DVY icon

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 %
TCM
151
Traynor Capital Management
Pennsylvania
$6.83M +$745K +5,818 +12%
MA
152
Mutual Advisors
Nebraska
$6.79M +$2.2M +17,176 +48%
Charles Schwab
153
Charles Schwab
California
$6.66M -$12.7M -99,467 -66%
UCFA
154
United Capital Financial Advisors
Texas
$6.56M +$60.6K +473 +0.9%
Mirae Asset Global Investments
155
Mirae Asset Global Investments
South Korea
$6.41M +$1.73M +13,500 +37%
PFG
156
Pinnacle Financial Group
Illinois
$6.37M -$85.6K -668 -1%
HCMT
157
Highland Capital Management (Tennessee)
Tennessee
$6.35M -$165K -1,284 -3%
CGFA
158
Colton Groome Financial Advisors
North Carolina
$6.29M +$2.67M +20,846 +74%
NC
159
NinePointTwo Capital
California
$6.27M – – –
CAM
160
Carret Asset Management
New York
$6.26M +$341K +2,665 +6%
RG
161
Rathbones Group
United Kingdom
$6.1M -$57.8K -451 -0.9%
MIAN
162
Mariner Independent Advisor Network
Kansas
$6.06M +$91.7K +718 +2%
P
163
&Partners
Tennessee
$6M +$742K +5,741 +14%
FAM
164
Flaharty Asset Management
Florida
$5.95M -$26.7K -208 -0.4%
Renaissance Technologies
165
Renaissance Technologies
New York
$5.86M +$1.84M +14,376 +46%
AR
166
Advisory Research
Illinois
$5.82M – – –
VCM
167
Vivaldi Capital Management
Illinois
$5.81M +$1.67M +13,360 +40%
WWM
168
Western Wealth Management
Colorado
$5.78M +$2.59M +20,176 +81%
ST
169
Smithfield Trust
Pennsylvania
$5.78M -$6.15K -48 -0.1%
SFI
170
SPC Financial Inc
Maryland
$5.72M +$465K +3,631 +9%
RJT
171
Raymond James Trust
Florida
$5.7M +$549K +4,284 +11%
SFG
172
Summit Financial Group
West Virginia
$5.54M +$211K +1,648 +4%
TPCW
173
TD Private Client Wealth
New York
$5.51M +$376K +2,931 +7%
IF
174
Ironwood Financial
Arizona
$5.49M -$146K -1,139 -3%
BCI
175
Brinker Capital Investments
Pennsylvania
$5.41M +$72.8K +568 +1%
5 6
7
8 9