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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 %
W
951
Wealthquest
Ohio
$223K – – –
IF
952
IRON Financial
Illinois
$223K +$856 +7 +0.4%
CWM
953
Congress Wealth Management
Massachusetts
$223K +$223K +1,818 New
NB
954
NBT Bank
New York
$221K – – –
LFA
955
Lauterbach Financial Advisors
Texas
$219K +$219K +1,790 New
DBT
956
Dubuque Bank & Trust
Iowa
$218K – – –
TTWM
957
TCV Trust & Wealth Management
Virginia
$217K – – –
PGWM
958
Parisi Gray Wealth Management
New Jersey
$215K -$5.53K -45 -3%
VWA
959
V Wealth Advisors
Kansas
$214K -$10.6K -86 -5%
M
960
MOTCO
Texas
$211K – – –
SIAM
961
Sterling Investment Advisors (Missouri)
Missouri
$211K +$211K +1,720 New
CA
962
Carson Advisory
Georgia
$211K +$211K +1,724 New
SC
963
Searle & Co
Connecticut
$211K +$211K +1,725 New
DAM
964
Derbend Asset Management
Georgia
$210K +$210K +1,709 New
MMPW
965
Mitchell McLeod Pugh & Williams
Alabama
$209K +$209K +1,703 New
DDC
966
DF Dent & Co
Maryland
$209K +$209K +1,705 New
D
967
Dentgroup
Louisiana
$208K +$208K +1,698 New
PCS
968
Personal CFO Solutions
New Jersey
$208K +$208K +1,699 New
RCM
969
Rain Capital Management
Oregon
$207K +$3.32K +27 +2%
OF
970
Outfitter Financial
Maine
$207K +$207K +1,690 New
BMCM
971
Bryn Mawr Capital Management
Pennsylvania
$206K +$206K +1,679 New
EE
972
EWG Elevate
California
$206K +$206K +1,681 New
BSW
973
Buckingham Strategic Wealth
Missouri
$205K +$205K +1,670 New
CL
974
COWA LLC
Oklahoma
$205K +$205K +1,670 New
HWM
975
Howard Wealth Management
Connecticut
$205K +$205K +1,674 New
37 38
39
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