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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,234 hedge funds and large institutions have $11.2B invested in iShares Select Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 467 increasing their positions, 326 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,234
Holders Change
+103
Holders Change %
+9.11%
% of All Funds
19.91%
Holding in Top 10
67
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.06%
% of All Funds
1.08%
New
164
Increased
467
Reduced
326
Closed
38
Calls
$35.7M
Puts
$18.7M
Net Calls
+$17M
Net Calls Change
-$20.8M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$479M
2
Morgan Stanley
Morgan Stanley
New York
$922M
3
Bank of America
Bank of America
North Carolina
$1.29B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$191M
5
Truist Financial
Truist Financial
North Carolina
$336M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$92.3M
2
HNB
Huntington National Bank
Ohio
$38.7M
3
RWA
Redhawk Wealth Advisors
Minnesota
$3.82M
4
CWM
Chicago Wealth Management
Illinois
$301K
5
Millennium Management
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WMA
151
Wealth Management Associates
New Jersey
$6.59M -$428K -3,549 -6%
CAS
152
Coppell Advisory Solutions
Texas
$6.48M +$6.48M +53,691 New
CASC
153
Coppell Advisory Solutions Corp
Texas
$6.48M +$6.48M +53,691 New
SFA
154
Sequoia Financial Advisors
Ohio
$6.45M +$2.06M +17,081 +47%
P
155
&Partners
Tennessee
$6.4M +$84.5K +701 +1%
PFG
156
Pinnacle Financial Group
Illinois
$6.3M +$95.4K +791 +2%
FF
157
Financial Futures
New Jersey
$6.3M +$18.8K +156 +0.3%
SFI
158
SPC Financial Inc
Maryland
$6.26M +$408K +3,383 +7%
AIA
159
Arrow Investment Advisors
Maryland
$6.23M -$454K -3,763 -7%
CAAM
160
Cornerstone Advisors Asset Management
Pennsylvania
$6.11M -$1.01M -8,383 -14%
TPCW
161
TD Private Client Wealth
New York
$6.08M -$2.01M -16,666 -25%
CAM
162
Carret Asset Management
New York
$6.05M +$76K +630 +1%
VCM
163
Vivaldi Capital Management
Illinois
$5.97M +$311K +2,522 +6%
HCMT
164
Highland Capital Management (Tennessee)
Tennessee
$5.96M -$65.6K -544 -1%
GB
165
Gunma Bank
Japan
$5.91M – – –
NC
166
NinePointTwo Capital
California
$5.9M – – –
AI
167
Atria Investments
North Carolina
$5.87M -$766K -6,355 -12%
RJT
168
Raymond James Trust
Florida
$5.77M +$62K +514 +1%
JPLA
169
Joseph P. Lucia & Associates
New York
$5.74M -$244K -2,026 -4%
STA
170
Summit Trail Advisors
New York
$5.72M -$109K -907 -2%
FWCM
171
Ferguson Wellman Capital Management
Oregon
$5.62M +$3.53M +29,279 +169%
RG
172
Rathbones Group
United Kingdom
$5.55M +$1.21K +10 +0%
IAN
173
Integrated Advisors Network
Texas
$5.53M -$506K -4,194 -8%
PA
174
Pinnacle Associates
New York
$5.35M +$655K +5,431 +14%
MBTD
175
Mechanics Bank - Trust Department
California
$5.31M +$311K +2,575 +6%
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