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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.

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
1
Horizon Investments
North Carolina
$73.9M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$212M
3
Wells Fargo
3
Wells Fargo
California
$666M
4
PI
4
PFS Investments
Georgia
$33.4M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$31.6M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$26.3M
2
SEM
2
Strategic Equity Management
Arizona
$8.24M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$51.8M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$107M
5
AI
5
AXS Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACP
101
Arcus Capital Partners
Georgia
$8.26M +$3.53M +28,793 +75%
SEM
102
Strategic Equity Management
Arizona
$8.24M -$8.06M -65,778 -49%
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$8.08M -$18.6K -152 -0.2%
WS
104
Wedbush Securities
California
$8.03M -$40.6K -331 -0.5%
TWM
105
Tradition Wealth Management
Minnesota
$7.99M -$65.3K -533 -0.8%
BFS
106
Bard Financial Services
Connecticut
$7.97M +$1.47K +12 +0%
BFA
107
Beaumont Financial Advisors
Massachusetts
$7.76M -$3.92K -32 -0.1%
BOTW
108
Bank of the West
California
$7.71M +$1.17M +9,541 +18%
WMA
109
Wealth Management Associates
New Jersey
$7.7M -$100K -816 -1%
PFP
110
Pinnacle Financial Partners
Tennessee
$7.47M -$87.2K -711 -1%
CPO
111
Cerity Partners OCIO
New York
$7.4M +$110K +900 +2%
Baird Financial Group
112
Baird Financial Group
Wisconsin
$7.4M -$94.2K -768 -1%
RRA
113
Round Rock Advisors
Connecticut
$7.35M +$710K +5,789 +11%
LP
114
LGL Partners
Pennsylvania
$7.29M +$4.03M +32,893 +124%
WANY
115
Wealthspire Advisors (New York)
New York
$7.27M -$857K -6,990 -11%
IA
116
IFG Advisory
Georgia
$7.24M +$73.9K +603 +1%
OFG
117
Omega Financial Group
California
$7.11M -$30.8K -251 -0.4%
HWM
118
HB Wealth Management
Georgia
$7.11M +$7.11M +57,969 New
SI
119
Stephens Inc
Arkansas
$7.08M -$541K -4,416 -7%
AWM
120
AE Wealth Management
Kansas
$7.07M +$2.11M +17,197 +43%
OWA
121
One Wealth Advisors
California
$7.03M -$379K -3,095 -5%
KIA
122
KCM Investment Advisors
California
$7.01M +$340K +2,773 +5%
IWC
123
Integrated Wealth Concepts
Massachusetts
$6.94M +$442K +3,603 +7%
AIM
124
Astor Investment Management
Illinois
$6.91M +$1.32M +10,787 +24%
Edgewood Management
125
Edgewood Management
Connecticut
$6.78M – – –
3 4
5
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