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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,166 hedge funds and large institutions have $9.64B invested in iShares Select Dividend ETF in 2022 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 449 increasing their positions, 316 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,166
Holders Change
-15
Holders Change %
-1.27%
% of All Funds
19.72%
Holding in Top 10
57
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+21.28%
% of All Funds
0.96%
New
81
Increased
449
Reduced
316
Closed
79
Calls
$53.7M
Puts
$24.8M
Net Calls
+$28.9M
Net Calls Change
-$35M

Top Buyers

1
PCIA
Prime Capital Investment Advisors
Kansas
+$99.6M
2
Bank of America
Bank of America
North Carolina
+$96.4M
3
Morgan Stanley
Morgan Stanley
New York
+$70.5M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$66.5M
5
Wells Fargo
Wells Fargo
California
+$57M

Top Sellers

1
JSW
Journey Strategic Wealth
New Jersey
-$195M
2
CIAS
CBIZ Investment Advisory Services
Ohio
-$116M
3
SFS
Sowell Financial Services
Arkansas
-$113M
4
HI
Horizon Investments
North Carolina
-$49.8M
5
PI
PFS Investments
Georgia
-$37.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Asset Management
926
CIBC Asset Management
Ontario, Canada
$241K – – –
TT
927
TI-Trust
Illinois
$241K – – –
CA
928
Carson Advisory
Georgia
$241K +$37.9K +322 +19%
GD
929
Grandfield & Dodd
New York
$240K – – –
AAS
930
Annex Advisory Services
Wisconsin
$238K – – –
ARC
931
Advisor Resource Council
Texas
$238K +$238K +2,024 New
WWA
932
WCG Wealth Advisors
Nevada
$238K +$238K +2,024 New
W
933
WealthOne
New York
$237K -$1.77K -15 -0.7%
GGS
934
Galvin Gaustad & Stein
Arizona
$237K +$237K +2,010 New
FFMBT
935
First Farmers & Merchants Bank Trust
Tennessee
$236K -$58.9K -500 -20%
MCM
936
Maryland Capital Management
Maryland
$236K – – –
MWPCG
937
Measured Wealth Private Client Group
New Hampshire
$236K +$236K +2,004 New
BAM
938
Bosun Asset Management
Illinois
$235K – – –
RWA
939
Redmont Wealth Advisors
Illinois
$235K – – –
SWM
940
Selective Wealth Management
Virginia
$235K +$18K +153 +8%
SHJ
941
Sharkey, Howes & Javer
Colorado
$233K +$233K +1,978 New
BFA
942
Benedict Financial Advisors
Georgia
$232K -$8.22K -70 -3%
NAG
943
Northstar Advisory Group
New Jersey
$232K -$7.29K -62 -3%
NGA
944
Naples Global Advisors
Florida
$232K – – –
SC
945
Sepio Capital
Utah
$232K – – –
9WM
946
9258 Wealth Management
Ohio
$231K – – –
FNBSF
947
First National Bank Sioux Falls
South Dakota
$229K – – –
DAC
948
Dividend Assets Capital
South Carolina
$228K -$24.1K -204 -10%
FA
949
Fermata Advisors
California
$228K +$228K +1,935 New
LA
950
Latitude Advisors
Florida
$227K -$440K -3,739 -66%
36 37
38
39 40