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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
$212M
3
Wells Fargo
Wells Fargo
California
$666M
4
PI
PFS Investments
Georgia
$33.4M
5
Federated Hermes
Federated Hermes
Pennsylvania
$31.6M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$26.3M
2
SEM
Strategic Equity Management
Arizona
$8.24M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$51.8M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$107M
5
AI
AXS Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
1101
Toth Financial Advisory
Virginia
$36K +$608 +5 +2%
Optiver Holding
1102
Optiver Holding
Netherlands
$35K +$35K +285 New
Jones Financial Companies
1103
Jones Financial Companies
Missouri
$34K -$59.6K -484 -64%
VRM
1104
Vectors Research Management
New York
$33K – – –
BWM
1105
Baystate Wealth Management
Massachusetts
$33K +$244 +2 +0.7%
WFA
1106
West Financial Advisors
Iowa
$33K +$33K +273 New
RP
1107
Rice Partnership
Hawaii
$32K +$32K +261 New
ME
1108
McIlrath & Eck
Washington
$31K – – –
BWM
1109
BerganKDV Wealth Management
Minnesota
$31K – – –
AWM
1110
Accel Wealth Management
Iowa
$31K – – –
TSWM
1111
Tyler-Stone Wealth Management
Ohio
$31K +$31K +250 New
ZIG
1112
Zullo Investment Group
Pennsylvania
$31K +$31K +250 New
HWA
1113
HHM Wealth Advisors
Tennessee
$30K – – –
HNWA
1114
Henrickson Nauta Wealth Advisors
Michigan
$29K +$29K +238 New
PGAM
1115
Princeton Global Asset Management
New Jersey
$28K -$1.22K -10 -4%
SIS
1116
Sound Income Strategies
Florida
$28K +$13.1K +106 +88%
AF
1117
Affiance Financial
Minnesota
$26K – – –
TFS
1118
TrustCore Financial Services
Tennessee
$26K +$6.28K +51 +32%
KTC
1119
Kistler-Tiffany Companies
Pennsylvania
$25K – – –
HCM
1120
Highlander Capital Management
New Jersey
$25K – – –
BWP
1121
Baldwin Wealth Partners
Massachusetts
$24K – – –
BA
1122
Bivin & Associates
Oklahoma
$23K +$23K +185 New
FMII
1123
Farmers & Merchants Investments Inc
Nebraska
$20K – – –
DAM
1124
Delta Asset Management
Tennessee
$20K – – –
PAIM
1125
Punch & Associates Investment Management
Minnesota
$19K -$4.26K -35 -18%
43 44
45
46 47