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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,022 hedge funds and large institutions have $7.35B invested in iShares Select Dividend ETF in 2021 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 334 increasing their positions, 318 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,022
Holders Change
-5
Holders Change %
-0.49%
% of All Funds
17.95%
Holding in Top 10
31
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-26.19%
% of All Funds
0.54%
New
65
Increased
334
Reduced
318
Closed
55
Calls
$68.4M
Puts
$44.3M
Net Calls
+$24.1M
Net Calls Change
-$119M

Top Buyers

1
AF
Ally Financial
Michigan
+$70.1M
2
MHI
Miller Howard Investments
New York
+$17.7M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$13.1M
4
BOH
Bank of Hawaii
Hawaii
+$12.2M
5
Bank of America
Bank of America
North Carolina
+$10.5M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$254M
2
PI
PFS Investments
Georgia
-$108M
3
FIA
Foundations Investment Advisors
Arizona
-$91.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$45.6M
5
Osaic Holdings
Osaic Holdings
Arizona
-$24.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
826
Benedict Financial Advisors
Georgia
$234K -$6.53K -57 -3%
GSWM
827
Golden State Wealth Management
California
$230K -$2.87K -25 -1%
CC
828
Courier Capital
New York
$230K – – –
CCM
829
Crossvault Capital Management
Texas
$229K -$15.9K -139 -6%
JFA
830
Johanson Financial Advisors
California
$229K +$688 +6 +0.3%
SAM
831
Strategic Asset Management
Minnesota
$228K +$228K +1,933 New
YWP
832
YorkBridge Wealth Partners
New York
$227K – – –
FLPIM
833
F.L. Putnam Investment Management
Massachusetts
$226K +$115 +1 +0.1%
9WM
834
9258 Wealth Management
Ohio
$225K – – –
PWW
835
Pettyjohn Wood & White
Virginia
$225K – – –
FNBSF
836
First National Bank Sioux Falls
South Dakota
$224K – – –
PVH
837
Psagot Value Holdings
Israel
$223K -$82.7K -720 -27%
PBO
838
Peoples Bank (Ohio)
Ohio
$223K – – –
Wealth Enhancement Advisory Services
839
Wealth Enhancement Advisory Services
Minnesota
$223K – – –
MPPLM
840
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$222K -$22.8K -199 -9%
NSAM
841
North Star Asset Management
Wisconsin
$221K – – –
1WM
842
1900 Wealth Management
Texas
$221K – – –
B
843
Brightworth
Georgia
$219K -$114 -1 -0.1%
PP
844
PDS Planning
Ohio
$219K +$219K +1,905 New
EP
845
EPIQ Partners
Minnesota
$218K – – –
ACA
846
Anchor Capital Advisors
Massachusetts
$218K – – –
QC
847
QCM Cayman
Texas
$218K +$218K +1,903 New
MAM
848
Meeder Asset Management
Ohio
$217K -$36.1K -315 -14%
RG
849
Retirement Group
California
$217K – – –
SWM
850
Segment Wealth Management
Texas
$215K – – –
32 33
34
35 36