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iShares Select Dividend ETF
DVY

Overview Fund Activity

959 hedge funds and large institutions have $5.93B invested in iShares Select Dividend ETF in 2020 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 243 increasing their positions, 361 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+106
Holders Change %
+12.43%
% of All Funds
17.02%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.5%
New
165
Increased
243
Reduced
361
Closed
43
Calls
$163M
Puts
$43.1M
Net Calls
+$120M
Net Calls Change
+$283M

Top Buyers

1
AC
Allstate Corporation
Illinois
+$51M
2
Wells Fargo
Wells Fargo
California
+$46.1M
3
PI
PFS Investments
Georgia
+$28.6M
4
VFP
Verus Financial Partners
Virginia
+$20.7M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$19.2M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$19M
2
HNB
Huntington National Bank
Ohio
-$18.3M
3
AAS
Avantax Advisory Services
Texas
-$14.4M
4
UBS Group
UBS Group
Switzerland
-$10.7M
5
HWA
Heartwood Wealth Advisors
Virginia
-$9.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIAM2
951
Tru Independence Asset Management 2
Oregon
$5K +$5K +50 New
NFSG
952
Newbridge Financial Services Group
Florida
$3K -$11.8K -106 -80%
BWL
953
Bogart Wealth LLC
Virginia
$2K – – –
SFA
954
Semmax Financial Advisors
North Carolina
$1K -$1.9K -19 -66%
BHWM
955
Bay Harbor Wealth Management
Maryland
$1K – – –
CI
956
CX Institutional
Indiana
$1K – – –
AW
957
Avion Wealth
Texas
$1K – – –
TCWA
958
Ten Capital Wealth Advisors
Washington
$1K +$1K +9 New
WIM
959
Westside Investment Management
California
$28 – – –
BCI
960
Brinker Capital Investments
Pennsylvania
– -$3.87M -47,457 Closed
OMC
961
Old Mission Capital
Illinois
– -$3.53M -43,258 Closed
MA
962
MYDA Advisors
New York
– -$3.26M -40,000 Closed
WA
963
WESPAC Advisors
California
– -$1.94M -23,808 Closed
TSS
964
Two Sigma Securities
New York
– -$1.76M -21,547 Closed
Squarepoint
965
Squarepoint
New York
– -$1.67M -20,491 Closed
CG
966
Cutler Group
California
– -$1.49M -18,293 Closed
TA
967
Tiedemann Advisors
New York
– -$565K -6,948 Closed
W
968
WealthOne
New York
– -$504K -6,176 Closed
CTA
969
Colonial Trust Advisors
South Carolina
– -$502K -6,156 Closed
HR
970
Hayden Royal
North Carolina
– -$487K -5,979 Closed
FHC
971
Forest Hill Capital
Arkansas
– -$447K -5,484 Closed
AWCI
972
Alpine Woods Capital Investors
New York
– -$436K -5,349 Closed
WI
973
Wintrust Investments
Illinois
– -$406K -4,976 Closed
PTC
974
Philadelphia Trust Company
Pennsylvania
– -$374K -4,587 Closed
KA
975
Kovack Advisors
Florida
– -$345K -4,229 Closed
37 38
39
40 41