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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,181 hedge funds and large institutions have $10.3B invested in iShares Select Dividend ETF in 2022 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 478 increasing their positions, 310 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,181
Holders Change
+15
Holders Change %
+1.29%
% of All Funds
18.69%
Holding in Top 10
47
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+23.68%
% of All Funds
0.74%
New
92
Increased
478
Reduced
310
Closed
61
Calls
$99.2M
Puts
$35.3M
Net Calls
+$63.9M
Net Calls Change
-$17.5M

Top Buyers

1
JSW
Journey Strategic Wealth
New Jersey
$344M
2
Bank of America
Bank of America
North Carolina
$1.16B
3
CIAS
CBIZ Investment Advisory Services
Ohio
$116M
4
SFS
Sowell Financial Services
Arkansas
$113M
5
Truist Financial
Truist Financial
North Carolina
$295M

Top Sellers

1
AF
Ally Financial
Michigan
$0
2
HNB
Huntington National Bank
Ohio
$31.7M
3
Federated Hermes
Federated Hermes
Pennsylvania
$10.4M
4
MHI
Miller Howard Investments
New York
$25.5M
5
Charles Schwab
Charles Schwab
California
$6.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
LP
126
LGL Partners
Pennsylvania
$7.67M +$52.7K +411 +0.7%
Baird Financial Group
127
Baird Financial Group
Wisconsin
$7.66M -$70.3K -549 -0.9%
Cetera Investment Advisers
128
Cetera Investment Advisers
Illinois
$7.65M +$1.74M +13,564 +29%
IA
129
IFG Advisory
Georgia
$7.64M +$68.2K +532 +0.9%
WANY
130
Wealthspire Advisors (New York)
New York
$7.58M -$19.2K -150 -0.3%
CAAM
131
Cornerstone Advisors Asset Management
Pennsylvania
$7.57M +$529K +4,132 +8%
IWC
132
Integrated Wealth Concepts
Massachusetts
$7.53M +$279K +2,174 +4%
FUBT
133
First United Bank & Trust
Maryland
$7.48M +$1.12M +8,773 +18%
CPO
134
Cerity Partners OCIO
New York
$7.46M -$275K -2,148 -4%
IA
135
IFP Advisors
Florida
$7.46M +$5.71M +75,481 +327%
DC
136
Davenport & Co
Virginia
$7.38M +$373K +2,911 +5%
KIA
137
KCM Investment Advisors
California
$7.32M -$10.3K -80 -0.1%
OFG
138
Omega Financial Group
California
$7.29M -$142K -1,108 -2%
AWM
139
Aries Wealth Management
Maine
$7.29M +$7.29M +56,887 New
OWA
140
One Wealth Advisors
California
$7.27M -$82.6K -645 -1%
Jane Street
141
Jane Street
New York
$7.26M +$7.26M +56,680 New
CFG
142
Citizens Financial Group
Rhode Island
$7.12M +$2.35M +18,342 +49%
PFS
143
Prospera Financial Services
Texas
$7.12M +$3.31M +25,799 +87%
Edgewood Management
144
Edgewood Management
Connecticut
$7.08M – – –
MML Investors Services
145
MML Investors Services
Massachusetts
$7M +$291K +2,268 +4%
SW
146
SVB Wealth
Massachusetts
$6.98M -$65.2K -509 -0.9%
ONB
147
Old National Bancorp
Indiana
$6.98M -$21.7K -169 -0.3%
WA
148
Winfield Associates
Ohio
$6.96M +$2.88M +22,442 +70%
MCM
149
MAI Capital Management
Ohio
$6.95M +$735K +5,734 +12%
CIBC Private Wealth Group
150
CIBC Private Wealth Group
Georgia
$6.85M +$766K +5,977 +13%
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