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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,131 hedge funds and large institutions have $8.99B invested in iShares Select Dividend ETF in 2022 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 415 increasing their positions, 315 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,131
Holders Change
-35
Holders Change %
-3%
% of All Funds
19.56%
Holding in Top 10
62
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.77%
% of All Funds
1.07%
New
61
Increased
415
Reduced
315
Closed
75
Calls
$63.8M
Puts
$26M
Net Calls
+$37.7M
Net Calls Change
+$8.88M

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$42.1M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$38M
3
KAS
Kestra Advisory Services
Texas
+$34.3M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$27M
5
SAF
Smith Anglin Financial
Texas
+$22.6M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$96.4M
2
HI
Horizon Investments
North Carolina
-$36M
3
HNB
Huntington National Bank
Ohio
-$35.3M
4
PCIA
Prime Capital Investment Advisors
Kansas
-$20.6M
5
BlackRock
BlackRock
New York
-$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
826
Gitterman Wealth Management
New Jersey
$287K – – –
NWA
827
Navis Wealth Advisors
New York
$286K – – –
PCA
828
Providence Capital Advisors
North Carolina
$286K – – –
DSN
829
D. Scott Neal
Kentucky
$286K – – –
BMWM
830
Brown Miller Wealth Management
Virginia
$286K +$7.61K +71 +3%
MIA
831
MainStreet Investment Advisors
Illinois
$285K – – –
OCM
832
Orleans Capital Management
Louisiana
$284K – – –
NC
833
NewSquare Capital
Pennsylvania
$284K – – –
KF
834
Krilogy Financial
Missouri
$284K – – –
SHFA
835
SC&H Financial Advisors
Maryland
$284K +$1.07K +10 +0.4%
RC
836
RegentAtlantic Capital
New Jersey
$282K -$3.64K -34 -1%
LBC
837
Lowe Brockenbrough & Co
Virginia
$280K – – –
BAAM
838
Baker Avenue Asset Management
California
$279K – – –
AT
839
American Trust
Kentucky
$278K +$278K +2,590 New
RCG
840
Regatta Capital Group
California
$277K – – –
TC
841
TownSquare Capital
Utah
$275K +$48.4K +451 +21%
PA
842
Procyon Advisors
Connecticut
$274K – – –
BCM
843
Brookstone Capital Management
Illinois
$272K +$43K +401 +19%
LSC
844
Logan Stone Capital
Illinois
$271K -$149K -1,391 -36%
PMFA
845
Plante Moran Financial Advisors
Michigan
$271K +$83.4K +777 +44%
SIC
846
Sigma Investment Counselors
Michigan
$270K – – –
SNBOSCI
847
Security National Bank of Sioux City Iowa
Iowa
$269K – – –
EE
848
EWG Elevate
California
$269K – – –
MCM
849
Mengis Capital Management
Oregon
$268K – – –
PSF
850
Pacific Sun Financial
California
$268K +$3.21K +30 +1%
32 33
34
35 36