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iShares Select Dividend ETF
DVY

Overview Fund Activity

853 hedge funds and large institutions have $4.85B invested in iShares Select Dividend ETF in 2020 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 209 increasing their positions, 400 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
853
Holders Change
-25
Holders Change %
-2.85%
% of All Funds
17.26%
Holding in Top 10
24
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.24%
% of All Funds
0.49%
New
55
Increased
209
Reduced
400
Closed
70
Calls
$41.9M
Puts
$205M
Net Calls
-$163M
Net Calls Change
-$211M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$13.9M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$103M
3
HWA
Heartwood Wealth Advisors
Virginia
$8.35M
4
Goldman Sachs
Goldman Sachs
New York
$47.6M
5
Federated Hermes
Federated Hermes
Pennsylvania
$6.7M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$333M
2
Bank of America
Bank of America
North Carolina
$591M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$339M
4
Morgan Stanley
Morgan Stanley
New York
$414M
5
Truist Financial
Truist Financial
North Carolina
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
851
Koshinski Asset Management
Illinois
$565 -$176 -2,023 -24%
BHB
852
Bank Hapoalim BM
Israel
$375 -$16 -200 -4%
FCA
853
FinTrust Capital Advisors
South Carolina
$222 -$14 -173 -6%
WIM
854
Westside Investment Management
California
$24 -$65 -811 -73%
BWFA
855
Baltimore-Washington Financial Advisors
Maryland
– -$11.8M -145,958 Closed
VFP
856
Verus Financial Partners
Virginia
– -$7.96M -98,666 Closed
PP
857
Paloma Partners
Connecticut
– -$3.9M -48,306 Closed
BRWM
858
B. Riley Wealth Management
Tennessee
– -$3.86M -47,837 Closed
Qube Research & Technologies (QRT)
859
Qube Research & Technologies (QRT)
United Kingdom
– -$2.18M -26,976 Closed
PWSG
860
Pacific Wealth Strategies Group
California
– -$1.83M -22,725 Closed
TI
861
tru Independence
Oregon
– -$1.47K -18,236 Closed
CWS
862
Cypress Wealth Services
California
– -$1.43M -17,738 Closed
AI
863
Atria Investments
North Carolina
– -$1.29M -15,942 Closed
RIA
864
Regal Investment Advisors
Michigan
– -$890K -11,024 Closed
B
865
Barings
North Carolina
– -$669K -9,103 Closed
JF
866
JSF Financial
California
– -$695K -8,611 Closed
Prudential Financial
867
Prudential Financial
New Jersey
– -$549K -6,802 Closed
WA
868
Wealth Alliance
New York
– -$513K -6,351 Closed
Verition Fund Management
869
Verition Fund Management
Connecticut
– -$500K -6,198 Closed
TA
870
TCG Advisors
Texas
– -$464K -5,750 Closed
BAM
871
Blueshift Asset Management
New Jersey
– -$457K -5,663 Closed
SEI Investments
872
SEI Investments
Pennsylvania
– -$450K -5,569 Closed
GKWIM
873
Gerber Kawasaki Wealth & Investment Management
California
– -$428K -5,312 Closed
TD Asset Management
874
TD Asset Management
Ontario, Canada
– -$427K -5,289 Closed
CPA
875
Clear Perspective Advisors
Illinois
– -$414K -5,127 Closed
33 34
35
36 37