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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 %
NSAM
951
North Star Asset Management
Wisconsin
$227K – – –
IGWM
952
ICA Group Wealth Management
Colorado
$227K – – –
AFA
953
American Financial Advisors
Georgia
$223K -$24.7K -210 -10%
RG
954
Retirement Group
California
$223K -$2.47K -21 -1%
B
955
Brightworth
Georgia
$221K -$10.1K -86 -4%
SWM
956
Segment Wealth Management
Texas
$221K – – –
SG
957
StoneX Group
New York
$221K -$214K -1,822 -49%
CICI
958
Capital Investment Counsel Inc
North Carolina
$220K -$45.9K -390 -17%
Wealth Enhancement Advisory Services
959
Wealth Enhancement Advisory Services
Minnesota
$220K – – –
EP
960
Eudaimonia Partners
Tennessee
$219K +$5.89K +50 +3%
SRC
961
Sage Rhino Capital
California
$218K -$18.9K -161 -8%
YWP
962
YorkBridge Wealth Partners
New York
$217K +$353 +3 +0.2%
IF
963
IRON Financial
Illinois
$216K +$823 +7 +0.4%
JWM
964
JGP Wealth Management
Oregon
$215K – – –
OBWG
965
Onyx Bridge Wealth Group
New York
$215K – – –
AIM
966
Anchor Investment Management
South Carolina
$215K +$235 +2 +0.1%
CGPCS
967
Capital Group Private Client Services
California
$214K -$7.52K -64 -3%
LFA
968
Lauterbach Financial Advisors
Texas
$211K – – –
TTWM
969
TCV Trust & Wealth Management
Virginia
$209K – – –
PGWM
970
Parisi Gray Wealth Management
New Jersey
$207K +$588 +5 +0.3%
SCA
971
Sandy Cove Advisors
Massachusetts
$207K +$1.53K +13 +0.7%
OCM
972
Objective Capital Management
Ohio
$207K +$11.8K +100 +6%
CTA
973
Colonial Trust Advisors
South Carolina
$207K +$11.9K +101 +6%
M
974
MOTCO
Texas
$206K – – –
PMFA
975
Plante Moran Financial Advisors
Michigan
$206K – – –
37 38
39
40 41