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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,027 hedge funds and large institutions have $7.95B invested in iShares Select Dividend ETF in 2021 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 388 increasing their positions, 296 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,027
Holders Change
+26
Holders Change %
+2.6%
% of All Funds
17.93%
Holding in Top 10
42
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.53%
% of All Funds
0.73%
New
81
Increased
388
Reduced
296
Closed
44
Calls
$165M
Puts
$21.3M
Net Calls
+$144M
Net Calls Change
+$47M

Top Buyers

1
HI
Horizon Investments
North Carolina
$254M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$97.2M
3
PI
PFS Investments
Georgia
$108M
4
Morgan Stanley
Morgan Stanley
New York
$664M
5
HNB
Huntington National Bank
Ohio
$24.7M

Top Sellers

1
PIM
Parker Investment Management
California
$0
2
AF
Ally Financial
Michigan
$15.2M
3
AC
Allstate Corporation
Illinois
$0
4
Wells Fargo
Wells Fargo
California
$608M
5
BlackRock
BlackRock
New York
$63M
Name Holding Trade Value Shares
Change 		Shares
Change %
GSWM
826
Golden State Wealth Management
California
$236K +$28.5K +245 +14%
GC
827
Guggenheim Capital
Illinois
$234K -$31K -266 -12%
MCM
828
Maryland Capital Management
Maryland
$234K -$16.3K -140 -7%
CC
829
Courier Capital
New York
$234K – – –
VR
830
Viridian RIA
Washington
$233K -$228K – –
PCM
831
Parsons Capital Management
Rhode Island
$232K -$13.4K -115 -5%
JFA
832
Johanson Financial Advisors
California
$231K +$580 +5 +0.3%
YWP
833
YorkBridge Wealth Partners
New York
$231K +$6.53K +56 +3%
MSA
834
Marino Stram & Associates
Massachusetts
$231K +$231K +1,981 New
PWW
835
Pettyjohn Wood & White
Virginia
$229K -$29.1K -250 -11%
9WM
836
9258 Wealth Management
Ohio
$229K – – –
FLPIM
837
F.L. Putnam Investment Management
Massachusetts
$229K – – –
YIH
838
Y-Intercept (HK)
Hong Kong
$228K +$228K +1,952 New
FNBSF
839
First National Bank Sioux Falls
South Dakota
$227K – – –
PBO
840
Peoples Bank (Ohio)
Ohio
$227K +$7.59K +65 +3%
PIA
841
Perennial Investment Advisors
California
$226K +$226K +1,937 New
1WM
842
1900 Wealth Management
Texas
$225K – – –
NSAM
843
North Star Asset Management
Wisconsin
$225K +$225K +1,927 New
B
844
Brightworth
Georgia
$223K +$3.72K +32 +2%
A
845
AdvicePeriod
California
$222K +$222K +1,905 New
ACA
846
Anchor Capital Advisors
Massachusetts
$221K – – –
EP
847
EPIQ Partners
Minnesota
$221K – – –
RG
848
Retirement Group
California
$221K +$2.22K +19 +1%
SWM
849
Segment Wealth Management
Texas
$219K – – –
CBT
850
Capital Bank & Trust
California
$218K +$218K +1,868 New
32 33
34
35 36