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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,022 hedge funds and large institutions have $7.35B invested in iShares Select Dividend ETF in 2021 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 334 increasing their positions, 318 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,022
Holders Change
-5
Holders Change %
-0.49%
% of All Funds
17.95%
Holding in Top 10
31
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-26.19%
% of All Funds
0.54%
New
65
Increased
334
Reduced
318
Closed
55
Calls
$68.4M
Puts
$44.3M
Net Calls
+$24.1M
Net Calls Change
-$119M

Top Buyers

1
AF
Ally Financial
Michigan
$85M
2
MHI
Miller Howard Investments
New York
$22.2M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$106M
4
BOH
Bank of Hawaii
Hawaii
$12.2M
5
Bank of America
Bank of America
North Carolina
$857M

Top Sellers

1
HI
Horizon Investments
North Carolina
$0
2
PI
PFS Investments
Georgia
$0
3
FIA
Foundations Investment Advisors
Arizona
$462K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$200M
5
Osaic Holdings
Osaic Holdings
Arizona
$46.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FUBT
126
First United Bank & Trust
Maryland
$5.23M +$432K +3,767 +9%
AIM
127
Astor Investment Management
Illinois
$5.23M +$4.41M +38,458 +538%
ST
128
Smithfield Trust
Pennsylvania
$5.18M -$430K -3,745 -8%
FAM
129
Flaharty Asset Management
Florida
$5.14M +$663K +5,782 +15%
CIBC Private Wealth Group
130
CIBC Private Wealth Group
Georgia
$5.1M +$677K +5,901 +15%
TCM
131
Traynor Capital Management
Pennsylvania
$5.08M -$131K -1,142 -3%
IF
132
Ironwood Financial
Arizona
$5.07M +$68.6K +598 +1%
CAM
133
Carret Asset Management
New York
$4.9M +$280K +2,437 +6%
TPCW
134
TD Private Client Wealth
New York
$4.85M -$103K -894 -2%
AR
135
Advisory Research
Illinois
$4.83M – – –
HSA
136
HBK Sorce Advisory
Pennsylvania
$4.78M +$24.3K +212 +0.5%
RPGK
137
Retirement Planning Group (Kansas)
Kansas
$4.77M -$74.5K -649 -2%
MCM
138
MAI Capital Management
Ohio
$4.74M -$155K -1,347 -3%
MBTD
139
Mechanics Bank - Trust Department
California
$4.67M +$17.2K +150 +0.4%
AWM
140
AE Wealth Management
Kansas
$4.64M -$1.87M -16,293 -29%
FWP
141
FAS Wealth Partners
Kansas
$4.64M +$169K +1,472 +4%
SFG
142
Summit Financial Group
West Virginia
$4.62M +$197K +1,719 +4%
MIAN
143
Mariner Independent Advisor Network
Kansas
$4.61M +$191K +1,669 +4%
SDAM
144
Shulman DeMeo Asset Management
New York
$4.54M +$4.54M +39,596 New
BCI
145
Brinker Capital Investments
Pennsylvania
$4.53M – – –
SFI
146
SPC Financial Inc
Maryland
$4.46M +$284K +2,473 +7%
RJT
147
Raymond James Trust
Florida
$4.44M +$223K +1,943 +5%
ACP
148
Arcus Capital Partners
Georgia
$4.43M +$1.43M +12,422 +47%
AI
149
AXS Investments
New York
$4.43M +$4.43M +38,578 New
SPC
150
Sigma Planning Corp
Michigan
$4.4M -$222K -1,935 -5%
4 5
6
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