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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 %
CAI
901
Capital Advisors Inc
Oklahoma
$255K +$368 +3 +0.1%
MCM
902
Maryland Capital Management
Maryland
$254K – – –
VR
903
Viridian RIA
Washington
$254K +$254K +2,075 New
PSB
904
Piscataqua Savings Bank
New Hampshire
$253K – – –
CCM
905
Crossvault Capital Management
Texas
$253K +$8.32K +68 +3%
NIM
906
Northeast Investment Management
Massachusetts
$252K +$252K +2,053 New
NGA
907
Naples Global Advisors
Florida
$252K +$252K +2,054 New
MPW
908
MA Private Wealth
California
$252K +$252K +2,054 New
FAB
909
First American Bank
Illinois
$251K – – –
BFA
910
Benedict Financial Advisors
Georgia
$251K +$246 +2 +0.1%
AAS
911
Annex Advisory Services
Wisconsin
$248K -$5.15K -42 -2%
AA
912
Advisory Alpha
Michigan
$248K -$1.72K -14 -0.7%
SRC
913
Sage Rhino Capital
California
$247K +$19.7K +161 +9%
TCOO
914
Trust Company of Oklahoma
Oklahoma
$246K -$64.1K -523 -21%
CC
915
Courier Capital
New York
$246K – – –
JFA
916
Johanson Financial Advisors
California
$246K +$614 +5 +0.3%
OMC
917
Old Mission Capital
Illinois
$246K +$246K +2,005 New
BAM
918
Bosun Asset Management
Illinois
$245K +$245K +2,000 New
RWA
919
Redmont Wealth Advisors
Illinois
$245K +$245K +2,000 New
HIIFS
920
Harel Insurance Investments & Financial Services
Israel
$243K +$122K +1,000 +102%
GC
921
Gratus Capital
Georgia
$243K +$243K +1,984 New
SC
922
Sepio Capital
Utah
$242K -$18.4K -150 -7%
KCA
923
Karn Couzens & Associates
Connecticut
$241K +$22.1K +180 +10%
9WM
924
9258 Wealth Management
Ohio
$240K – – –
FNBSF
925
First National Bank Sioux Falls
South Dakota
$239K – – –
35 36
37
38 39