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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,181 hedge funds and large institutions have $10.3B invested in iShares Select Dividend ETF in 2022 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 478 increasing their positions, 310 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,181
Holders Change
+15
Holders Change %
+1.29%
% of All Funds
18.69%
Holding in Top 10
47
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+23.68%
% of All Funds
0.74%
New
92
Increased
478
Reduced
310
Closed
61
Calls
$99.2M
Puts
$35.3M
Net Calls
+$63.9M
Net Calls Change
-$17.5M

Top Buyers

1
JSW
Journey Strategic Wealth
New Jersey
+$343M
2
Bank of America
Bank of America
North Carolina
+$188M
3
CIAS
CBIZ Investment Advisory Services
Ohio
+$116M
4
SFS
Sowell Financial Services
Arkansas
+$112M
5
Truist Financial
Truist Financial
North Carolina
+$97.1M

Top Sellers

1
AF
Ally Financial
Michigan
-$90.8M
2
HNB
Huntington National Bank
Ohio
-$26.3M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$22.6M
4
MHI
Miller Howard Investments
New York
-$18.1M
5
Charles Schwab
Charles Schwab
California
-$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
976
Rain Capital Management
Oregon
$217K +$1.41K +11 +0.7%
BMCM
977
Bryn Mawr Capital Management
Pennsylvania
$215K – – –
HFS
978
Heritage Financial Services
Massachusetts
$215K – – –
ACM
979
Advisors Capital Management
New Jersey
$215K +$215K +1,675 New
WA
980
Wealth Alliance
New York
$215K +$215K +1,678 New
CL
981
COWA LLC
Oklahoma
$214K – – –
GT
982
Greenleaf Trust
Michigan
$214K – – –
UAS
983
United Asset Strategies
New York
$213K – – –
OCM
984
Objective Capital Management
Ohio
$213K – – –
RMCM
985
Reynders McVeigh Capital Management
Massachusetts
$212K – – –
RIL
986
Rothschild Investment LLC
Illinois
$212K – – –
ANBT
987
American National Bank & Trust
Texas
$212K +$95.6K +746 +82%
CTA
988
Colonial Trust Advisors
South Carolina
$212K +$212K +1,655 New
MPPLM
989
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$211K -$27K -211 -11%
DAM
990
Derbend Asset Management
Georgia
$210K – – –
DJYG
991
David J. Yvars Group
Florida
$210K +$210K +1,641 New
MCM
992
Morton Capital Management
California
$210K – – –
OF
993
Outfitter Financial
Maine
$209K -$7.69K -60 -4%
PA
994
Procyon Advisors
Connecticut
$209K – – –
WWM
995
Windsor Wealth Management
Indiana
$209K +$129 +1 +0.1%
PG
996
Patten Group
Tennessee
$209K +$209K +1,630 New
SC
997
Searle & Co
Connecticut
$208K -$12.8K -100 -6%
CFA
998
Compass Financial Advisors
Indiana
$207K +$207K +1,614 New
VFPW
999
Vantage Financial Partners (Wisconsin)
Wisconsin
$207K +$207K +1,616 New
IGGA
1000
Iron Gate Global Advisors
Utah
$206K +$128 +1 +0.1%
38 39
40
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