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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,166 hedge funds and large institutions have $8.45B invested in iShares Select Dividend ETF in 2021 Q4 according to their latest regulatory filings, with 209 funds opening new positions, 397 increasing their positions, 305 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,166
Holders Change
+144
Holders Change %
+14.09%
% of All Funds
18.01%
Holding in Top 10
38
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+22.58%
% of All Funds
0.59%
New
209
Increased
397
Reduced
305
Closed
45
Calls
$105M
Puts
$23.5M
Net Calls
+$81.4M
Net Calls Change
+$57.3M

Top Buyers

1
HI
Horizon Investments
North Carolina
+$73.9M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$42.7M
3
Wells Fargo
Wells Fargo
California
+$39.1M
4
PI
PFS Investments
Georgia
+$33.4M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$30.1M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$24.5M
2
SEM
Strategic Equity Management
Arizona
-$8.06M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$5.81M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$4.51M
5
AI
AXS Investments
New York
-$4.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
976
Howard Wealth Management
Connecticut
$205K +$205K +1,674 New
HFS
977
Heritage Financial Services
Massachusetts
$205K +$205K +1,680 New
UAS
978
United Asset Strategies
New York
$204K +$204K +1,665 New
RIL
979
Rothschild Investment LLC
Illinois
$203K +$203K +1,654 New
CA
980
Claro Advisors
Massachusetts
$203K +$203K +1,657 New
RMCM
981
Reynders McVeigh Capital Management
Massachusetts
$203K +$203K +1,657 New
OCM
982
Objective Capital Management
Ohio
$203K +$203K +1,660 New
WWM
983
Windsor Wealth Management
Indiana
$202K +$202K +1,621 New
FT
984
Fiduciary Trust
Massachusetts
$202K +$202K +1,650 New
IGGA
985
Iron Gate Global Advisors
Utah
$201K +$201K +1,610 New
MCM
986
Morton Capital Management
California
$201K +$201K +1,638 New
PA
987
Procyon Advisors
Connecticut
$200K +$200K +1,630 New
AIA
988
Angeles Investment Advisors
California
$196K – – –
IFA
989
Interactive Financial Advisors
Illinois
$186K -$245 -2 -0.1%
AC
990
Asio Capital
Kentucky
$184K – – –
GWMIA
991
Global Wealth Management Investment Advisory
Florida
$183K -$1.23K -10 -0.7%
WB
992
West Bancorporation
Iowa
$182K +$182K +1,486 New
CCC
993
Crescent Capital Consulting
Louisiana
$181K – – –
CWS
994
Confluence Wealth Services
Pennsylvania
$180K +$180K +1,470 New
MAM
995
Meeder Asset Management
Ohio
$179K -$52.4K -428 -23%
FFC
996
First Financial Corp
Indiana
$178K – – –
DWP
997
Destiny Wealth Partners
Florida
$171K – – –
CA
998
Crewe Advisors
Utah
$168K +$1.1K +9 +0.7%
AA
999
Ancora Advisors
Ohio
$163K – – –
NL
1000
NVWM LLC
Pennsylvania
$158K +$42.8K +350 +37%
38 39
40
41 42