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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,181 hedge funds and large institutions have $10.3B invested in iShares Select Dividend ETF in 2022 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 478 increasing their positions, 310 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,181
Holders Change
+15
Holders Change %
+1.29%
% of All Funds
18.69%
Holding in Top 10
47
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+23.68%
% of All Funds
0.74%
New
92
Increased
478
Reduced
310
Closed
61
Calls
$99.2M
Puts
$35.3M
Net Calls
+$63.9M
Net Calls Change
-$17.5M

Top Buyers

1
JSW
Journey Strategic Wealth
New Jersey
+$343M
2
Bank of America
Bank of America
North Carolina
+$188M
3
CIAS
CBIZ Investment Advisory Services
Ohio
+$116M
4
SFS
Sowell Financial Services
Arkansas
+$112M
5
Truist Financial
Truist Financial
North Carolina
+$97.1M

Top Sellers

1
AF
Ally Financial
Michigan
-$90.8M
2
HNB
Huntington National Bank
Ohio
-$26.3M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$22.6M
4
MHI
Miller Howard Investments
New York
-$18.1M
5
Charles Schwab
Charles Schwab
California
-$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
851
BTR Capital Management
California
$301K – – –
RCG
852
Regatta Capital Group
California
$301K +$25.6K +200 +9%
DJSG
853
D.J. St. Germain
Massachusetts
$299K -$40.3K -315 -12%
ZCA
854
Zeke Capital Advisors
Pennsylvania
$299K – – –
CG
855
Clarus Group
Texas
$298K – – –
KA
856
Kovack Advisors
Florida
$296K -$556K -4,349 -65%
WIA
857
World Investment Advisors
California
$295K -$256 -2 -0.1%
ACM
858
Ategra Capital Management
Virginia
$294K – – –
KC
859
Kingfisher Capital
North Carolina
$294K +$1.28K +10 +0.4%
BCM
860
Brookstone Capital Management
Illinois
$292K +$9.12K +71 +3%
DWMG
861
DB Wealth Management Group
California
$291K – – –
MSAM
862
Moloney Securities Asset Management
Missouri
$291K +$128 +1 +0%
WSFS
863
Wilmington Savings Fund Society
Delaware
$290K -$103K -800 -26%
MW
864
Marcum Wealth
Ohio
$289K -$394K -3,073 -58%
WE
865
Wealth Effects
Massachusetts
$289K – – –
CB
866
CNB Bank
Pennsylvania
$289K – – –
CICI
867
Capital Investment Counsel Inc
North Carolina
$289K +$289K +2,258 New
CTB
868
Country Trust Bank
Illinois
$288K – – –
VWA
869
Visionary Wealth Advisors
Illinois
$288K +$16.2K +127 +6%
Chevy Chase Trust
870
Chevy Chase Trust
Maryland
$287K – – –
CI
871
Chartist Inc
California
$287K – – –
SFA
872
Seneca Financial Advisors
New York
$286K +$1.15K +9 +0.4%
GA
873
GFS Advisors
Texas
$285K -$105K -819 -27%
SFG
874
SNS Financial Group
Minnesota
$285K -$76.9K -600 -21%
NB
875
Northwest Bancshares
Pennsylvania
$285K -$14.2K -111 -5%
33 34
35
36 37