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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 %
AWMS
1026
Advocacy Wealth Management Services
Georgia
$165K – – –
CWM
1027
Cranbrook Wealth Management
Michigan
$164K – – –
FRA
1028
Front Row Advisors
California
$164K – – –
FFA
1029
Fairfield Financial Advisors
Massachusetts
$161K +$161K +1,253 New
SA
1030
SRH Advisors
Kansas
$158K – – –
RTC
1031
Riverview Trust Company
Washington
$153K – – –
TH
1032
TCTC Holdings
Texas
$151K – – –
BLC
1033
Brown, Lisle/Cummings
Rhode Island
$150K – – –
HIIFS
1034
Harel Insurance Investments & Financial Services
Israel
$146K -$108K -846 -43%
MG
1035
MilWealth Group
Wisconsin
$145K – – –
DI
1036
Disciplined Investments
Oklahoma
$144K +$256 +2 +0.2%
SSG
1037
Summit Securities Group
New York
$141K -$538K -4,200 -79%
TIM
1038
Tortoise Investment Management
New York
$141K – – –
RDFA
1039
Ritter Daniher Financial Advisory
Ohio
$137K – – –
WOC
1040
West Oak Capital
California
$135K – – –
IF
1041
Integrity Financial
Wyoming
$135K – – –
MRCM
1042
M&R Capital Management
New Jersey
$131K +$896 +7 +0.7%
S
1043
SignatureFD
Georgia
$130K +$6.42K +50 +5%
IRAG
1044
Investment Research & Advisory Group
Georgia
$128K – – –
CG
1045
Cutler Group
California
$128K +$51.2K +400 +67%
ACA
1046
Aptus Capital Advisors
Alabama
$124K +$74.1K +580 +148%
FWM
1047
Focused Wealth Management
New York
$121K +$385 +3 +0.3%
HDIM
1048
Hanson & Doremus Investment Management
Vermont
$119K – – –
COCM
1049
Charter Oak Capital Management
New Hampshire
$119K – – –
AWM
1050
Atticus Wealth Management
Florida
$118K – – –
40 41
42
43 44