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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,166 hedge funds and large institutions have $9.64B invested in iShares Select Dividend ETF in 2022 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 449 increasing their positions, 316 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,166
Holders Change
-15
Holders Change %
-1.27%
% of All Funds
19.72%
Holding in Top 10
57
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+21.28%
% of All Funds
0.96%
New
81
Increased
449
Reduced
316
Closed
79
Calls
$53.7M
Puts
$24.8M
Net Calls
+$28.9M
Net Calls Change
-$35M

Top Buyers

1
PCIA
Prime Capital Investment Advisors
Kansas
$113M
2
Bank of America
Bank of America
North Carolina
$1.16B
3
Morgan Stanley
Morgan Stanley
New York
$807M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$306M
5
Wells Fargo
Wells Fargo
California
$739M

Top Sellers

1
JSW
Journey Strategic Wealth
New Jersey
$557K
2
CIAS
CBIZ Investment Advisory Services
Ohio
$0
3
SFS
Sowell Financial Services
Arkansas
$0
4
HI
Horizon Investments
North Carolina
$70.9M
5
PI
PFS Investments
Georgia
$16.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
1001
Meeder Asset Management
Ohio
$161K – – –
AWMS
1002
Advocacy Wealth Management Services
Georgia
$157K +$5.89K +50 +4%
CA
1003
Crewe Advisors
Utah
$154K -$8.26K -70 -5%
CWM
1004
Cranbrook Wealth Management
Michigan
$151K – – –
FRA
1005
Front Row Advisors
California
$151K – – –
AA
1006
AlphaMark Advisors
Kentucky
$146K -$27.1K -230 -16%
SA
1007
SRH Advisors
Kansas
$145K – – –
FFA
1008
Fairfield Financial Advisors
Massachusetts
$144K -$3.77K -32 -3%
Bank of Montreal
1009
Bank of Montreal
Ontario, Canada
$143K +$30.4K +251,266 +27%
RTC
1010
Riverview Trust Company
Washington
$141K – – –
TH
1011
TCTC Holdings
Texas
$138K – – –
VWM
1012
Valley Wealth Managers
New Jersey
$138K +$138K +1,173 New
BLC
1013
Brown, Lisle/Cummings
Rhode Island
$138K – – –
MG
1014
MilWealth Group
Wisconsin
$133K – – –
DI
1015
Disciplined Investments
Oklahoma
$132K +$352 +3 +0.3%
FEG
1016
Financial Enhancement Group
Indiana
$131K -$39.2K -333 -23%
TIM
1017
Tortoise Investment Management
New York
$129K – – –
MCC
1018
Money Concepts Capital
Florida
$125K -$742K -6,219 -86%
WOC
1019
West Oak Capital
California
$124K – – –
IF
1020
Integrity Financial
Wyoming
$124K – – –
ACA
1021
Aptus Capital Advisors
Alabama
$124K +$9.33K +79 +8%
MRCM
1022
M&R Capital Management
New Jersey
$120K – – –
S
1023
SignatureFD
Georgia
$119K – – –
IRAG
1024
Investment Research & Advisory Group
Georgia
$118K – – –
BCV
1025
Banque Cantonale Vaudoise
Switzerland
$115K +$115K +981 New
39 40
41
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