DVY icon

iShares Select Dividend ETF
DVY

Overview Fund Activity

1,166 hedge funds and large institutions have $9.64B invested in iShares Select Dividend ETF in 2022 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 449 increasing their positions, 316 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,166
Holders Change
-15
Holders Change %
-1.27%
% of All Funds
19.72%
Holding in Top 10
57
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+21.28%
% of All Funds
0.96%
New
81
Increased
449
Reduced
316
Closed
79
Calls
$53.7M
Puts
$24.8M
Net Calls
+$28.9M
Net Calls Change
-$35M

Top Buyers

1
PCIA
Prime Capital Investment Advisors
Kansas
+$99.6M
2
Bank of America
Bank of America
North Carolina
+$96.4M
3
Morgan Stanley
Morgan Stanley
New York
+$70.5M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$66.5M
5
Wells Fargo
Wells Fargo
California
+$57M

Top Sellers

1
JSW
Journey Strategic Wealth
New Jersey
-$195M
2
CIAS
CBIZ Investment Advisory Services
Ohio
-$116M
3
SFS
Sowell Financial Services
Arkansas
-$113M
4
HI
Horizon Investments
North Carolina
-$49.8M
5
PI
PFS Investments
Georgia
-$37.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEP
851
Southland Equity Partners
Missouri
$292K -$1.65K -14 -0.6%
AWM
852
AllSquare Wealth Management
New York
$291K -$87.7K -746 -23%
PSF
853
Pacific Sun Financial
California
$291K – – –
NIC
854
Northwest Investment Counselors
Oregon
$289K -$11.2K -95 -4%
IF
855
Intrua Financial
Texas
$287K -$81.3K -692 -22%
WPC
856
Wedmont Private Capital
Pennsylvania
$287K – – –
MIM
857
Moseley Investment Management
Florida
$287K – – –
UBV
858
United Bank (Virginia)
Virginia
$286K – – –
AW
859
Avion Wealth
Texas
$285K – – –
NB
860
Northwest Bancshares
Pennsylvania
$285K +$23.8K +203 +9%
GWS
861
Glassman Wealth Services
Virginia
$284K – – –
PCFFS
862
Pacific Center for Financial Services
California
$284K +$3.77K +32 +1%
EDRH
863
Edmond de Rothschild Holding
Switzerland
$283K – – –
ACM
864
Allred Capital Management
Texas
$280K +$587 +5 +0.2%
OSAM
865
O'Shaughnessy Asset Management
Connecticut
$279K – – –
CWM
866
C2C Wealth Management
Arizona
$279K +$279K +2,351 New
RCG
867
Regatta Capital Group
California
$277K – – –
ZCA
868
Zeke Capital Advisors
Pennsylvania
$274K – – –
CG
869
Clarus Group
Texas
$274K – – –
KC
870
Kingfisher Capital
North Carolina
$271K +$1.41K +12 +0.5%
TLFA
871
True Link Financial Advisors
California
$271K +$271K +2,304 New
ACM
872
Ategra Capital Management
Virginia
$270K – – –
SIM
873
Sterling Investment Management
Arizona
$269K +$27.3K +232 +11%
CCA
874
Cadent Capital Advisors
Oklahoma
$268K -$132K -1,122 -33%
BTWM
875
Baker Tilly Wealth Management
Wisconsin
$268K +$29.4K +250 +12%
33 34
35
36 37