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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 %
EP
951
Eudaimonia Partners
Tennessee
$232K +$232K +1,810 New
OBWG
952
Onyx Bridge Wealth Group
New York
$230K -$50.8K -404 -18%
HWM
953
Howard Wealth Management
Connecticut
$230K +$15.6K +122 +7%
LFA
954
Lauterbach Financial Advisors
Texas
$229K – – –
PWW
955
Pettyjohn Wood & White
Virginia
$227K -$21.1K -165 -9%
TTWM
956
TCV Trust & Wealth Management
Virginia
$227K – – –
DBT
957
Dubuque Bank & Trust
Iowa
$227K – – –
PGWM
958
Parisi Gray Wealth Management
New Jersey
$225K +$513 +4 +0.2%
PMFA
959
Plante Moran Financial Advisors
Michigan
$224K -$110K -861 -33%
M
960
MOTCO
Texas
$224K +$3.2K +25 +1%
SCA
961
Sandy Cove Advisors
Massachusetts
$224K +$224K +1,746 New
W
962
Wealthquest
Ohio
$223K – – –
VWA
963
V Wealth Advisors
Kansas
$223K – – –
CIG
964
Cairn Investment Group
Washington
$223K +$223K +1,742 New
MIH
965
Meitav Investment House
Israel
$221K -$172K -1,342 -44%
CA
966
Carson Advisory
Georgia
$221K – – –
SIAM
967
Sterling Investment Advisors (Missouri)
Missouri
$221K +$641 +5 +0.3%
LWM
968
Ledge Wealth Management
Minnesota
$221K +$221K +1,725 New
WOSD
969
WFA of San Diego
California
$220K -$521K -4,062 -70%
EWM
970
Empirical Wealth Management
Washington
$220K -$20.9K -163 -9%
AOWM
971
Alpha Omega Wealth Management
Virginia
$219K -$6.28K -49 -3%
D
972
Dentgroup
Louisiana
$219K +$1.54K +12 +0.7%
DDC
973
DF Dent & Co
Maryland
$218K – – –
MMPW
974
Mitchell McLeod Pugh & Williams
Alabama
$218K – – –
PCS
975
Personal CFO Solutions
New Jersey
$218K +$256 +2 +0.1%
37 38
39
40 41