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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,166 hedge funds and large institutions have $8.45B invested in iShares Select Dividend ETF in 2021 Q4 according to their latest regulatory filings, with 209 funds opening new positions, 397 increasing their positions, 305 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,166
Holders Change
+144
Holders Change %
+14.09%
% of All Funds
18.01%
Holding in Top 10
38
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+22.58%
% of All Funds
0.59%
New
209
Increased
397
Reduced
305
Closed
45
Calls
$105M
Puts
$23.5M
Net Calls
+$81.4M
Net Calls Change
+$57.3M

Top Buyers

1
HI
Horizon Investments
North Carolina
+$73.9M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$42.7M
3
Wells Fargo
Wells Fargo
California
+$39.1M
4
PI
PFS Investments
Georgia
+$33.4M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$30.1M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$24.5M
2
SEM
Strategic Equity Management
Arizona
-$8.06M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$5.81M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$4.51M
5
AI
AXS Investments
New York
-$4.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
876
LCNB Corp
Ohio
$270K – – –
FFA
877
Founders Financial Alliance
North Carolina
$270K +$1.59K +13 +0.6%
CWM
878
Cedar Wealth Management
California
$270K +$12.8K +104 +5%
MA
879
Montag & Associates
Georgia
$269K – – –
CG
880
Clarus Group
Texas
$268K – – –
Wealth Enhancement Advisory Services
881
Wealth Enhancement Advisory Services
Minnesota
$265K +$34.7K +281 +15%
T
882
TCWP
Ohio
$265K +$265K +2,165 New
LWP
883
Legacy Wealth Planning
Nevada
$264K -$38K -310 -13%
UB
884
UMB Bank
Missouri
$264K +$264K +2,150 New
RCG
885
Regatta Capital Group
California
$264K +$264K +2,151 New
H
886
HoyleCohen
California
$263K +$7.49K +61 +3%
KF
887
Krilogy Financial
Missouri
$262K – – –
NAG
888
Northstar Advisory Group
New Jersey
$262K +$262K +2,139 New
FIA
889
Foundations Investment Advisors
Arizona
$260K -$239K -1,892 -48%
VWA
890
Visionary Wealth Advisors
Illinois
$260K +$367 +3 +0.1%
TVAMP
891
Tennessee Valley Asset Management Partners
Tennessee
$260K +$1.84K +15 +0.7%
QC
892
Quent Capital
New York
$260K +$260K +2,122 New
IFWM
893
Institute for Wealth Management
Colorado
$258K -$10.4K -85 -4%
AFA
894
American Financial Advisors
Georgia
$258K +$1.23K +10 +0.5%
FLPIM
895
F.L. Putnam Investment Management
Massachusetts
$258K +$16.6K +135 +7%
Neuberger Berman Group
896
Neuberger Berman Group
New York
$257K -$5.28K -43 -2%
FCA
897
FLC Capital Advisors
California
$257K – – –
AA
898
AlphaMark Advisors
Kentucky
$256K -$6.12K -50 -2%
KWP
899
Keystone Wealth Partners
Arizona
$256K -$2.33K -19 -0.9%
GLA
900
Great Lakes Advisors
Illinois
$256K +$27.1K +221 +12%
34 35
36
37 38