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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.

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

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$92.3M
2
HNB
2
Huntington National Bank
Ohio
$38.7M
3
RWA
3
Redhawk Wealth Advisors
Minnesota
$3.82M
4
CWM
4
Chicago Wealth Management
Illinois
$301K
5
Millennium Management
5
Millennium Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BAM
101
Brave Asset Management
New Jersey
$10.8M 89,612 +83,997 +1,496%
PIA
102
Powell Investment Advisors
Florida
$10.7M 88,744 +1,109 +1%
AAIM
103
Asset Advisors Investment Management
Georgia
$10.7M 88,587 +207 +0.2%
CPFP
104
Clear Perspectives Financial Planning
Ohio
$10.5M 87,434 +2,289 +3%
FHA
105
First Horizon Advisors
Tennessee
$10.5M 87,427 +24,899 +40%
ACP
106
Arcus Capital Partners
Georgia
$10.5M 87,341 +898 +1%
SDWIA
107
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$10.2M 84,735 +2,558 +3%
NSIM
108
North Star Investment Management
Illinois
$10.1M 83,888 -2,721 -3%
SCA
109
Stonebridge Capital Advisors
Minnesota
$10.1M 83,432 -2,008 -2%
NEPWA
110
New England Private Wealth Advisors
Massachusetts
$10.1M 83,420 +36,029 +76%
TWM
111
Tradition Wealth Management
Minnesota
$9.82M 81,391 +1,414 +2%
KL
112
KWMG LLC
Kansas
$9.79M 81,148 +153 +0.2%
RRA
113
Round Rock Advisors
Connecticut
$9.73M 80,698 +1,308 +2%
IWC
114
Integrated Wealth Concepts
Massachusetts
$9.57M 79,379 +646 +0.8%
HSA
115
HBK Sorce Advisory
Pennsylvania
$9.41M 78,030 +39,390 +102%
CFG
116
Citizens Financial Group
Rhode Island
$9.31M 77,225 +7,761 +11%
V
117
Veritable
Delaware
$9.2M 76,265 -4,205 -5%
IA
118
IFG Advisors
Missouri
$8.8M 72,951 +2,361 +3%
OA
119
Oxbow Advisors
Texas
$8.79M 72,855 -1,951 -3%
MGIA
120
Moneta Group Investment Advisors
Missouri
$8.76M 69,746 -1,024 -1%
BL
121
Balentine LLC
Georgia
$8.69M 72,070 +8,186 +13%
ST
122
Smithfield Trust
Pennsylvania
$8.61M 71,346 +3,696 +5%
BPA
123
Beacon Pointe Advisors
California
$8.56M 70,939 +5,127 +8%
WANY
124
Wealthspire Advisors (New York)
New York
$8.47M 70,237 -3,529 -5%
HIA
125
Harbor Investment Advisory
Maryland
$8.43M 69,919 +39,917 +133%
3 4
5
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