DVY icon

iShares Select Dividend ETF
DVY

Overview Fund Activity

1,027 hedge funds and large institutions have $7.95B invested in iShares Select Dividend ETF in 2021 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 388 increasing their positions, 296 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,027
Holders Change
+26
Holders Change %
+2.6%
% of All Funds
17.93%
Holding in Top 10
42
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.53%
% of All Funds
0.73%
New
81
Increased
388
Reduced
296
Closed
44
Calls
$165M
Puts
$21.3M
Net Calls
+$144M
Net Calls Change
+$47M

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$254M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$97.2M
3
PI
3
PFS Investments
Georgia
$108M
4
Morgan Stanley
4
Morgan Stanley
New York
$664M
5
HNB
5
Huntington National Bank
Ohio
$24.7M

Top Sellers

1
PIM
1
Parker Investment Management
California
$0
2
AF
2
Ally Financial
Michigan
$15.2M
3
AC
3
Allstate Corporation
Illinois
$0
4
Wells Fargo
4
Wells Fargo
California
$608M
5
BlackRock
5
BlackRock
New York
$63M
Name Holding Trade Value Shares
Change 		Shares
Change %
RRA
126
Round Rock Advisors
Connecticut
$5.79M +$298K +2,557 +5%
BOTW
127
Bank of the West
California
$5.78M +$1.91M +16,385 +49%
Bank of Nova Scotia
128
Bank of Nova Scotia
Ontario, Canada
$5.75M +$5.11M +43,781 +797%
NC
129
NinePointTwo Capital
California
$5.7M – – –
ST
130
Smithfield Trust
Pennsylvania
$5.7M -$50.2K -430 -0.9%
TCM
131
Traynor Capital Management
Pennsylvania
$5.33M +$517K +4,407 +11%
CWM
132
Chicago Wealth Management
Illinois
$5.32M +$2.1M +17,963 +65%
UCFA
133
United Capital Financial Advisors
Texas
$5.26M -$65.1K -558 -1%
CA
134
Cetera Advisors
Colorado
$5.14M +$262K +2,246 +5%
IF
135
Ironwood Financial
Arizona
$5.09M +$528K +4,531 +12%
TPCW
136
TD Private Client Wealth
New York
$5.04M +$797K +6,838 +19%
MCM
137
MAI Capital Management
Ohio
$4.97M -$119K -1,017 -2%
HF
138
HRT Financial
New York
$4.95M +$4.95M +42,438 New
RPGK
139
Retirement Planning Group (Kansas)
Kansas
$4.93M -$15.5K -133 -0.3%
AR
140
Advisory Research
Illinois
$4.91M – – –
IWC
141
Integrated Wealth Concepts
Massachusetts
$4.9M +$311K +2,668 +7%
FUBT
142
First United Bank & Trust
Maryland
$4.88M +$287K +2,464 +6%
HSA
143
HBK Sorce Advisory
Pennsylvania
$4.83M +$237K +2,032 +5%
ARC
144
Advisor Resource Council
Texas
$4.75M +$4.75M +40,691 New
Citadel Advisors
145
Citadel Advisors
Florida
$4.74M +$4.74M +40,636 New
MBTD
146
Mechanics Bank - Trust Department
California
$4.73M -$438K -3,755 -8%
CAM
147
Carret Asset Management
New York
$4.7M +$430K +3,687 +10%
SPC
148
Sigma Planning Corp
Michigan
$4.7M +$751K +6,437 +19%
DC
149
Davenport & Co
Virginia
$4.69M +$254K +2,177 +6%
FAM
150
Flaharty Asset Management
Florida
$4.55M +$543K +4,660 +14%
4 5
6
7 8