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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,027 hedge funds and large institutions have $7.95B invested in iShares Select Dividend ETF in 2021 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 388 increasing their positions, 296 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,027
Holders Change
+26
Holders Change %
+2.6%
% of All Funds
17.93%
Holding in Top 10
42
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.53%
% of All Funds
0.73%
New
81
Increased
388
Reduced
296
Closed
44
Calls
$165M
Puts
$21.3M
Net Calls
+$144M
Net Calls Change
+$47M

Top Buyers

1
HI
Horizon Investments
North Carolina
$254M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$97.2M
3
PI
PFS Investments
Georgia
$108M
4
Morgan Stanley
Morgan Stanley
New York
$664M
5
HNB
Huntington National Bank
Ohio
$24.7M

Top Sellers

1
PIM
Parker Investment Management
California
$0
2
AF
Ally Financial
Michigan
$15.2M
3
AC
Allstate Corporation
Illinois
$0
4
Wells Fargo
Wells Fargo
California
$608M
5
BlackRock
BlackRock
New York
$63M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
851
Wealth Enhancement Advisory Services
Minnesota
$216K – – –
SRC
852
Sage Rhino Capital
California
$216K – – –
BBNA
853
Bremer Bank National Association
Minnesota
$214K – – –
W
854
Wealthquest
Ohio
$212K – – –
FMW
855
Farr Miller & Washington
District of Columbia
$211K – – –
AFC
856
AFT Forsyth & Company
Florida
$210K -$10.5K -90 -5%
NB
857
NBT Bank
New York
$210K – – –
CST
858
Charles Schwab Trust
Nevada
$210K – – –
WPA
859
West Paces Advisors
Georgia
$209K -$175K -1,500 -46%
VFA
860
Voya Financial Advisors
Connecticut
$209K -$457K -3,935 -69%
DBT
861
Dubuque Bank & Trust
Iowa
$207K -$283K -2,425 -58%
KOMWMG
862
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$207K +$207K +1,778 New
PMFA
863
Plante Moran Financial Advisors
Michigan
$206K -$30.8K -264 -13%
UAS
864
United Asset Strategies
New York
$206K -$2.33K -20 -1%
CIAS
865
Capital Investment Advisory Services
North Carolina
$206K +$117 +1 +0.1%
BO
866
Bank OZK
Arkansas
$206K +$206K +1,769 New
TTWM
867
TCV Trust & Wealth Management
Virginia
$206K +$206K +1,772 New
PC
868
Port Capital
Illinois
$205K -$590K -5,060 -74%
WA
869
Wealth Alliance
New York
$205K +$205K +1,762 New
AFA
870
American Financial Advisors
Georgia
$204K -$50K -428 -20%
BIM
871
Bridges Investment Management
Nebraska
$204K +$204K +1,746 New
M
872
MOTCO
Texas
$201K -$23.3K -200 -10%
SC
873
Searle & Co
Connecticut
$201K +$201K +1,725 New
EWM
874
Empirical Wealth Management
Washington
$200K +$200K +1,716 New
FCM
875
Firestone Capital Management
Florida
$198K – – –
33 34
35
36 37