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iShares Select Dividend ETF
DVY

Overview Fund Activity

959 hedge funds and large institutions have $5.93B invested in iShares Select Dividend ETF in 2020 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 243 increasing their positions, 361 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+106
Holders Change %
+12.43%
% of All Funds
17.02%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.5%
New
165
Increased
243
Reduced
361
Closed
43
Calls
$163M
Puts
$43.1M
Net Calls
+$120M
Net Calls Change
+$283M

Top Buyers

1
AC
Allstate Corporation
Illinois
+$51M
2
Wells Fargo
Wells Fargo
California
+$46.1M
3
PI
PFS Investments
Georgia
+$28.6M
4
VFP
Verus Financial Partners
Virginia
+$20.7M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$19.2M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$19M
2
HNB
Huntington National Bank
Ohio
-$18.3M
3
AAS
Avantax Advisory Services
Texas
-$14.4M
4
UBS Group
UBS Group
Switzerland
-$10.7M
5
HWA
Heartwood Wealth Advisors
Virginia
-$9.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
CM
151
Cornerstone Management
Georgia
$3.5M +$1.06M +11,004 +43%
OPCM
152
Osborne Partners Capital Management
California
$3.5M -$666K -6,925 -16%
TCM
153
Traynor Capital Management
Pennsylvania
$3.49M +$3M +31,226 +615%
TPCW
154
TD Private Client Wealth
New York
$3.48M -$444K -4,614 -11%
CFG
155
Citizens Financial Group
Rhode Island
$3.44M +$12.8K +133 +0.4%
FFS
156
Founders Financial Securities
Maryland
$3.4M +$3.4M +35,337 New
DC
157
Davenport & Co
Virginia
$3.37M -$179K -1,866 -5%
KA
158
Klingman & Associates
New York
$3.34M -$134K -1,390 -4%
FAM
159
Flaharty Asset Management
Florida
$3.34M +$3.34M +34,738 New
TCM
160
Twele Capital Management
Minnesota
$3.33M -$1.57M -16,345 -32%
IWC
161
Integrated Wealth Concepts
Massachusetts
$3.33M +$56.3K +585 +2%
FC
162
FCA Corp
Texas
$3.24M -$12.4K -129 -0.4%
VCM
163
Vivaldi Capital Management
Illinois
$3.24M -$19.2K -200 -0.6%
AFG
164
Albion Financial Group
Utah
$3.22M -$13.9K -145 -0.4%
SFG
165
Summit Financial Group
West Virginia
$3.21M +$149K +1,546 +5%
FCFC
166
First Commonwealth Financial Corp
Pennsylvania
$3.21M -$36.4K -378 -1%
CAM
167
Carret Asset Management
New York
$3.2M +$437K +4,541 +16%
PA
168
Pinnacle Associates
New York
$3.2M -$2.69K -28 -0.1%
WT
169
Whittier Trust
California
$3.18M +$268K +2,791 +9%
FWP
170
FAS Wealth Partners
Kansas
$3.18M +$144K +1,502 +5%
CAM
171
Cresset Asset Management
Illinois
$3.16M +$15K +156 +0.5%
CAL
172
Capital Analysts LLC
Pennsylvania
$3.16M -$169K -1,759 -5%
NA
173
NewEdge Advisors
Louisiana
$3.16M +$114K +1,190 +4%
FWM
174
FFT Wealth Management
Pennsylvania
$3.1M -$220K -2,282 -7%
PNC
175
Park National Corp
Ohio
$3.1M -$39.4K -410 -1%
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