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iShares Select Dividend ETF
DVY

Overview Fund Activity

959 hedge funds and large institutions have $5.93B invested in iShares Select Dividend ETF in 2020 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 243 increasing their positions, 361 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+106
Holders Change %
+12.43%
% of All Funds
17.02%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.5%
New
165
Increased
243
Reduced
361
Closed
43
Calls
$163M
Puts
$43.1M
Net Calls
+$120M
Net Calls Change
+$283M

Top Buyers

1
AC
Allstate Corporation
Illinois
+$51M
2
Wells Fargo
Wells Fargo
California
+$46.1M
3
PI
PFS Investments
Georgia
+$28.6M
4
VFP
Verus Financial Partners
Virginia
+$20.7M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$19.2M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$19M
2
HNB
Huntington National Bank
Ohio
-$18.3M
3
AAS
Avantax Advisory Services
Texas
-$14.4M
4
UBS Group
UBS Group
Switzerland
-$10.7M
5
HWA
Heartwood Wealth Advisors
Virginia
-$9.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
FGAM
926
Financial Gravity Asset Management
Texas
$19K +$19K +194 New
SIS
927
Sound Income Strategies
Florida
$17K -$38K -384 -69%
PK
928
Pflug Koory
Nebraska
$16K +$1.22K +13 +8%
LFG
929
Larson Financial Group
Missouri
$15K – – –
TFS
930
TrustCore Financial Services
Tennessee
$15K – – –
JFA
931
JNBA Financial Advisors
Minnesota
$14K – – –
KCM
932
Kathmere Capital Management
Pennsylvania
$14K – – –
WWM
933
Wolff Wiese Magana
California
$14K +$14K +144 New
FM
934
Family Management
New York
$13K – – –
TFM
935
TFC Financial Management
Massachusetts
$12K – – –
RFA
936
Reilly Financial Advisors
California
$12K +$95 +1 +0.8%
FP
937
Financial Perspectives
Minnesota
$11.1K +$11.1K +115 New
HFM
938
Hartford Financial Management
Connecticut
$11K – – –
AA
939
Addison Advisors
Vermont
$11K +$11K +112 New
SPWG
940
Sage Private Wealth Group
Illinois
$11K +$11K +118 New
CWA
941
Carolina Wealth Advisors
South Carolina
$10K +$10K +105 New
D
942
Diversified
Delaware
$10K +$10K +118 New
MCM
943
Manchester Capital Management
Vermont
$9K – – –
FP
944
Fiduciary Planning
Florida
$9K +$93 +1 +1%
PWMG
945
Prestige Wealth Management Group
New Jersey
$8K – – –
DAM
946
Delta Asset Management
Tennessee
$7K – – –
WFA
947
WestHill Financial Advisors
California
$6K +$6K +62 New
MF
948
Manchester Financial
California
$5K – – –
PFSC
949
Peoples Financial Services Corp
Pennsylvania
$5K – – –
LGWM
950
Litman Gregory Wealth Management
California
$5K – – –
36 37
38
39 40