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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
$344M
2
Bank of America
Bank of America
North Carolina
$1.16B
3
CIAS
CBIZ Investment Advisory Services
Ohio
$116M
4
SFS
Sowell Financial Services
Arkansas
$113M
5
Truist Financial
Truist Financial
North Carolina
$295M

Top Sellers

1
AF
Ally Financial
Michigan
$0
2
HNB
Huntington National Bank
Ohio
$31.7M
3
Federated Hermes
Federated Hermes
Pennsylvania
$10.4M
4
MHI
Miller Howard Investments
New York
$25.5M
5
Charles Schwab
Charles Schwab
California
$6.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
FP
1151
Financial Perspectives
Minnesota
$14.7K – – –
HFM
1152
Hartford Financial Management
Connecticut
$14K – – –
SLWA
1153
San Luis Wealth Advisors
California
$14K +$14K +114 New
Jones Financial Companies
1154
Jones Financial Companies
Missouri
$13K -$22.2K -174 -63%
HR
1155
Howe & Rusling
New York
$13K – – –
MSFP
1156
Mark Sheptoff Financial Planning
Connecticut
$13K – – –
AWM
1157
Aspire Wealth Management
Massachusetts
$12K -$31K -248 -72%
MCM
1158
Manchester Capital Management
Vermont
$12K – – –
DC
1159
DeDora Capital
California
$12K +$12K +95 New
FCB
1160
First Command Bank
Texas
$11K – – –
FCFS
1161
First Command Financial Services
Texas
$11K – – –
BNP Paribas Financial Markets
1162
BNP Paribas Financial Markets
France
$10.6K -$1.01M -7,851 -99%
MBFW
1163
Morton Brown Family Wealth
Pennsylvania
$10K – – –
WFA
1164
WestHill Financial Advisors
California
$8K – – –
BHWM
1165
Beaird Harris Wealth Management
Texas
$8K – – –
LTI
1166
Laffer Tengler Investments
Tennessee
$6.41K – – –
CBT
1167
Central Bank & Trust
Kentucky
$6K -$85.8K -715 -93%
PFSC
1168
Peoples Financial Services Corp
Pennsylvania
$6K – – –
LCM
1169
Logan Capital Management
Pennsylvania
$3K – – –
LAS
1170
Lloyd Advisory Services
Georgia
$3K +$3K +27 New
WWP
1171
WR Wealth Planners
Missouri
$2.82K +$2.82K +22 New
KTC
1172
Kistler-Tiffany Companies
Pennsylvania
$2K -$19.4K -184 -91%
OLVIG
1173
Oliver Lagore Vanvalin Investment Group
Michigan
$2K +$2K +12 New
ONST
1174
Old North State Trust
North Carolina
$1.34K -$1.41M -10,558 -100%
LWMNY
1175
Landmark Wealth Management (New York)
New York
$1.23K +$1.23K +1,228 New
45 46
47
48 49