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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,131 hedge funds and large institutions have $8.99B invested in iShares Select Dividend ETF in 2022 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 415 increasing their positions, 315 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,131
Holders Change
-35
Holders Change %
-3%
% of All Funds
19.56%
Holding in Top 10
62
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.77%
% of All Funds
1.07%
New
61
Increased
415
Reduced
315
Closed
75
Calls
$63.8M
Puts
$26M
Net Calls
+$37.7M
Net Calls Change
+$8.88M

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$113M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$317M
3
KAS
3
Kestra Advisory Services
Texas
$50.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$240M
5
SAF
5
Smith Anglin Financial
Texas
$24.4M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$577M
2
HI
2
Horizon Investments
North Carolina
$28.6M
3
HNB
3
Huntington National Bank
Ohio
$31.5M
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$82.2M
5
BlackRock
5
BlackRock
New York
$32.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
76
Kayne Anderson Rudnick Investment Management
California
$13.3M +$5.24M +48,971 +65%
ASN
77
Advisory Services Network
Georgia
$13.2M -$1.56M -14,563 -11%
AAS
78
Avantax Advisory Services
Texas
$13.2M +$2.29M +21,400 +21%
Millennium Management
79
Millennium Management
New York
$13.1M +$13.1M +121,776 New
NAM
80
NTV Asset Management
West Virginia
$12.8M -$85.8K -800 -0.7%
LF
81
Lee Financial
Texas
$12.4M -$57.6K -537 -0.5%
BOH
82
Bank of Hawaii
Hawaii
$12.3M -$4.43M -41,312 -26%
CWM
83
Chicago Wealth Management
Illinois
$12.3M +$367K +3,423 +3%
ONB
84
Old National Bancorp
Indiana
$12.2M +$184K +1,715 +2%
EH
85
Equitable Holdings
New York
$11.9M -$215K -2,008 -2%
SPIA
86
Steward Partners Investment Advisory
New York
$11.8M +$1.34M +12,533 +13%
Baird Financial Group
87
Baird Financial Group
Wisconsin
$11.7M +$1.55M +14,429 +15%
MWM
88
Mascoma Wealth Management
New Hampshire
$11.4M +$1.33M +12,386 +13%
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$11.4M +$2.89M +26,928 +34%
HPC
90
HM Payson & Co
Maine
$11M +$9.99M +93,197 +1,016%
BOTW
91
Bank of the West
California
$10.9M +$262K +2,442 +2%
LW
92
Linscomb Wealth
Texas
$10.7M -$156K -1,459 -1%
HF
93
HRT Financial
New York
$10.5M +$8.37M +78,093 +388%
SWA
94
SOA Wealth Advisors
New York
$10.5M +$363K +3,384 +4%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$9.59M +$249K +2,325 +3%
AAIM
96
Asset Advisors Investment Management
Georgia
$9.48M – – –
PIA
97
Powell Investment Advisors
Florida
$9.4M -$180K -1,682 -2%
NSIM
98
North Star Investment Management
Illinois
$9.29M +$99.6K +929 +1%
ACP
99
Arcus Capital Partners
Georgia
$9.27M -$475K -4,426 -5%
SCA
100
Stonebridge Capital Advisors
Minnesota
$9.16M -$347K -3,232 -4%
2 3
4
5 6