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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,166 hedge funds and large institutions have $8.45B invested in iShares Select Dividend ETF in 2021 Q4 according to their latest regulatory filings, with 209 funds opening new positions, 397 increasing their positions, 305 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,166
Holders Change
+144
Holders Change %
+14.09%
% of All Funds
18.01%
Holding in Top 10
38
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+22.58%
% of All Funds
0.59%
New
209
Increased
397
Reduced
305
Closed
45
Calls
$105M
Puts
$23.5M
Net Calls
+$81.4M
Net Calls Change
+$57.3M

Top Buyers

1
HI
Horizon Investments
North Carolina
+$73.9M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$42.7M
3
Wells Fargo
Wells Fargo
California
+$39.1M
4
PI
PFS Investments
Georgia
+$33.4M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$30.1M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$24.5M
2
SEM
Strategic Equity Management
Arizona
-$8.06M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$5.81M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$4.51M
5
AI
AXS Investments
New York
-$4.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
926
Brightworth
Georgia
$239K +$3.93K +32 +2%
BWM
927
Birchcreek Wealth Management
Ohio
$238K -$23.1K -188 -9%
PWW
928
Pettyjohn Wood & White
Virginia
$238K -$3.07K -25 -1%
SAM
929
Strategic Asset Management
Minnesota
$238K +$1.47K +12 +0.6%
MG
930
Mather Group
Illinois
$238K +$238K +1,939 New
MCA
931
MSH Capital Advisors
Arizona
$237K +$237K +1,935 New
CCA
932
Clearwater Capital Advisors
Illinois
$237K -$22.1K -180 -9%
CIAS
933
Capital Investment Advisory Services
North Carolina
$237K +$20.7K +169 +10%
NSAM
934
North Star Asset Management
Wisconsin
$236K – – –
1WM
935
1900 Wealth Management
Texas
$236K – – –
PP
936
PDS Planning
Ohio
$234K – – –
RG
937
Retirement Group
California
$234K +$2.21K +18 +1%
W
938
WealthOne
New York
$232K +$232K +1,891 New
CGPCS
939
Capital Group Private Client Services
California
$231K +$2.08K +17 +0.9%
GSWM
940
Golden State Wealth Management
California
$230K -$15.1K -123 -6%
MWM
941
Mattern Wealth Management
Kansas
$230K – – –
SWM
942
Segment Wealth Management
Texas
$230K – – –
EWM
943
Empirical Wealth Management
Washington
$230K +$230K +1,879 New
IFG
944
Investors Financial Group
Minnesota
$230K +$230K +1,880 New
JWM
945
JGP Wealth Management
Oregon
$229K – – –
MPPLM
946
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$228K -$9.7K -79 -4%
SWM
947
Selective Wealth Management
Virginia
$227K – – –
YWP
948
YorkBridge Wealth Partners
New York
$225K -$17.8K -145 -7%
BBNA
949
Bremer Bank National Association
Minnesota
$225K – – –
AOWM
950
Alpha Omega Wealth Management
Virginia
$224K -$44.4K -349 -17%
36 37
38
39 40