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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,166 hedge funds and large institutions have $9.64B invested in iShares Select Dividend ETF in 2022 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 449 increasing their positions, 316 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,166
Holders Change
-15
Holders Change %
-1.27%
% of All Funds
19.72%
Holding in Top 10
57
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+21.28%
% of All Funds
0.96%
New
81
Increased
449
Reduced
316
Closed
79
Calls
$53.7M
Puts
$24.8M
Net Calls
+$28.9M
Net Calls Change
-$35M

Top Buyers

1
PCIA
Prime Capital Investment Advisors
Kansas
+$99.6M
2
Bank of America
Bank of America
North Carolina
+$96.4M
3
Morgan Stanley
Morgan Stanley
New York
+$70.5M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$66.5M
5
Wells Fargo
Wells Fargo
California
+$57M

Top Sellers

1
JSW
Journey Strategic Wealth
New Jersey
-$195M
2
CIAS
CBIZ Investment Advisory Services
Ohio
-$116M
3
SFS
Sowell Financial Services
Arkansas
-$113M
4
HI
Horizon Investments
North Carolina
-$49.8M
5
PI
PFS Investments
Georgia
-$37.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
826
RegentAtlantic Capital
New Jersey
$314K -$2.47K -21 -0.8%
HBT
827
Hills Bank & Trust
Iowa
$314K – – –
DSN
828
D. Scott Neal
Kentucky
$314K – – –
NWA
829
Navis Wealth Advisors
New York
$314K +$19.8K +168 +7%
MIA
830
MainStreet Investment Advisors
Illinois
$313K -$22.3K -190 -7%
OCM
831
Orleans Capital Management
Louisiana
$312K – – –
NC
832
NewSquare Capital
Pennsylvania
$312K – – –
KF
833
Krilogy Financial
Missouri
$312K +$58K +493 +23%
SHFA
834
SC&H Financial Advisors
Maryland
$310K +$588 +5 +0.2%
LBC
835
Lowe Brockenbrough & Co
Virginia
$307K – – –
BAAM
836
Baker Avenue Asset Management
California
$306K – – –
BMWM
837
Brown Miller Wealth Management
Virginia
$305K – – –
BCM
838
BTR Capital Management
California
$305K +$28.3K +240 +10%
CWM
839
ClientFirst Wealth Management
Arkansas
$304K – – –
PA
840
Procyon Advisors
Connecticut
$300K +$108K +923 +57%
SIC
841
Sigma Investment Counselors
Michigan
$297K – – –
Jane Street
842
Jane Street
New York
$296K -$6.38M -54,166 -96%
EE
843
EWG Elevate
California
$296K – – –
FPW
844
Flagship Private Wealth
Massachusetts
$295K -$3.88K -33 -1%
SNBOSCI
845
Security National Bank of Sioux City Iowa
Iowa
$295K – – –
RA
846
Rise Advisors
New York
$295K +$1.53K +13 +0.5%
MCM
847
Mengis Capital Management
Oregon
$294K – – –
CT
848
Columbia Trust
Oregon
$294K +$11.8K +100 +4%
SXL
849
Summit X LLC
Missouri
$292K +$292K +2,479 New
ACIM
850
Azimuth Capital Investment Management
Michigan
$292K +$292K +2,485 New
32 33
34
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