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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 %
IAG
1051
Investmark Advisory Group
Connecticut
$86K +$86K +704 New
FCT
1052
First Community Trust
Iowa
$85.2K +$85.2K +695 New
BW
1053
Bison Wealth
Georgia
$85K -$510K -4,155 -86%
LWA
1054
Lowe Wealth Advisors
Maryland
$84K – – –
SSC
1055
Syverson Strege & Co
Iowa
$84K – – –
FMTCOCP
1056
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$83K – – –
PAI
1057
Pittenger & Anderson Inc
Nebraska
$80K – – –
MCC
1058
Money Concepts Capital
Florida
$77K +$77K +631 New
FBT
1059
First Bank & Trust
South Dakota
$75K – – –
CG
1060
Cutler Group
California
$73K +$73K +600 New
MHR
1061
Matthew Hamilton Rosenberg
$70K +$60.9K +500 +667%
EWM
1062
Endurance Wealth Management
Rhode Island
$69K – – –
NFSG
1063
Newbridge Financial Services Group
Florida
$67K -$6.6K -54 -9%
TFGT
1064
TS Financial Group (TSFG)
Illinois
$67K – – –
CSB
1065
City State Bank
Iowa
$65K +$65K +530 New
TCM
1066
Tradewinds Capital Management
Washington
$64K – – –
KA
1067
Kozak & Associates
Colorado
$62K +$370 +3 +0.6%
FA
1068
Financial Advantage
Maryland
$61K – – –
CPA
1069
Cardiff Park Advisors
California
$61K +$61K +498 New
CC
1070
Corsicana & Co
Texas
$60K – – –
FCG
1071
Financial Connections Group
California
$60K +$60K +497 New
BA
1072
Ballast Advisors
Minnesota
$59K – – –
LWANC
1073
Laurel Wealth Advisors (North Carolina)
North Carolina
$57K – – –
DHGWA
1074
Dixon Hughes Goodman Wealth Advisors
North Carolina
$57K +$57K +469 New
AWA
1075
Artemis Wealth Advisors
New York
$56.6K +$858 +7 +2%
41 42
43
44 45