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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,001 hedge funds and large institutions have $7.56B invested in iShares Select Dividend ETF in 2021 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 275 increasing their positions, 365 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,001
Holders Change
+42
Holders Change %
+4.38%
% of All Funds
17.63%
Holding in Top 10
38
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+35.71%
% of All Funds
0.67%
New
107
Increased
275
Reduced
365
Closed
56
Calls
$136M
Puts
$39.5M
Net Calls
+$96.5M
Net Calls Change
-$23.7M

Top Buyers

1
HI
Horizon Investments
North Carolina
$167M
2
PIM
Parker Investment Management
California
$143M
3
Wells Fargo
Wells Fargo
California
$607M
4
FIA
Foundations Investment Advisors
Arizona
$82.3M
5
PI
PFS Investments
Georgia
$73M

Top Sellers

1
AC
Allstate Corporation
Illinois
$30.2M
2
Federated Hermes
Federated Hermes
Pennsylvania
$0
3
Jane Street
Jane Street
New York
$887K
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$440M
5
HNB
Huntington National Bank
Ohio
$23.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
926
Liberty Wealth Management
California
$50K – – –
WWM
927
Wagner Wealth Management
South Carolina
$49K -$35.2K -310 -42%
OFG
928
Oxford Financial Group
Indiana
$49K – – –
FF
929
FourThought Financial
Florida
$47K – – –
ACA
930
Aptus Capital Advisors
Alabama
$44K – – –
ME
931
McIlrath & Eck
Washington
$43K – – –
FMTCOCP
932
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$43K – – –
HMS
933
Hanseatic Management Services
New Mexico
$43K +$43K +375 New
RCA
934
Ranch Capital Advisors
Florida
$41K – – –
KFI
935
Key Financial Inc
Pennsylvania
$41K +$5.28K +46 +15%
FPFS
936
First Personal Financial Services
North Carolina
$40K – – –
LB
937
Legacy Bridge
Iowa
$40K – – –
SWM
938
Selective Wealth Management
Virginia
$40K – – –
ANBT
939
American National Bank & Trust
Texas
$40K – – –
AAMA
940
Advanced Asset Management Advisors
Ohio
$40K – – –
CIA
941
Cascade Investment Advisors
Oregon
$37.1K – – –
CWA
942
Core Wealth Advisors
Florida
$37K – – –
POIA
943
Pin Oak Investment Advisors
Texas
$35K – – –
PSIWM
944
Paradigm Strategies in Wealth Management
Minnesota
$34K +$34K +300 New
TFA
945
Toth Financial Advisory
Virginia
$33K – – –
SIS
946
Sound Income Strategies
Florida
$31.6K +$12K +105 +61%
VRM
947
Vectors Research Management
New York
$30K – – –
BWM
948
Baystate Wealth Management
Massachusetts
$30K +$226 +2 +0.8%
EFSCE
949
Enterprise Financial Services Corp (EFSC)
Missouri
$30K +$30K +267 New
AWM
950
Accel Wealth Management
Iowa
$29K -$8.85K -76 -23%
36 37
38
39 40