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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,181 hedge funds and large institutions have $10.3B invested in iShares Select Dividend ETF in 2022 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 478 increasing their positions, 310 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,181
Holders Change
+15
Holders Change %
+1.29%
% of All Funds
18.69%
Holding in Top 10
47
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+23.68%
% of All Funds
0.74%
New
92
Increased
478
Reduced
310
Closed
61
Calls
$99.2M
Puts
$35.3M
Net Calls
+$63.9M
Net Calls Change
-$17.5M

Top Buyers

1
JSW
Journey Strategic Wealth
New Jersey
+$343M
2
Bank of America
Bank of America
North Carolina
+$188M
3
CIAS
CBIZ Investment Advisory Services
Ohio
+$116M
4
SFS
Sowell Financial Services
Arkansas
+$112M
5
Truist Financial
Truist Financial
North Carolina
+$97.1M

Top Sellers

1
AF
Ally Financial
Michigan
-$90.8M
2
HNB
Huntington National Bank
Ohio
-$26.3M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$22.6M
4
MHI
Miller Howard Investments
New York
-$18.1M
5
Charles Schwab
Charles Schwab
California
-$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFCL
826
Strengthening Families & Communities LLC
Massachusetts
$324K +$2.18K +17 +0.7%
SIC
827
Sigma Investment Counselors
Michigan
$323K – – –
SNBOSCI
828
Security National Bank of Sioux City Iowa
Iowa
$322K – – –
EE
829
EWG Elevate
California
$322K +$107K +832 +49%
FFMBT
830
First Farmers & Merchants Bank Trust
Tennessee
$321K +$513 +4 +0.2%
MCM
831
Mengis Capital Management
Oregon
$320K – – –
NWA
832
Navis Wealth Advisors
New York
$320K – – –
SEP
833
Southland Equity Partners
Missouri
$319K +$9.48K +74 +3%
RA
834
Rise Advisors
New York
$319K -$5.12K -40 -2%
ACM
835
Azimuth Capital Management
Michigan
$318K -$139K -1,089 -30%
PSF
836
Pacific Sun Financial
California
$317K -$5.13K -40 -2%
HWA
837
Heritage Wealth Advisors
Virginia
$317K +$27.2K +212 +9%
MIM
838
Moseley Investment Management
Florida
$313K – – –
KCA
839
Karn Couzens & Associates
Connecticut
$313K +$61.4K +480 +24%
WPC
840
Wedmont Private Capital
Pennsylvania
$312K -$384 -3 -0.1%
UBV
841
United Bank (Virginia)
Virginia
$311K – – –
AW
842
Avion Wealth
Texas
$310K +$309K +2,413 +24,130%
GWS
843
Glassman Wealth Services
Virginia
$309K – – –
CT
844
Columbia Trust
Oregon
$309K +$309K +2,400 New
EDRH
845
Edmond de Rothschild Holding
Switzerland
$308K +$308K +2,403 New
ACM
846
Allred Capital Management
Texas
$305K +$513 +4 +0.2%
PCFFS
847
Pacific Center for Financial Services
California
$305K +$5.38K +42 +2%
FSA
848
Financial Sense Advisors
California
$305K +$305K +2,380 New
OSAM
849
O'Shaughnessy Asset Management
Connecticut
$304K – – –
BRWM
850
B. Riley Wealth Management
Tennessee
$301K -$18.3K -143 -6%
32 33
34
35 36