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iShares Select Dividend ETF
DVY

Overview Fund Activity

853 hedge funds and large institutions have $4.85B invested in iShares Select Dividend ETF in 2020 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 209 increasing their positions, 400 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
853
Holders Change
-25
Holders Change %
-2.85%
% of All Funds
17.26%
Holding in Top 10
24
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.24%
% of All Funds
0.49%
New
55
Increased
209
Reduced
400
Closed
70
Calls
$41.9M
Puts
$205M
Net Calls
-$163M
Net Calls Change
-$211M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$13.9M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$103M
3
HWA
Heartwood Wealth Advisors
Virginia
$8.35M
4
Goldman Sachs
Goldman Sachs
New York
$47.6M
5
Federated Hermes
Federated Hermes
Pennsylvania
$6.7M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$333M
2
Bank of America
Bank of America
North Carolina
$591M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$339M
4
Morgan Stanley
Morgan Stanley
New York
$414M
5
Truist Financial
Truist Financial
North Carolina
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
FM
826
Family Management
New York
$11K – – –
NFSG
827
Newbridge Financial Services Group
Florida
$11K +$11K +133 New
QCMC
828
Quantum Capital Management (California)
California
$10K – – –
RFA
829
Reilly Financial Advisors
California
$10K +$80 +1 +0.8%
TFM
830
TFC Financial Management
Massachusetts
$10K +$10K +125 New
HFM
831
Hartford Financial Management
Connecticut
$9K – – –
HFA
832
High Falls Advisors
New York
$8K -$1.05K -13,285 -12%
FP
833
Fiduciary Planning
Florida
$8K +$8K +96 New
HCA
834
Horan Capital Advisors
Ohio
$8K +$8K +100 New
TWP
835
TFO Wealth Partners
Ohio
$8K +$8K +102 New
MCM
836
Manchester Capital Management
Vermont
$7K – – –
PWMG
837
Prestige Wealth Management Group
New Jersey
$7K +$84 +1 +1%
DAM
838
Delta Asset Management
Tennessee
$6K – – –
CBT
839
Central Bank & Trust
Kentucky
$6K +$6K +75 New
MF
840
Manchester Financial
California
$4K – – –
PFSC
841
Peoples Financial Services Corp
Pennsylvania
$4K – – –
LGWM
842
Litman Gregory Wealth Management
California
$4K – – –
SSW
843
Smith Shellnut Wilson
Mississippi
$2.57K – – –
BWL
844
Bogart Wealth LLC
Virginia
$2K – – –
SFA
845
Semmax Financial Advisors
North Carolina
$2K – – –
CI
846
CX Institutional
Indiana
$1K – – –
CAM
847
Costello Asset Management
Pennsylvania
$1K – – –
BHWM
848
Bay Harbor Wealth Management
Maryland
$1K – – –
AW
849
Avion Wealth
Texas
$1K – – –
SXL
850
Summit X LLC
Missouri
$897 +$897 +1,775 New
32 33
34
35 36