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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 %
GRP
176
Global Retirement Partners
California
$5.4M +$270K +2,132 +5%
HSA
177
HBK Sorce Advisory
Pennsylvania
$5.29M +$137K +1,070 +3%
MBTD
178
Mechanics Bank - Trust Department
California
$5.19M -$10.1K -79 -0.2%
RPGK
179
Retirement Planning Group (Kansas)
Kansas
$5.16M -$92K -718 -2%
SWP
180
Stratos Wealth Partners
Ohio
$5.12M +$646K +5,039 +14%
MAM
181
MMA Asset Management
Pennsylvania
$5.06M +$486K +3,932 +11%
Thrivent Financial for Lutherans
182
Thrivent Financial for Lutherans
Minnesota
$5.06M +$140K +1,091 +3%
JPLA
183
Joseph P. Lucia & Associates
New York
$5.04M +$1.2M +9,333 +31%
SAS
184
Stelac Advisory Services
New York
$5.04M +$348K +2,714 +7%
FPS
185
Fieldpoint Private Securities
Connecticut
$5M +$2.46M +19,185 +97%
SA
186
Scarborough Advisors
Maryland
$4.97M +$1.4M +10,900 +39%
SPC
187
Sigma Planning Corp
Michigan
$4.96M +$54.5K +425 +1%
ASFA
188
All Season Financial Advisors
Colorado
$4.94M +$2.73M +21,328 +124%
SCG
189
Sonata Capital Group
Washington
$4.93M -$32.8K -256 -0.7%
MA
190
MUFG Americas
New York
$4.92M -$121K -943 -2%
Citadel Advisors
191
Citadel Advisors
Florida
$4.91M +$4.05M +31,580 +470%
EP
192
Edgestream Partners
New Jersey
$4.89M +$4.54M +35,414 +1,285%
JGIA
193
Jackson Grant Investment Advisers
Connecticut
$4.81M -$1.67K -13 -0%
SDAM
194
Shulman DeMeo Asset Management
New York
$4.79M -$328K -2,560 -6%
FWP
195
FAS Wealth Partners
Kansas
$4.78M -$237K -1,851 -5%
BRWA
196
B. Riley Wealth Advisors
Florida
$4.77M -$81.2K -634 -2%
AC
197
Allstate Corporation
Illinois
$4.74M +$4.74M +37,022 New
5L
198
55I LLC
Massachusetts
$4.66M +$154K +1,203 +3%
JIC
199
Johnson Investment Counsel
Ohio
$4.58M +$974K +7,603 +27%
PRWA
200
Platte River Wealth Advisors
Colorado
$4.58M +$420K +3,276 +10%
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