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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,181 hedge funds and large institutions have $10.3B invested in iShares Select Dividend ETF in 2022 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 478 increasing their positions, 310 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,181
Holders Change
+15
Holders Change %
+1.29%
% of All Funds
18.69%
Holding in Top 10
47
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+23.68%
% of All Funds
0.74%
New
92
Increased
478
Reduced
310
Closed
61
Calls
$99.2M
Puts
$35.3M
Net Calls
+$63.9M
Net Calls Change
-$17.5M

Top Buyers

1
JSW
Journey Strategic Wealth
New Jersey
+$343M
2
Bank of America
Bank of America
North Carolina
+$188M
3
CIAS
CBIZ Investment Advisory Services
Ohio
+$116M
4
SFS
Sowell Financial Services
Arkansas
+$112M
5
Truist Financial
Truist Financial
North Carolina
+$97.1M

Top Sellers

1
AF
Ally Financial
Michigan
-$90.8M
2
HNB
Huntington National Bank
Ohio
-$26.3M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$22.6M
4
MHI
Miller Howard Investments
New York
-$18.1M
5
Charles Schwab
Charles Schwab
California
-$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FP
801
Fiduciary Planning
Florida
$350K -$105K -820 -23%
QCG
802
Quadrant Capital Group
Ohio
$348K – – –
KPCM
803
Kings Point Capital Management
New York
$347K -$770 -6 -0.2%
BAM
804
Barrett Asset Management
New York
$347K – – –
CG
805
CFO4Life Group
Texas
$347K – – –
HZ
806
Hixon Zuercher
Ohio
$347K +$3.84K +30 +1%
AIFAIM
807
American Institute for Advanced Investment Management
Arizona
$345K +$23.7K +185 +7%
RC
808
RegentAtlantic Capital
New Jersey
$344K +$46.2K +361 +16%
SHFP
809
Second Half Financial Partners
Florida
$343K +$343K +3,008 New
GWM
810
Gitterman Wealth Management
New Jersey
$342K -$27.3K -213 -7%
DSN
811
D. Scott Neal
Kentucky
$342K – – –
CG
812
Caprock Group
Idaho
$342K +$342K +2,668 New
HBT
813
Hills Bank & Trust
Iowa
$341K +$7.81K +61 +2%
OCM
814
Orleans Capital Management
Louisiana
$340K – – –
NC
815
NewSquare Capital
Pennsylvania
$340K – – –
FFA
816
Freedman Financial Associates
Massachusetts
$339K – – –
SHFA
817
SC&H Financial Advisors
Maryland
$337K +$768 +6 +0.2%
LBC
818
Lowe Brockenbrough & Co
Virginia
$334K – – –
BAAM
819
Baker Avenue Asset Management
California
$333K – – –
BMWM
820
Brown Miller Wealth Management
Virginia
$333K +$333K +2,599 New
CWM
821
ClientFirst Wealth Management
Arkansas
$331K – – –
TW
822
TrinityPoint Wealth
Connecticut
$331K +$768 +6 +0.2%
NIC
823
Northwest Investment Counselors
Oregon
$327K -$32K -250 -9%
FPW
824
Flagship Private Wealth
Massachusetts
$326K +$2.18K +17 +0.7%
PP
825
PDS Planning
Ohio
$326K +$81.8K +638 +33%
31 32
33
34 35