K – – –
TVAMP
815
Tennessee Valley Asset Management Partners
Tennessee
$242K +$242K +2,107 New
FCA
816
FLC Capital Advisors
California
$241K – – –
CWM
817
Cedar Wealth Management
California
$241K +$2.87K +25 +1%
AFA
818
American Financial Advisors
Georgia
$240K +$39.8K +347 +20%
H
819
HoyleCohen
California
$239K +$23.5K +205 +11%
CAI
820
Capital Advisors Inc
Oklahoma
$238K +$344 +3 +0.1%
AAS
821
Annex Advisory Services
Wisconsin
$237K – – –
MCM
822
Maryland Capital Management
Maryland
$237K +$7.33K +64 +3%
PSB
823
Piscataqua Savings Bank
New Hampshire
$236K – – –
FAB
824
First American Bank
Illinois
$235K – – –
AA
825
Advisory Alpha
Michigan
$234K -$36.9K -321 -14%
31 32
33
34 35