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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,166 hedge funds and large institutions have $9.64B invested in iShares Select Dividend ETF in 2022 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 449 increasing their positions, 316 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,166
Holders Change
-15
Holders Change %
-1.27%
% of All Funds
19.72%
Holding in Top 10
57
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+21.28%
% of All Funds
0.96%
New
81
Increased
449
Reduced
316
Closed
79
Calls
$53.7M
Puts
$24.8M
Net Calls
+$28.9M
Net Calls Change
-$35M

Top Buyers

1
PCIA
Prime Capital Investment Advisors
Kansas
+$99.6M
2
Bank of America
Bank of America
North Carolina
+$96.4M
3
Morgan Stanley
Morgan Stanley
New York
+$70.5M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$66.5M
5
Wells Fargo
Wells Fargo
California
+$57M

Top Sellers

1
JSW
Journey Strategic Wealth
New Jersey
-$195M
2
CIAS
CBIZ Investment Advisory Services
Ohio
-$116M
3
SFS
Sowell Financial Services
Arkansas
-$113M
4
HI
Horizon Investments
North Carolina
-$49.8M
5
PI
PFS Investments
Georgia
-$37.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ODG
801
O'Dell Group
Ohio
$340K – – –
FWM
802
Fairhaven Wealth Management
Illinois
$339K -$87.4K -742 -20%
MAG
803
MRA Advisory Group
New Jersey
$338K – – –
OC
804
Oakworth Capital
Alabama
$336K – – –
AMC
805
Asset Management Corp
Illinois
$336K – – –
CPA
806
Cardiff Park Advisors
California
$331K +$2K +17 +0.6%
DFS
807
Dixon Fnancial Services
California
$330K – – –
EWM
808
EPG Wealth Management
Georgia
$327K +$2.12K +18 +0.7%
PP
809
PDS Planning
Ohio
$327K +$28.2K +240 +9%
OPOWM
810
One Plus One Wealth Management
Florida
$326K – – –
HWA
811
Heritage Wealth Advisors
Virginia
$326K +$35.3K +300 +12%
LCM
812
LVM Capital Management
Michigan
$326K +$108K +916 +49%
SWM
813
Silverlake Wealth Management
Vermont
$325K – – –
SFCL
814
Strengthening Families & Communities LLC
Massachusetts
$324K – – –
ST
815
Sentinel Trust
Texas
$324K – – –
CHA
816
Carmichael Hill & Associates
Maryland
$322K – – –
FP
817
Fiduciary Planning
Florida
$321K +$118 +1 +0%
QCG
818
Quadrant Capital Group
Ohio
$320K – – –
HZ
819
Hixon Zuercher
Ohio
$319K – – –
AAM
820
Autus Asset Management
Arizona
$318K +$94.8K +805 +42%
AIFAIM
821
American Institute for Advanced Investment Management
Arizona
$317K – – –
CG
822
CFO4Life Group
Texas
$316K – – –
GWM
823
Gitterman Wealth Management
New Jersey
$315K – – –
FIA
824
Foundations Investment Advisors
Arizona
$315K +$74.5K +636 +31%
PCA
825
Providence Capital Advisors
North Carolina
$314K -$9.54K -81 -3%
31 32
33
34 35