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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,234 hedge funds and large institutions have $11.2B invested in iShares Select Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 467 increasing their positions, 326 reducing their positions, and 38 closing their positions.

Holders
1,234
Holders Change
+103
Holders Change %
+9.11%
% of All Funds
19.91%
Holding in Top 10
67
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.06%
% of All Funds
1.08%
New
164
Increased
467
Reduced
326
Closed
38
Calls
$35.7M
Puts
$18.7M
Net Calls
+$17M
Net Calls Change
-$20.8M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$479M
2
Morgan Stanley
2
Morgan Stanley
New York
$922M
3
Bank of America
3
Bank of America
North Carolina
$1.29B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$191M
5
Truist Financial
5
Truist Financial
North Carolina
$336M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$92.3M
2
HNB
2
Huntington National Bank
Ohio
$38.7M
3
RWA
3
Redhawk Wealth Advisors
Minnesota
$3.82M
4
CWM
4
Chicago Wealth Management
Illinois
$301K
5
Millennium Management
5
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
76
Mascoma Wealth Management
New Hampshire
$17.7M +$4.9M +40,606 +38%
MCM
77
MAI Capital Management
Ohio
$16.8M +$506K +4,198 +3%
Corient Private Wealth
78
Corient Private Wealth
Florida
$16.6M +$16.6M +89,844 New
AAP
79
Arax Advisory Partners
Colorado
$16.1M +$1.04M +8,662 +7%
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$16.1M +$6.85M +56,806 +74%
Baird Financial Group
81
Baird Financial Group
Wisconsin
$15.5M +$2.37M +19,631 +18%
AAS
82
Avantax Advisory Services
Texas
$15.4M +$570K +4,729 +4%
ONB
83
Old National Bancorp
Indiana
$14.9M +$1.15M +9,558 +8%
National Bank of Canada
84
National Bank of Canada
Quebec, Canada
$14.4M -$4.52M -37,510 -24%
NAM
85
NTV Asset Management
West Virginia
$14.3M -$130K -1,075 -0.9%
LF
86
Lee Financial
Texas
$14M +$115K +953 +0.8%
Kayne Anderson Rudnick Investment Management
87
Kayne Anderson Rudnick Investment Management
California
$13.8M -$1.12M -9,298 -8%
HPC
88
HM Payson & Co
Maine
$13.8M +$1.44M +11,972 +12%
BOH
89
Bank of Hawaii
Hawaii
$13.6M -$226K -1,875 -2%
SWA
90
SOA Wealth Advisors
New York
$13.5M +$1.72M +14,256 +15%
EH
91
Equitable Holdings
New York
$13.4M +$21.7K +180 +0.2%
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$13.2M +$405K +3,360 +3%
ASN
93
Advisory Services Network
Georgia
$13M -$1.91M -15,830 -13%
PFP
94
Pinnacle Financial Partners
Tennessee
$12.7M +$3.65M +30,280 +40%
MMA
95
Miracle Mile Advisors
California
$12.6M +$11.1M +92,003 +722%
LW
96
Linscomb Wealth
Texas
$12.5M +$446K +3,695 +4%
BOTW
97
Bank of the West
California
$12.3M -$7.24K -60 -0.1%
CI
98
CX Institutional
Indiana
$11.3M +$2.72M +22,576 +32%
Fidelity Investments
99
Fidelity Investments
Massachusetts
$10.9M +$121K +1,002 +1%
SAS
100
Sanford Advisory Services
Michigan
$10.8M +$590K +4,896 +6%
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4
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