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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,234 hedge funds and large institutions have $11.2B invested in iShares Select Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 467 increasing their positions, 326 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,234
Holders Change
+103
Holders Change %
+9.11%
% of All Funds
19.91%
Holding in Top 10
67
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.06%
% of All Funds
1.08%
New
164
Increased
467
Reduced
326
Closed
38
Calls
$35.7M
Puts
$18.7M
Net Calls
+$17M
Net Calls Change
-$20.8M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$479M
2
Morgan Stanley
Morgan Stanley
New York
$922M
3
Bank of America
Bank of America
North Carolina
$1.29B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$191M
5
Truist Financial
Truist Financial
North Carolina
$336M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$92.3M
2
HNB
Huntington National Bank
Ohio
$38.7M
3
RWA
Redhawk Wealth Advisors
Minnesota
$3.82M
4
CWM
Chicago Wealth Management
Illinois
$301K
5
Millennium Management
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KTC
1151
Kistler-Tiffany Companies
Pennsylvania
$44.4K +$42.1K +349 +1,837%
DJSG
1152
D.J. St. Germain
Massachusetts
$43.7K +$3.44K +190 +9%
HWM
1153
Horizons Wealth Management
North Carolina
$43K – – –
JFA
1154
JNBA Financial Advisors
Minnesota
$42.7K – – –
FPFS
1155
First Personal Financial Services
North Carolina
$42.2K – – –
LB
1156
Legacy Bridge
Iowa
$42.2K – – –
WWM
1157
Wagner Wealth Management
South Carolina
$42.2K – – –
AWM
1158
Accel Wealth Management
Iowa
$42.2K – – –
AAMA
1159
Advanced Asset Management Advisors
Ohio
$42K – – –
PWMG
1160
Prestige Wealth Management Group
New Jersey
$41.4K – – –
CWA
1161
Core Wealth Advisors
Florida
$39.1K – – –
TCWA
1162
Ten Capital Wealth Advisors
Washington
$39K – – –
POIA
1163
Pin Oak Investment Advisors
Texas
$38K – – –
TFA
1164
Toth Financial Advisory
Virginia
$37K +$843 +7 +2%
MCA
1165
Maryland Capital Advisors
Maryland
$36.2K – – –
MS
1166
Madden Securities
Texas
$36.2K +$36.2K +300 New
Bank Julius Baer & Co
1167
Bank Julius Baer & Co
Switzerland
$36K -$30.7K -254 -46%
BWM
1168
Baystate Wealth Management
Massachusetts
$34K +$242 +2 +0.7%
WFA
1169
West Financial Advisors
Iowa
$32.9K – – –
BHWM
1170
Beaird Harris Wealth Management
Texas
$30.8K – – –
ME
1171
McIlrath & Eck
Washington
$30.6K – – –
BWM
1172
BerganKDV Wealth Management
Minnesota
$30.2K – – –
ZIG
1173
Zullo Investment Group
Pennsylvania
$30.2K – – –
TSWM
1174
Tyler-Stone Wealth Management
Ohio
$30K – – –
FA
1175
Fiduciary Alliance
South Carolina
$29.8K +$29.8K +247 New
45 46
47
48 49