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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,027 hedge funds and large institutions have $7.95B invested in iShares Select Dividend ETF in 2021 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 388 increasing their positions, 296 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,027
Holders Change
+26
Holders Change %
+2.6%
% of All Funds
17.93%
Holding in Top 10
42
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.53%
% of All Funds
0.73%
New
81
Increased
388
Reduced
296
Closed
44
Calls
$165M
Puts
$21.3M
Net Calls
+$144M
Net Calls Change
+$47M

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$254M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$97.2M
3
PI
3
PFS Investments
Georgia
$108M
4
Morgan Stanley
4
Morgan Stanley
New York
$664M
5
HNB
5
Huntington National Bank
Ohio
$24.7M

Top Sellers

1
PIM
1
Parker Investment Management
California
$0
2
AF
2
Ally Financial
Michigan
$15.2M
3
AC
3
Allstate Corporation
Illinois
$0
4
Wells Fargo
4
Wells Fargo
California
$608M
5
BlackRock
5
BlackRock
New York
$63M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFSCE
976
Enterprise Financial Services Corp (EFSC)
Missouri
$31K – – –
VRM
977
Vectors Research Management
New York
$31K – – –
BWM
978
Baystate Wealth Management
Massachusetts
$31K +$232 +2 +0.8%
BWM
979
BerganKDV Wealth Management
Minnesota
$29K – – –
HWA
980
HHM Wealth Advisors
Tennessee
$29K – – –
AWM
981
Accel Wealth Management
Iowa
$29K +$116 +1 +0.4%
PGAM
982
Princeton Global Asset Management
New Jersey
$28K +$23.3K +200 +500%
JFA
983
JNBA Financial Advisors
Minnesota
$26K – – –
AF
984
Affiance Financial
Minnesota
$25K +$1.3K +11 +6%
KTC
985
Kistler-Tiffany Companies
Pennsylvania
$24K – – –
ZB
986
Zions Bancorporation
Utah
$24K +$24K +210 New
HCM
987
Highlander Capital Management
New Jersey
$23K – – –
BWP
988
Baldwin Wealth Partners
Massachusetts
$23K – – –
PAIM
989
Punch & Associates Investment Management
Minnesota
$22K +$22K +191 New
BCV
990
Banque Cantonale Vaudoise
Switzerland
$21K +$21K +180 New
SIS
991
Sound Income Strategies
Florida
$20K -$12.2K -105 -38%
PK
992
Pflug Koory
Nebraska
$20K +$117 +1 +0.6%
FMII
993
Farmers & Merchants Investments Inc
Nebraska
$19K – – –
LFG
994
Larson Financial Group
Missouri
$18K – – –
EBA
995
Eagle Bay Advisors
New York
$18K +$18K +150 New
SB
996
Strategic Blueprint
Georgia
$18K +$18K +155 New
HWMA
997
Heritage Wealth Management (Arizona)
Arizona
$17K -$11.8K -104 -41%
FM
998
Family Management
New York
$15K -$11.5K -100 -43%
TFM
999
TFC Financial Management
Massachusetts
$15K – – –
RFA
1000
Reilly Financial Advisors
California
$15K +$234 +2 +2%
38 39
40
41 42