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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 %
LPWM
1076
Lake Point Wealth Management
Texas
$56K +$22.2K +180 +66%
MIM
1077
MTM Investment Management
South Carolina
$55K – – –
ATC
1078
Adirondack Trust Company
New York
$55K – – –
FPB
1079
First PREMIER Bank
South Dakota
$55K – – –
MFC
1080
Morris Financial Concepts
South Carolina
$54K +$54K +443 New
WWM
1081
Wagner Wealth Management
South Carolina
$53K – – –
RK
1082
Rather & Kittrell
Tennessee
$53K +$53K +438 New
FF
1083
FourThought Financial
Florida
$51K – – –
CFD
1084
Creative Financial Designs
Indiana
$49K +$368 +3 +0.8%
ACA
1085
Aptus Capital Advisors
Alabama
$48K – – –
CWP
1086
Concord Wealth Partners
Virginia
$47K +$47K +381 New
AAMA
1087
Advanced Asset Management Advisors
Ohio
$43K – – –
FPFS
1088
First Personal Financial Services
North Carolina
$43K – – –
LB
1089
Legacy Bridge
Iowa
$43K – – –
AWM
1090
Aspire Wealth Management
Massachusetts
$42K +$42K +344 New
LWCFA
1091
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$41K – – –
OFG
1092
Oxford Financial Group
Indiana
$40K – – –
CWA
1093
Core Wealth Advisors
Florida
$40K – – –
CIA
1094
Cascade Investment Advisors
Oregon
$39.8K – – –
AWM
1095
Abound Wealth Management
Tennessee
$39.6K +$39.6K +323 New
HMS
1096
Hanseatic Management Services
New Mexico
$39K -$6.85K -56 -15%
PWMG
1097
Prestige Wealth Management Group
New Jersey
$39K – – –
POIA
1098
Pin Oak Investment Advisors
Texas
$38K – – –
RDIA
1099
RE Dickinson Investment Advisors
Iowa
$38K +$38K +314 New
MCA
1100
Maryland Capital Advisors
Maryland
$37K +$37K +300 New
42 43
44
45 46