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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,022 hedge funds and large institutions have $7.35B invested in iShares Select Dividend ETF in 2021 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 334 increasing their positions, 318 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,022
Holders Change
-5
Holders Change %
-0.49%
% of All Funds
17.95%
Holding in Top 10
31
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-26.19%
% of All Funds
0.54%
New
65
Increased
334
Reduced
318
Closed
55
Calls
$68.4M
Puts
$44.3M
Net Calls
+$24.1M
Net Calls Change
-$119M

Top Buyers

1
AF
Ally Financial
Michigan
$85M
2
MHI
Miller Howard Investments
New York
$22.2M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$106M
4
BOH
Bank of Hawaii
Hawaii
$12.2M
5
Bank of America
Bank of America
North Carolina
$857M

Top Sellers

1
HI
Horizon Investments
North Carolina
$0
2
PI
PFS Investments
Georgia
$0
3
FIA
Foundations Investment Advisors
Arizona
$462K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$200M
5
Osaic Holdings
Osaic Holdings
Arizona
$46.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
976
HHM Wealth Advisors
Tennessee
$28K – – –
PGAM
977
Princeton Global Asset Management
New Jersey
$28K – – –
HA
978
Herold Advisors
New York
$28K +$28K +250 New
JFA
979
JNBA Financial Advisors
Minnesota
$26K – – –
ZB
980
Zions Bancorporation
Utah
$24K – – –
AF
981
Affiance Financial
Minnesota
$24K – – –
KTC
982
Kistler-Tiffany Companies
Pennsylvania
$23K – – –
HCM
983
Highlander Capital Management
New Jersey
$23K – – –
BWP
984
Baldwin Wealth Partners
Massachusetts
$23K – – –
BA
985
Bellwether Advisors
Nebraska
$22K -$71.1K -637 -76%
PAIM
986
Punch & Associates Investment Management
Minnesota
$22K – – –
FMII
987
Farmers & Merchants Investments Inc
Nebraska
$19K – – –
DAM
988
Delta Asset Management
Tennessee
$19K +$10.4K +90 +120%
TFS
989
TrustCore Financial Services
Tennessee
$18K -$22.5K -200 -56%
LFG
990
Larson Financial Group
Missouri
$18K – – –
EBA
991
Eagle Bay Advisors
New York
$18K – – –
HWMA
992
Heritage Wealth Management (Arizona)
Arizona
$17K – – –
PA
993
PSI Advisors
Florida
$17K +$17K +150 New
CMBA
994
C.M. Bidwell & Associates
Hawaii
$16K +$16K +140 New
RFA
995
Reilly Financial Advisors
California
$15K – – –
FM
996
Family Management
New York
$15K – – –
SIS
997
Sound Income Strategies
Florida
$14K -$6.07K -52 -30%
TFM
998
TFC Financial Management
Massachusetts
$14K – – –
SPWG
999
Sage Private Wealth Group
Illinois
$14K +$116 +1 +0.8%
JCM
1000
Jacobi Capital Management
Pennsylvania
$14K +$115 +1 +0.8%
38 39
40
41 42