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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 %
SFP
876
Sterling Financial Planning
New Jersey
$285K +$512 +4 +0.2%
FFA
877
Founders Financial Alliance
North Carolina
$284K +$1.67K +13 +0.6%
HL
878
HeadInvest LLC
Maine
$283K – – –
BP
879
BBR Partners
New York
$282K – – –
LC
880
LCNB Corp
Ohio
$282K – – –
CWM
881
Cedar Wealth Management
California
$282K – – –
JSC
882
Jackson Square Capital
California
$280K -$4.09K -32 -1%
MWM
883
Mattern Wealth Management
Kansas
$279K +$38.5K +300 +16%
KF
884
Krilogy Financial
Missouri
$277K +$2.82K +22 +1%
MAM
885
Mystic Asset Management
Rhode Island
$275K -$83.5K -652 -23%
T
886
TCWP
Ohio
$275K -$2.05K -16 -0.7%
UB
887
UMB Bank
Missouri
$275K – – –
DAC
888
Dividend Assets Capital
South Carolina
$274K -$47.7K -372 -15%
TVAMP
889
Tennessee Valley Asset Management Partners
Tennessee
$274K +$1.8K +14 +0.7%
IFWM
890
Institute for Wealth Management
Colorado
$274K +$4.1K +32 +2%
QC
891
Quent Capital
New York
$272K – – –
C
892
Certuity
Florida
$271K +$271K +2,115 New
AFA
893
American Financial Advisors
Georgia
$270K +$513 +4 +0.2%
PCA
894
Personal Capital Advisors
California
$269K -$20.1K -157 -7%
BWM
895
Birchcreek Wealth Management
Ohio
$269K +$20.5K +160 +8%
AWM
896
Altium Wealth Management
New York
$268K -$25.5K -199 -9%
CAI
897
Capital Advisors Inc
Oklahoma
$267K +$385 +3 +0.1%
H
898
HoyleCohen
California
$266K -$8.85K -69 -3%
FIA
899
Foundations Investment Advisors
Arizona
$265K – – –
TCOV
900
Trust Company of Vermont
Vermont
$265K +$150K +1,165 +129%
34 35
36
37 38