DVY icon

iShares Select Dividend ETF
DVY

Overview Fund Activity

1,131 hedge funds and large institutions have $8.99B invested in iShares Select Dividend ETF in 2022 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 415 increasing their positions, 315 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,131
Holders Change
-35
Holders Change %
-3%
% of All Funds
19.56%
Holding in Top 10
62
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.77%
% of All Funds
1.07%
New
61
Increased
415
Reduced
315
Closed
75
Calls
$63.8M
Puts
$26M
Net Calls
+$37.7M
Net Calls Change
+$8.88M

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
$113M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$317M
3
KAS
Kestra Advisory Services
Texas
$50.7M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$240M
5
SAF
Smith Anglin Financial
Texas
$24.4M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$577M
2
HI
Horizon Investments
North Carolina
$28.6M
3
HNB
Huntington National Bank
Ohio
$31.5M
4
PCIA
Prime Capital Investment Advisors
Kansas
$82.2M
5
BlackRock
BlackRock
New York
$32.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WEG
1151
World Equity Group
Illinois
– -$245K -2,082 Closed
ARC
1152
Advisor Resource Council
Texas
– -$238K -2,024 Closed
GGS
1153
Galvin Gaustad & Stein
Arizona
– -$237K -2,010 Closed
FNBSF
1154
First National Bank Sioux Falls
South Dakota
– -$229K -1,950 Closed
FA
1155
Fermata Advisors
California
– -$228K -1,935 Closed
NSAM
1156
North Star Asset Management
Wisconsin
– -$227K -1,932 Closed
CICI
1157
Capital Investment Counsel Inc
North Carolina
– -$220K -1,868 Closed
EP
1158
Eudaimonia Partners
Tennessee
– -$219K -1,860 Closed
SRC
1159
Sage Rhino Capital
California
– -$218K -1,855 Closed
YWP
1160
YorkBridge Wealth Partners
New York
– -$217K -1,842 Closed
JWM
1161
JGP Wealth Management
Oregon
– -$215K -1,839 Closed
IF
1162
IRON Financial
Illinois
– -$216K -1,837 Closed
OBWG
1163
Onyx Bridge Wealth Group
New York
– -$215K -1,829 Closed
CGPCS
1164
Capital Group Private Client Services
California
– -$214K -1,821 Closed
LFA
1165
Lauterbach Financial Advisors
Texas
– -$211K -1,790 Closed
IGWM
1166
ICA Group Wealth Management
Colorado
– -$227K -1,789 Closed
TTWM
1167
TCV Trust & Wealth Management
Virginia
– -$209K -1,772 Closed
PGWM
1168
Parisi Gray Wealth Management
New Jersey
– -$207K -1,760 Closed
OCM
1169
Objective Capital Management
Ohio
– -$207K -1,760 Closed
SCA
1170
Sandy Cove Advisors
Massachusetts
– -$207K -1,759 Closed
CIG
1171
Cairn Investment Group
Washington
– -$205K -1,742 Closed
LWM
1172
Ledge Wealth Management
Minnesota
– -$203K -1,725 Closed
GKWIM
1173
Gerber Kawasaki Wealth & Investment Management
California
– -$202K -1,724 Closed
D
1174
Dentgroup
Louisiana
– -$203K -1,723 Closed
Fisher Asset Management
1175
Fisher Asset Management
Washington
– -$201K -1,709 Closed
45 46
47
48 49