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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,131 hedge funds and large institutions have $8.99B invested in iShares Select Dividend ETF in 2022 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 415 increasing their positions, 315 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,131
Holders Change
-35
Holders Change %
-3%
% of All Funds
19.56%
Holding in Top 10
62
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.77%
% of All Funds
1.07%
New
61
Increased
415
Reduced
315
Closed
75
Calls
$63.8M
Puts
$26M
Net Calls
+$37.7M
Net Calls Change
+$8.88M

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$42.1M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$38M
3
KAS
Kestra Advisory Services
Texas
+$34.3M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$27M
5
SAF
Smith Anglin Financial
Texas
+$22.6M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$96.4M
2
HI
Horizon Investments
North Carolina
-$36M
3
HNB
Huntington National Bank
Ohio
-$35.3M
4
PCIA
Prime Capital Investment Advisors
Kansas
-$20.6M
5
BlackRock
BlackRock
New York
-$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FS
876
Ferguson Shapiro
Georgia
$253K +$253K +2,358 New
ZCA
877
Zeke Capital Advisors
Pennsylvania
$250K – – –
CG
878
Clarus Group
Texas
$250K – – –
NIC
879
Northwest Investment Counselors
Oregon
$249K -$14.7K -137 -6%
WWA
880
WCG Wealth Advisors
Nevada
$249K +$14.7K +127 +6%
TLFA
881
True Link Financial Advisors
California
$247K – – –
KC
882
Kingfisher Capital
North Carolina
$247K +$321 +3 +0.1%
PK
883
Pflug Koory
Nebraska
$247K +$94.7K +884 +62%
ACM
884
Ategra Capital Management
Virginia
$246K – – –
SAM
885
Strategic Asset Management
Minnesota
$246K -$418K -1,430 -63%
MRCM
886
M&R Capital Management
New Jersey
$244K +$135K +1,257 +123%
HIM
887
Hanlon Investment Management
New Jersey
$244K +$244K +2,277 New
DWMG
888
DB Wealth Management Group
California
$243K – – –
BAS
889
Brown Advisory Securities
Maryland
$242K -$944K -8,839 -80%
MSAM
890
Moloney Securities Asset Management
Missouri
$242K +$107 +1 +0%
TW
891
TrinityPoint Wealth
Connecticut
$242K +$5.35K +50 +2%
CWP
892
CFM Wealth Partners
Texas
$242K +$242K +2,258 New
CTB
893
Country Trust Bank
Illinois
$241K – – –
AA
894
Advisory Alpha
Michigan
$241K +$19.7K +184 +9%
SFA
895
Seneca Financial Advisors
New York
$240K – – –
Chevy Chase Trust
896
Chevy Chase Trust
Maryland
$240K – – –
SFG
897
SNS Financial Group
Minnesota
$239K – – –
GA
898
GFS Advisors
Texas
$239K – – –
FP
899
Fiduciary Planning
Florida
$238K -$55.3K -515 -19%
Neuberger Berman Group
900
Neuberger Berman Group
New York
$237K -$4.3K -40 -2%
34 35
36
37 38