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iShares Select Dividend ETF
DVY

Overview Fund Activity

853 hedge funds and large institutions have $4.85B invested in iShares Select Dividend ETF in 2020 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 209 increasing their positions, 400 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
853
Holders Change
-25
Holders Change %
-2.85%
% of All Funds
17.26%
Holding in Top 10
24
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.24%
% of All Funds
0.49%
New
55
Increased
209
Reduced
400
Closed
70
Calls
$41.9M
Puts
$205M
Net Calls
-$163M
Net Calls Change
-$211M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$13.9M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$103M
3
HWA
Heartwood Wealth Advisors
Virginia
$8.35M
4
Goldman Sachs
Goldman Sachs
New York
$47.6M
5
Federated Hermes
Federated Hermes
Pennsylvania
$6.7M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$333M
2
Bank of America
Bank of America
North Carolina
$591M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$339M
4
Morgan Stanley
Morgan Stanley
New York
$414M
5
Truist Financial
Truist Financial
North Carolina
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
176
NewEdge Advisors
Louisiana
$2.58M -$660K -8,099 -20%
FWP
177
FAS Wealth Partners
Kansas
$2.57M +$40.7K +499 +2%
SC
178
Scotia Capital
Ontario, Canada
$2.53M +$9.95K +122 +0.4%
FANJ
179
Financial Architects (New Jersey)
New Jersey
$2.52M -$153K -1,870 -6%
MAWCM
180
Mine & Arao Wealth Creation & Management
California
$2.5M -$25.9K -318 -1%
WT
181
Whittier Trust
California
$2.47M -$220K -2,696 -8%
LP
182
LGL Partners
Pennsylvania
$2.46M -$275K -3,367 -10%
NWP
183
Northstar Wealth Partners
Connecticut
$2.46M -$1.68M -20,637 -41%
HCM
184
Howland Capital Management
Massachusetts
$2.39M -$210K -2,574 -8%
State Street
185
State Street
Massachusetts
$2.39M +$478K +5,856 +25%
FWCM
186
Ferguson Wellman Capital Management
Oregon
$2.36M -$121K -1,479 -5%
CAM
187
Carret Asset Management
New York
$2.35M +$523K +6,420 +29%
MMHP
188
Murphy Middleton Hinkle & Parker
Georgia
$2.33M -$130K -1,598 -5%
CIBC Private Wealth Group
189
CIBC Private Wealth Group
Georgia
$2.33M +$658K +8,069 +39%
FTUS
190
Flow Traders U.S.
New York
$2.3M +$1.94M +23,784 +534%
GWM
191
Geneos Wealth Management
Colorado
$2.3M -$65.1K -809 -3%
FMBTD
192
First Midwest Bank Trust Division
Illinois
$2.29M -$577K -7,079 -20%
CAG
193
Csenge Advisory Group
Florida
$2.27M -$1.31M -15,574 -37%
EAM
194
Evanson Asset Management
California
$2.26M +$652 +8 +0%
LFAS
195
Level Four Advisory Services
Texas
$2.25M -$84.7K -1,039 -4%
FDCDDQ
196
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.2M +$40.4K +495 +2%
GPA
197
Guidance Point Advisors
Massachusetts
$2.2M -$232K -2,847 -10%
SFS
198
Sowell Financial Services
Arkansas
$2.2M +$120K +1,477 +6%
Charles Schwab
199
Charles Schwab
California
$2.19M +$1.11M +13,632 +104%
HIA
200
Harbor Investment Advisory
Maryland
$2.18M -$44.9K -550 -2%
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