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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,027 hedge funds and large institutions have $7.95B invested in iShares Select Dividend ETF in 2021 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 388 increasing their positions, 296 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,027
Holders Change
+26
Holders Change %
+2.6%
% of All Funds
17.93%
Holding in Top 10
42
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.53%
% of All Funds
0.73%
New
81
Increased
388
Reduced
296
Closed
44
Calls
$165M
Puts
$21.3M
Net Calls
+$144M
Net Calls Change
+$47M

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$254M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$97.2M
3
PI
3
PFS Investments
Georgia
$108M
4
Morgan Stanley
4
Morgan Stanley
New York
$664M
5
HNB
5
Huntington National Bank
Ohio
$24.7M

Top Sellers

1
PIM
1
Parker Investment Management
California
$0
2
AF
2
Ally Financial
Michigan
$15.2M
3
AC
3
Allstate Corporation
Illinois
$0
4
Wells Fargo
4
Wells Fargo
California
$608M
5
BlackRock
5
BlackRock
New York
$63M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
951
Ballast Advisors
Minnesota
$56K – – –
NFSG
952
Newbridge Financial Services Group
Florida
$55K +$51.8K +442 +1,637%
AWA
953
Artemis Wealth Advisors
New York
$53K +$932 +8 +2%
FPB
954
First PREMIER Bank
South Dakota
$53K – – –
GFPC
955
Global Financial Private Client
Florida
$52.9K – – –
ATC
956
Adirondack Trust Company
New York
$52K – – –
MIM
957
MTM Investment Management
South Carolina
$52K – – –
WWM
958
Wagner Wealth Management
South Carolina
$50K – – –
FF
959
FourThought Financial
Florida
$48K – – –
ACA
960
Aptus Capital Advisors
Alabama
$45K – – –
ME
961
McIlrath & Eck
Washington
$44K – – –
HMS
962
Hanseatic Management Services
New Mexico
$44K – – –
RCA
963
Ranch Capital Advisors
Florida
$42K – – –
TFS
964
TrustCore Financial Services
Tennessee
$42K +$23.3K +200 +125%
ANBT
965
American National Bank & Trust
Texas
$41K – – –
AAMA
966
Advanced Asset Management Advisors
Ohio
$41K – – –
LB
967
Legacy Bridge
Iowa
$41K – – –
LWCFA
968
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$39K +$39K +334 New
OFG
969
Oxford Financial Group
Indiana
$38K -$12.5K -106 -25%
CWA
970
Core Wealth Advisors
Florida
$38K – – –
CIA
971
Cascade Investment Advisors
Oregon
$37.9K – – –
POIA
972
Pin Oak Investment Advisors
Texas
$36K – – –
Jones Financial Companies
973
Jones Financial Companies
Missouri
$35K -$142K -1,227 -80%
TFA
974
Toth Financial Advisory
Virginia
$34K +$584 +5 +2%
LPWM
975
Lake Point Wealth Management
Texas
$32K +$32K +274 New
37 38
39
40 41