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iShares Select Dividend ETF
DVY

Overview Fund Activity

959 hedge funds and large institutions have $5.93B invested in iShares Select Dividend ETF in 2020 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 243 increasing their positions, 361 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+106
Holders Change %
+12.43%
% of All Funds
17.02%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.5%
New
165
Increased
243
Reduced
361
Closed
43
Calls
$163M
Puts
$43.1M
Net Calls
+$120M
Net Calls Change
+$283M

Top Buyers

1
AC
Allstate Corporation
Illinois
+$51M
2
Wells Fargo
Wells Fargo
California
+$46.1M
3
PI
PFS Investments
Georgia
+$28.6M
4
VFP
Verus Financial Partners
Virginia
+$20.7M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$19.2M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$19M
2
HNB
Huntington National Bank
Ohio
-$18.3M
3
AAS
Avantax Advisory Services
Texas
-$14.4M
4
UBS Group
UBS Group
Switzerland
-$10.7M
5
HWA
Heartwood Wealth Advisors
Virginia
-$9.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
851
Arlington Partners
Alabama
$79K – – –
HWM
852
Holloway Wealth Management
Florida
$74K -$63K – –
CFFP
853
Center for Financial Planning
Michigan
$74K – – –
LWA
854
Lowe Wealth Advisors
Maryland
$72K – – –
WWM
855
Wagner Wealth Management
South Carolina
$71K +$71K +741 New
COCM
856
Charter Oak Capital Management
New Hampshire
$71K +$71K +741 New
CTFG
857
Capstone Triton Financial Group
Oklahoma
$69K +$69K +719 New
PAI
858
Pittenger & Anderson Inc
Nebraska
$68K – – –
BAM
859
Barrett Asset Management
New York
$68K – – –
HIIFS
860
Harel Insurance Investments & Financial Services
Israel
$67K -$4.79K -50 -7%
LWP
861
Lumature Wealth Partners
Georgia
$67K +$67K +700 New
SQA
862
Simon Quick Advisors
New Jersey
$66K -$28.2K -295 -30%
BAMG
863
Brand Asset Management Group
Missouri
$66K – – –
Jones Financial Companies
864
Jones Financial Companies
Missouri
$66K +$66K +686 New
MA
865
MCF Advisors
Kentucky
$63K – – –
AF
866
Advisornet Financial
Minnesota
$59K -$13.9K -145 -19%
FBT
867
First Bank & Trust
South Dakota
$59K – – –
Qube Research & Technologies (QRT)
868
Qube Research & Technologies (QRT)
United Kingdom
$57K +$57K +593 New
RWG
869
Regal Wealth Group
California
$56K +$479 +5 +0.9%
CP
870
Covenant Partners
Tennessee
$54K – – –
EWM
871
Endurance Wealth Management
Rhode Island
$54K – – –
BWP
872
Baldwin Wealth Partners
Massachusetts
$53K – – –
TFGT
873
TS Financial Group (TSFG)
Illinois
$53K – – –
GI
874
Gradient Investments
Minnesota
$52K – – –
FFW
875
Fusion Family Wealth
New York
$52K – – –
33 34
35
36 37