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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
1
Prime Capital Investment Advisors
Kansas
$113M
2
Bank of America
2
Bank of America
North Carolina
$1.16B
3
Morgan Stanley
3
Morgan Stanley
New York
$807M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$306M
5
Wells Fargo
5
Wells Fargo
California
$739M

Top Sellers

1
JSW
1
Journey Strategic Wealth
New Jersey
$557K
2
CIAS
2
CBIZ Investment Advisory Services
Ohio
$0
3
SFS
3
Sowell Financial Services
Arkansas
$0
4
HI
4
Horizon Investments
North Carolina
$70.9M
5
PI
5
PFS Investments
Georgia
$16.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAM
76
NTV Asset Management
West Virginia
$14.2M +$33.5K +285 +0.2%
AAP
77
Arax Advisory Partners
Colorado
$13.7M +$1.01M +8,562 +8%
LF
78
Lee Financial
Texas
$13.6M -$674K -5,728 -5%
EH
79
Equitable Holdings
New York
$13.3M +$1.26M +10,671 +10%
ONB
80
Old National Bancorp
Indiana
$13.2M +$6.83M +58,043 +107%
CWM
81
Chicago Wealth Management
Illinois
$13.1M +$13.1M +111,329 New
MCM
82
MAI Capital Management
Ohio
$13M +$6.64M +56,400 +104%
Twin Tree Management
83
Twin Tree Management
Texas
$13M +$13M +110,413 New
CW
84
Connectus Wealth
Ohio
$12.1M +$466K +3,950 +4%
AAS
85
Avantax Advisory Services
Texas
$12M +$1.28M +10,874 +12%
LW
86
Linscomb Wealth
Texas
$12M -$749K -6,362 -6%
CPFP
87
Clear Perspectives Financial Planning
Ohio
$11.7M +$11.7M +99,840 New
BOTW
88
Bank of the West
California
$11.7M +$2.02M +17,153 +21%
SPIA
89
Steward Partners Investment Advisory
New York
$11.5M +$776K +6,591 +7%
Baird Financial Group
90
Baird Financial Group
Wisconsin
$11.2M +$4.12M +35,043 +59%
SWA
91
SOA Wealth Advisors
New York
$11.1M +$720K +6,116 +7%
MWM
92
Mascoma Wealth Management
New Hampshire
$11M +$7.6M +64,624 +223%
ACP
93
Arcus Capital Partners
Georgia
$10.7M +$155K +1,313 +1%
PIA
94
Powell Investment Advisors
Florida
$10.5M +$347K +2,948 +3%
SCA
95
Stonebridge Capital Advisors
Minnesota
$10.4M -$75.7K -643 -0.7%
AAIM
96
Asset Advisors Investment Management
Georgia
$10.4M -$35.3K -300 -0.3%
Fidelity Investments
97
Fidelity Investments
Massachusetts
$10.3M +$187K +1,592 +2%
NSIM
98
North Star Investment Management
Illinois
$10.1M +$689K +5,852 +7%
SDWIA
99
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$9.55M +$392K +3,327 +4%
KL
100
KWMG LLC
Kansas
$9.52M +$176K +1,495 +2%
2 3
4
5 6