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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,181 hedge funds and large institutions have $10.3B invested in iShares Select Dividend ETF in 2022 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 478 increasing their positions, 310 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,181
Holders Change
+15
Holders Change %
+1.29%
% of All Funds
18.69%
Holding in Top 10
47
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+23.68%
% of All Funds
0.74%
New
92
Increased
478
Reduced
310
Closed
61
Calls
$99.2M
Puts
$35.3M
Net Calls
+$63.9M
Net Calls Change
-$17.5M

Top Buyers

1
JSW
Journey Strategic Wealth
New Jersey
+$343M
2
Bank of America
Bank of America
North Carolina
+$188M
3
CIAS
CBIZ Investment Advisory Services
Ohio
+$116M
4
SFS
Sowell Financial Services
Arkansas
+$112M
5
Truist Financial
Truist Financial
North Carolina
+$97.1M

Top Sellers

1
AF
Ally Financial
Michigan
-$90.8M
2
HNB
Huntington National Bank
Ohio
-$26.3M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$22.6M
4
MHI
Miller Howard Investments
New York
-$18.1M
5
Charles Schwab
Charles Schwab
California
-$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
926
Comerica Securities
Michigan
$250K -$33.6K -262 -12%
FNBSF
927
First National Bank Sioux Falls
South Dakota
$250K – – –
CC
928
Courier Capital
New York
$248K -$9.63K -75 -4%
NSAM
929
North Star Asset Management
Wisconsin
$248K +$642 +5 +0.3%
MCA
930
MSH Capital Advisors
Arizona
$247K -$897 -7 -0.4%
KWP
931
Keystone Wealth Partners
Arizona
$247K -$20.9K -163 -8%
CCA
932
Clearwater Capital Advisors
Illinois
$247K – – –
RG
933
Retirement Group
California
$246K +$1.03K +8 +0.4%
AAM
934
Autus Asset Management
Arizona
$243K -$116K -907 -32%
CWM
935
Congress Wealth Management
Massachusetts
$243K +$9.63K +75 +4%
GSWM
936
Golden State Wealth Management
California
$241K – – –
SWM
937
Segment Wealth Management
Texas
$241K – – –
CGPCS
938
Capital Group Private Client Services
California
$241K – – –
Wealth Enhancement Advisory Services
939
Wealth Enhancement Advisory Services
Minnesota
$239K -$36K -281 -13%
BSW
940
Buckingham Strategic Wealth
Missouri
$239K +$25K +195 +12%
NLP
941
Next Level Private
New York
$239K +$239K +1,863 New
LCM
942
LVM Capital Management
Michigan
$238K +$238K +1,857 New
SWM
943
Selective Wealth Management
Virginia
$237K -$128 -1 -0.1%
JWM
944
JGP Wealth Management
Oregon
$237K – – –
YWP
945
YorkBridge Wealth Partners
New York
$236K +$385 +3 +0.2%
Neuberger Berman Group
946
Neuberger Berman Group
New York
$235K -$33.2K -259 -12%
BBNA
947
Bremer Bank National Association
Minnesota
$234K – – –
IF
948
IRON Financial
Illinois
$234K +$895 +7 +0.4%
AIM
949
Anchor Investment Management
South Carolina
$234K -$65.2K -509 -22%
IGWM
950
ICA Group Wealth Management
Colorado
$233K +$233K +1,789 New
36 37
38
39 40