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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,022 hedge funds and large institutions have $7.35B invested in iShares Select Dividend ETF in 2021 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 334 increasing their positions, 318 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,022
Holders Change
-5
Holders Change %
-0.49%
% of All Funds
17.95%
Holding in Top 10
31
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-26.19%
% of All Funds
0.54%
New
65
Increased
334
Reduced
318
Closed
55
Calls
$68.4M
Puts
$44.3M
Net Calls
+$24.1M
Net Calls Change
-$119M

Top Buyers

1
AF
Ally Financial
Michigan
$85M
2
MHI
Miller Howard Investments
New York
$22.2M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$106M
4
BOH
Bank of Hawaii
Hawaii
$12.2M
5
Bank of America
Bank of America
North Carolina
$857M

Top Sellers

1
HI
Horizon Investments
North Carolina
$0
2
PI
PFS Investments
Georgia
$0
3
FIA
Foundations Investment Advisors
Arizona
$462K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$200M
5
Osaic Holdings
Osaic Holdings
Arizona
$46.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
926
Lowe Wealth Advisors
Maryland
$79K – – –
SSC
927
Syverson Strege & Co
Iowa
$79K – – –
FMTCOCP
928
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$77K -$34.2K -300 -31%
PAI
929
Pittenger & Anderson Inc
Nebraska
$75K -$6.23K -54 -8%
MA
930
MCF Advisors
Kentucky
$75K – – –
FBT
931
First Bank & Trust
South Dakota
$70K – – –
NFSG
932
Newbridge Financial Services Group
Florida
$69K +$15.2K +133 +28%
BNP Paribas Financial Markets
933
BNP Paribas Financial Markets
France
$65.8K +$65.8K +574 New
WWM
934
Wolff Wiese Magana
California
$64K -$342 -3 -0.5%
EWM
935
Endurance Wealth Management
Rhode Island
$64K – – –
TFGT
936
TS Financial Group (TSFG)
Illinois
$63K – – –
LWM
937
Liberty Wealth Management
California
$61K +$347 +3 +0.6%
SIM
938
Sonora Investment Management
Arizona
$61K +$57.5K +500 +1,667%
KA
939
Kozak & Associates
Colorado
$61K +$61K +500 New
TCM
940
Tradewinds Capital Management
Washington
$60K – – –
AL
941
ADE LLC
Maryland
$60K – – –
MM
942
Main Management
California
$57K – – –
FA
943
Financial Advantage
Maryland
$57K – – –
CC
944
Corsicana & Co
Texas
$56K – – –
BA
945
Ballast Advisors
Minnesota
$55K – – –
LWANC
946
Laurel Wealth Advisors (North Carolina)
North Carolina
$53K -$52.5K -459 -50%
ATC
947
Adirondack Trust Company
New York
$53K – – –
GFPC
948
Global Financial Private Client
Florida
$52.3K – – –
AWA
949
Artemis Wealth Advisors
New York
$52.1K – – –
MIM
950
MTM Investment Management
South Carolina
$52K – – –
36 37
38
39 40