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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 %
AT
1251
American Trust
Kentucky
– -$278K -2,590 Closed
JWS
1252
Juncture Wealth Strategies
Arizona
– -$268K -2,495 Closed
FS
1253
Ferguson Shapiro
Georgia
– -$253K -2,358 Closed
BAS
1254
Brown Advisory Securities
Maryland
– -$242K -2,265 Closed
CC
1255
Courier Capital
New York
– -$235K -2,192 Closed
WWA
1256
WCG Wealth Advisors
Nevada
– -$249K -2,151 Closed
T
1257
TCWP
Ohio
– -$229K -2,136 Closed
SAM
1258
Strategy Asset Managers
California
– -$218K -2,034 Closed
MW
1259
Marcum Wealth
Ohio
– -$215K -2,001 Closed
WB
1260
West Bancorporation
Iowa
– -$158K -1,470 Closed
AWMS
1261
Advocacy Wealth Management Services
Georgia
– -$153K -1,357 Closed
FEG
1262
Financial Enhancement Group
Indiana
– -$103K -962 Closed
HI
1263
Hudock Inc
Pennsylvania
– -$92K -865 Closed
OPW
1264
Oxler Private Wealth
New York
– -$85.8K -826 Closed
FA
1265
Financial Advantage
Maryland
– -$53K -500 Closed
M1FG
1266
Mach-1 Financial Group
Arkansas
– -$51K -479 Closed
AIP
1267
Almanack Investment Partners
Pennsylvania
– -$35K -324 Closed
BCM
1268
Blume Capital Management
California
– -$27K -250 Closed
SPWG
1269
Sage Private Wealth Group
Illinois
– -$13K -125 Closed
LTI
1270
Laffer Tengler Investments
Tennessee
– -$5.36K -50 Closed
ACM
1271
Absolute Capital Management
Pennsylvania
– -$3.86K -36 Closed
DRS
1272
Deane Retirement Strategies
Louisiana
– -$3K -32 Closed
UCB
1273
United Community Bank
South Carolina
– -$2.68K -25 Closed
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