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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 %
FRA
1001
Front Row Advisors
California
$157K – – –
AWMS
1002
Advocacy Wealth Management Services
Georgia
$157K – – –
CWM
1003
Cranbrook Wealth Management
Michigan
$157K – – –
SA
1004
SRH Advisors
Kansas
$151K – – –
FEG
1005
Financial Enhancement Group
Indiana
$150K -$10.9K -89 -7%
AIM
1006
AHL Investment Management
Florida
$147K +$147K +1,200 New
TH
1007
TCTC Holdings
Texas
$144K – – –
BLC
1008
Brown, Lisle/Cummings
Rhode Island
$143K +$143K +1,169 New
MG
1009
MilWealth Group
Wisconsin
$139K – – –
DI
1010
Disciplined Investments
Oklahoma
$137K +$611 +5 +0.4%
TIM
1011
Tortoise Investment Management
New York
$135K – – –
RDFA
1012
Ritter Daniher Financial Advisory
Ohio
$131K – – –
WOC
1013
West Oak Capital
California
$129K – – –
IF
1014
Integrity Financial
Wyoming
$129K +$129K +1,050 New
CSWM
1015
Cassady Schiller Wealth Management
Ohio
$126K +$126K +1,025 New
MRCM
1016
M&R Capital Management
New Jersey
$124K +$1.95K +16 +2%
IRAG
1017
Investment Research & Advisory Group
Georgia
$123K – – –
FPWM
1018
FSB Premier Wealth Management
Iowa
$121K -$214K -1,750 -64%
S
1019
SignatureFD
Georgia
$118K -$18.3K -149 -13%
NSB
1020
Norway Savings Bank
Maine
$115K -$15.3K -125 -12%
FWM
1021
Focused Wealth Management
New York
$115K +$367 +3 +0.3%
HDIM
1022
Hanson & Doremus Investment Management
Vermont
$114K – – –
COCM
1023
Charter Oak Capital Management
New Hampshire
$114K – – –
WFS
1024
Widmann Financial Services
Maryland
$114K +$114K +935 New
AWM
1025
Atticus Wealth Management
Florida
$113K – – –
39 40
41
42 43