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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 %
FP
1001
Financial Perspectives
Minnesota
$13.2K – – –
AA
1002
Addison Advisors
Vermont
$13K – – –
HFM
1003
Hartford Financial Management
Connecticut
$13K – – –
MSFP
1004
Mark Sheptoff Financial Planning
Connecticut
$11K – – –
HR
1005
Howe & Rusling
New York
$11K +$11K +100 New
FCFS
1006
First Command Financial Services
Texas
$10K – – –
MCM
1007
Manchester Capital Management
Vermont
$10K – – –
FCB
1008
First Command Bank
Texas
$10K – – –
GKWIM
1009
Gerber Kawasaki Wealth & Investment Management
California
$9K +$9K +9 New
MHR
1010
Matthew Hamilton Rosenberg
$9K +$9K +75 New
CI
1011
CX Institutional
Indiana
$7K +$5.58K +47 +392%
WFA
1012
WestHill Financial Advisors
California
$7K +$7K +62 New
PFSC
1013
Peoples Financial Services Corp
Pennsylvania
$6K – – –
LTI
1014
Laffer Tengler Investments
Tennessee
$5.74K +$5.74K +50 New
CFA
1015
Cahill Financial Advisors
Minnesota
$5K +$5K +47 New
LCM
1016
Logan Capital Management
Pennsylvania
$3K – – –
TC
1017
Truvestments Capital
Florida
$2K – – –
SFA
1018
Semmax Financial Advisors
North Carolina
$1K – – –
TLFA
1019
True Link Financial Advisors
California
$1K – – –
AW
1020
Avion Wealth
Texas
$1K – – –
BBHC
1021
Brown Brothers Harriman & Co
New York
$587 – – –
WIM
1022
Westside Investment Management
California
$34 – – –
HI
1023
Horizon Investments
North Carolina
– -$254M -2,179,978 Closed
PI
1024
PFS Investments
Georgia
– -$108M -924,616 Closed
CGFA
1025
Colton Groome Financial Advisors
North Carolina
– -$14.3M -122,516 Closed
39 40
41
42 43