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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 %
FAG
1026
Fortitude Advisory Group
Washington
$112K +$112K +909 New
ANBT
1027
American National Bank & Trust
Texas
$111K – – –
GI
1028
Gradient Investments
Minnesota
$111K +$366 +3 +0.3%
GWM
1029
Grand Wealth Management
Michigan
$110K +$110K +899 New
TCOV
1030
Trust Company of Vermont
Vermont
$110K +$110K +900 New
GFPC
1031
Global Financial Private Client
Florida
$106K +$51.2K +418 +93%
KFI
1032
Key Financial Inc
Pennsylvania
$106K – – –
HI
1033
Hudock Inc
Pennsylvania
$105K +$245 +2 +0.2%
ACA
1034
Atlas Capital Advisors
Wyoming
$104K – – –
BCA
1035
Bray Capital Advisors
Florida
$104K – – –
PK
1036
Pflug Koory
Nebraska
$99K – – –
MGI
1037
MayTech Global Investments
New York
$98K +$98K +800 New
HWM
1038
Holloway Wealth Management
Florida
$95K -$88K – –
BA
1039
Bellwether Advisors
Nebraska
$95K +$70.9K +581 +295%
PFGIA
1040
Patriot Financial Group Insurance Agency
Massachusetts
$94K -$31K -252 -25%
CFFP
1041
Center for Financial Planning
Michigan
$94K – – –
CBT
1042
Central Bank & Trust
Kentucky
$94K +$94K +765 New
WT
1043
Washington Trust
Rhode Island
$93K -$4.9K -40 -5%
SQA
1044
Simon Quick Advisors
New Jersey
$91K +$734 +6 +0.8%
EWA
1045
EverSource Wealth Advisors
Alabama
$90K +$90K +734 New
MTIC
1046
Missouri Trust & Investment Company
Missouri
$90K +$90K +734 New
TFP
1047
Tilia Fiduciary Partners
North Carolina
$89K +$89K +730 New
OSNBOA
1048
Old Second National Bank of Aurora
Illinois
$88K +$1.16K +12 +1%
CB
1049
Community Bank
New York
$87K – – –
LWP
1050
Lumature Wealth Partners
Georgia
$86K – – –
40 41
42
43 44