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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,166 hedge funds and large institutions have $8.45B invested in iShares Select Dividend ETF in 2021 Q4 according to their latest regulatory filings, with 209 funds opening new positions, 397 increasing their positions, 305 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,166
Holders Change
+144
Holders Change %
+14.09%
% of All Funds
18.01%
Holding in Top 10
38
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+22.58%
% of All Funds
0.59%
New
209
Increased
397
Reduced
305
Closed
45
Calls
$105M
Puts
$23.5M
Net Calls
+$81.4M
Net Calls Change
+$57.3M

Top Buyers

1
HI
Horizon Investments
North Carolina
+$73.9M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$42.7M
3
Wells Fargo
Wells Fargo
California
+$39.1M
4
PI
PFS Investments
Georgia
+$33.4M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$30.1M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$24.5M
2
SEM
Strategic Equity Management
Arizona
-$8.06M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$5.81M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$4.51M
5
AI
AXS Investments
New York
-$4.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSF
826
Pacific Sun Financial
California
$308K – – –
DAC
827
Dividend Assets Capital
South Carolina
$308K +$48.3K +394 +19%
AIFAIM
828
American Institute for Advanced Investment Management
Arizona
$307K – – –
FFMBT
829
First Farmers & Merchants Bank Trust
Tennessee
$307K +$307K +2,501 New
SWM
830
Silverlake Wealth Management
Vermont
$307K +$307K +2,503 New
NWA
831
Navis Wealth Advisors
New York
$306K – – –
MCM
832
Mengis Capital Management
Oregon
$306K – – –
BRWM
833
B. Riley Wealth Management
Tennessee
$305K +$20K +163 +7%
WP
834
WealthShield Partners
North Carolina
$303K +$303K +2,471 New
CFA
835
Carroll Financial Associates
North Carolina
$301K – – –
GD
836
Grandfield & Dodd
New York
$300K – – –
MIM
837
Moseley Investment Management
Florida
$299K – – –
UBV
838
United Bank (Virginia)
Virginia
$298K – – –
SEP
839
Southland Equity Partners
Missouri
$296K +$123 +1 +0%
GWS
840
Glassman Wealth Services
Virginia
$296K – – –
RSWM
841
Robertson Stephens Wealth Management
California
$293K +$293K +2,394 New
OSAM
842
O'Shaughnessy Asset Management
Connecticut
$291K – – –
ACM
843
Allred Capital Management
Texas
$290K +$489 +4 +0.2%
OCM
844
One Capital Management
California
$290K +$290K +2,369 New
BCM
845
BTR Capital Management
California
$288K -$5.15K -42 -2%
WIA
846
World Investment Advisors
California
$288K -$4.49K -36 -2%
CTI
847
Community Trust & Investment
Kentucky
$288K +$288K +2,347 New
PCFFS
848
Pacific Center for Financial Services
California
$287K +$4.42K +36 +2%
FPOC
849
Financial Planners of Cleveland
Ohio
$287K +$287K +2,258 New
AIM
850
Anchor Investment Management
South Carolina
$286K +$490 +4 +0.2%
32 33
34
35 36