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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 %
CCM
901
Crossvault Capital Management
Texas
$264K -$1.28K -10 -0.5%
PSB
902
Piscataqua Savings Bank
New Hampshire
$264K – – –
AA
903
Advisory Alpha
Michigan
$264K +$4.99K +39 +2%
CIBC Asset Management
904
CIBC Asset Management
Ontario, Canada
$263K -$151K -1,180 -37%
SIM
905
Sterling Investment Management
Arizona
$263K -$35.5K -277 -12%
NIM
906
Northeast Investment Management
Massachusetts
$263K – – –
FAB
907
First American Bank
Illinois
$263K – – –
TT
908
TI-Trust
Illinois
$262K -$72.8K -569 -22%
BFA
909
Benedict Financial Advisors
Georgia
$262K +$256 +2 +0.1%
NAG
910
Northstar Advisory Group
New Jersey
$261K -$13.3K -104 -5%
BTWM
911
Baker Tilly Wealth Management
Wisconsin
$260K -$224K -1,749 -46%
GD
912
Grandfield & Dodd
New York
$260K -$53.5K -413 -17%
W
913
WealthOne
New York
$260K +$17.3K +135 +7%
AAS
914
Annex Advisory Services
Wisconsin
$259K – – –
SRC
915
Sage Rhino Capital
California
$258K – – –
MCM
916
Maryland Capital Management
Maryland
$257K -$8.2K -64 -3%
VR
917
Viridian RIA
Washington
$256K -$254K -2,075 Closed
RWA
918
Redmont Wealth Advisors
Illinois
$256K – – –
BAM
919
Bosun Asset Management
Illinois
$256K – – –
NGA
920
Naples Global Advisors
Florida
$253K -$10.1K -79 -4%
SC
921
Sepio Capital
Utah
$253K – – –
9WM
922
9258 Wealth Management
Ohio
$251K – – –
SAM
923
Strategic Asset Management
Minnesota
$251K +$1.41K +11 +0.6%
B
924
Brightworth
Georgia
$251K +$1.67K +13 +0.7%
IA
925
Insight Advisors
Pennsylvania
$251K +$251K +1,962 New
35 36
37
38 39