DVY icon

iShares Select Dividend ETF
DVY

Overview Fund Activity

1,234 hedge funds and large institutions have $11.2B invested in iShares Select Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 467 increasing their positions, 326 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,234
Holders Change
+103
Holders Change %
+9.11%
% of All Funds
19.91%
Holding in Top 10
67
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.06%
% of All Funds
1.08%
New
164
Increased
467
Reduced
326
Closed
38
Calls
$35.7M
Puts
$18.7M
Net Calls
+$17M
Net Calls Change
-$20.8M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$123M
2
Morgan Stanley
Morgan Stanley
New York
+$99.3M
3
Bank of America
Bank of America
North Carolina
+$89.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$40.9M
5
Truist Financial
Truist Financial
North Carolina
+$36.7M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$34.4M
2
HNB
Huntington National Bank
Ohio
-$31.5M
3
RWA
Redhawk Wealth Advisors
Minnesota
-$15.5M
4
CWM
Chicago Wealth Management
Illinois
-$13.5M
5
Millennium Management
Millennium Management
New York
-$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIG
901
Sargent Investment Group
Maryland
$297K +$297K +2,465 New
FPW
902
Flagship Private Wealth
Massachusetts
$297K +$2.53K +21 +0.9%
PK
903
Pflug Koory
Nebraska
$297K +$18.7K +155 +7%
WEG
904
World Equity Group
Illinois
$296K +$296K +2,454 New
RF
905
Resolute Financial
Massachusetts
$296K +$11K +91 +4%
MIM
906
Moseley Investment Management
Florida
$294K – – –
RA
907
Rise Advisors
New York
$293K +$1.69K +14 +0.6%
NB
908
Northwest Bancshares
Pennsylvania
$293K – – –
PFM
909
Parsec Financial Management
North Carolina
$292K – – –
GWS
910
Glassman Wealth Services
Virginia
$291K – – –
KC
911
Kingfisher Capital
North Carolina
$291K +$12.8K +106 +5%
SFCL
912
Strengthening Families & Communities LLC
Massachusetts
$290K +$2.54K +21 +0.9%
UBV
913
United Bank (Virginia)
Virginia
$289K -$3.98K -33 -1%
BCP
914
Berkeley Capital Partners
Georgia
$289K +$289K +2,398 New
TLP
915
Trinity Legacy Partners
Texas
$289K -$36.8K -305 -11%
CCA
916
Clearwater Capital Advisors
Illinois
$289K -$74.3K -616 -20%
Federated Hermes
917
Federated Hermes
Pennsylvania
$288K +$288K +2,390 New
FFA
918
Founders Financial Alliance
North Carolina
$286K +$2.05K +17 +0.7%
CWM
919
C2C Wealth Management
Arizona
$286K – – –
ACM
920
Advisors Capital Management
New Jersey
$283K +$283K +2,343 New
ZCA
921
Zeke Capital Advisors
Pennsylvania
$281K – – –
HBT
922
Hills Bank & Trust
Iowa
$281K -$13.4K -111 -5%
CG
923
Clarus Group
Texas
$281K – – –
BTWM
924
Baker Tilly Wealth Management
Wisconsin
$281K +$20.9K +173 +8%
BIP
925
Blueprint Investment Partners
North Carolina
$279K +$279K +2,315 New
35 36
37
38 39