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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,234 hedge funds and large institutions have $11.2B invested in iShares Select Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 467 increasing their positions, 326 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,234
Holders Change
+103
Holders Change %
+9.11%
% of All Funds
19.91%
Holding in Top 10
67
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.06%
% of All Funds
1.08%
New
164
Increased
467
Reduced
326
Closed
38
Calls
$35.7M
Puts
$18.7M
Net Calls
+$17M
Net Calls Change
-$20.8M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$123M
2
Morgan Stanley
Morgan Stanley
New York
+$99.3M
3
Bank of America
Bank of America
North Carolina
+$89.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$40.9M
5
Truist Financial
Truist Financial
North Carolina
+$36.7M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$34.4M
2
HNB
Huntington National Bank
Ohio
-$31.5M
3
RWA
Redhawk Wealth Advisors
Minnesota
-$15.5M
4
CWM
Chicago Wealth Management
Illinois
-$13.5M
5
Millennium Management
Millennium Management
New York
-$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWC
826
Carolinas Wealth Consulting
North Carolina
$371K +$1.81K +15 +0.5%
FFWM
827
Future Financial Wealth Management
Ohio
$370K -$7.24K -60 -2%
SIA
828
Soltis Investment Advisors
Utah
$369K +$11.5K +95 +3%
TAM
829
TCP Asset Management
Ohio
$368K +$368K +3,052 New
Financial Engines Advisors
830
Financial Engines Advisors
California
$368K +$13.1K +109 +4%
SEP
831
Southland Equity Partners
Missouri
$366K +$30.5K +253 +9%
SIMG
832
Sonora Investment Management Group
Arizona
$365K – – –
FBFS
833
First Business Financial Services
Wisconsin
$364K – – –
AIA
834
Arbor Investment Advisors
North Carolina
$364K – – –
TA
835
TrueWealth Advisors
Alabama
$362K – – –
IC
836
Iconiq Capital
California
$356K +$965 +8 +0.3%
ESB
837
Essex Savings Bank
Connecticut
$356K -$133K -1,100 -27%
CBT
838
CoreFirst Bank & Trust
Kansas
$355K -$2.41K -20 -0.7%
CCA
839
Cadent Capital Advisors
Oklahoma
$354K +$354K +2,938 New
WIC
840
Woodmont Investment Counsel
Tennessee
$353K -$1.81K -15 -0.5%
IFA
841
Interactive Financial Advisors
Illinois
$351K +$7.96K +66 +2%
MAM
842
Mystic Asset Management
Rhode Island
$351K +$2.41K +20 +0.7%
WWM
843
WJ Wealth Management
Arizona
$350K – – –
OSAM
844
O'Shaughnessy Asset Management
Connecticut
$350K – – –
APW
845
Aurora Private Wealth
New Jersey
$349K -$133K -1,105 -28%
ODG
846
O'Dell Group
Ohio
$349K – – –
WPC
847
Wedmont Private Capital
Pennsylvania
$346K +$44K +355 +15%
CPA
848
Cardiff Park Advisors
California
$346K +$5.91K +49 +2%
HIM
849
Hanlon Investment Management
New Jersey
$346K +$71K +589 +26%
AMC
850
Asset Management Corp
Illinois
$345K – – –
32 33
34
35 36