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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 %
CWM
801
ClientFirst Wealth Management
Arkansas
$331K +$331K +2,585 New
PCA
802
Providence Capital Advisors
North Carolina
$330K -$1.1K -9 -0.3%
HZ
803
Hixon Zuercher
Ohio
$328K -$3.31K -27 -1%
DSN
804
D. Scott Neal
Kentucky
$327K – – –
OPOWM
805
One Plus One Wealth Management
Florida
$327K – – –
ARC
806
Advisor Resource Council
Texas
$326K +$326K +2,657 New
DJSG
807
D.J. St. Germain
Massachusetts
$325K -$184K -1,500 -36%
OCM
808
Orleans Capital Management
Louisiana
$325K – – –
NC
809
NewSquare Capital
Pennsylvania
$325K – – –
FFA
810
Freedman Financial Associates
Massachusetts
$324K – – –
SHFA
811
SC&H Financial Advisors
Maryland
$322K +$322K +2,626 New
TT
812
TI-Trust
Illinois
$321K +$321K +2,617 New
PMFA
813
Plante Moran Financial Advisors
Michigan
$320K -$24.3K -198 -7%
LBC
814
Lowe Brockenbrough & Co
Virginia
$320K – – –
BAAM
815
Baker Avenue Asset Management
California
$319K – – –
HBT
816
Hills Bank & Trust
Iowa
$319K +$42.6K +348 +15%
AAM
817
Aureus Asset Management
Massachusetts
$317K +$317K +2,583 New
TW
818
TrinityPoint Wealth
Connecticut
$316K +$368 +3 +0.1%
PBO
819
Peoples Bank (Ohio)
Ohio
$312K +$73.6K +600 +31%
MCM
820
Mendel Capital Management
Arkansas
$312K +$312K +2,545 New
RA
821
Rise Advisors
New York
$310K +$310K +2,532 New
WPC
822
Wedmont Private Capital
Pennsylvania
$310K +$310K +2,439 New
SIC
823
Sigma Investment Counselors
Michigan
$309K – – –
FPW
824
Flagship Private Wealth
Massachusetts
$309K +$1.72K +14 +0.6%
SNBOSCI
825
Security National Bank of Sioux City Iowa
Iowa
$308K – – –
31 32
33
34 35