DVY icon

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 %
SPA
1201
Sentinel Pension Advisors
Massachusetts
– -$359K -2,925 Closed
CWA
1202
Consilium Wealth Advisory
Texas
– -$356K -2,900 Closed
ARC
1203
Advisor Resource Council
Texas
– -$326K -2,657 Closed
AAM
1204
Aureus Asset Management
Massachusetts
– -$317K -2,583 Closed
WP
1205
WealthShield Partners
North Carolina
– -$303K -2,471 Closed
CTI
1206
Community Trust & Investment
Kentucky
– -$288K -2,347 Closed
FPOC
1207
Financial Planners of Cleveland
Ohio
– -$287K -2,258 Closed
FLPIM
1208
F.L. Putnam Investment Management
Massachusetts
– -$258K -2,101 Closed
FCA
1209
FLC Capital Advisors
California
– -$257K -2,097 Closed
GLA
1210
Great Lakes Advisors
Illinois
– -$256K -2,086 Closed
MPW
1211
MA Private Wealth
California
– -$252K -2,054 Closed
OMC
1212
Old Mission Capital
Illinois
– -$246K -2,005 Closed
GC
1213
Gratus Capital
Georgia
– -$243K -1,984 Closed
MG
1214
Mather Group
Illinois
– -$238K -1,939 Closed
1WM
1215
1900 Wealth Management
Texas
– -$236K -1,928 Closed
IFG
1216
Investors Financial Group
Minnesota
– -$230K -1,880 Closed
NB
1217
NBT Bank
New York
– -$221K -1,800 Closed
AIA
1218
Angeles Investment Advisors
California
– -$196K -1,599 Closed
CWS
1219
Confluence Wealth Services
Pennsylvania
– -$180K -1,470 Closed
AIM
1220
AHL Investment Management
Florida
– -$147K -1,200 Closed
CSWM
1221
Cassady Schiller Wealth Management
Ohio
– -$126K -1,025 Closed
FPWM
1222
FSB Premier Wealth Management
Iowa
– -$121K -990 Closed
WFS
1223
Widmann Financial Services
Maryland
– -$114K -935 Closed
EWA
1224
EverSource Wealth Advisors
Alabama
– -$90K -734 Closed
IAG
1225
Investmark Advisory Group
Connecticut
– -$86K -704 Closed
46 47 48
49
50