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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,166 hedge funds and large institutions have $8.45B invested in iShares Select Dividend ETF in 2021 Q4 according to their latest regulatory filings, with 209 funds opening new positions, 397 increasing their positions, 305 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,166
Holders Change
+144
Holders Change %
+14.09%
% of All Funds
18.01%
Holding in Top 10
38
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+22.58%
% of All Funds
0.59%
New
209
Increased
397
Reduced
305
Closed
45
Calls
$105M
Puts
$23.5M
Net Calls
+$81.4M
Net Calls Change
+$57.3M

Top Buyers

1
HI
Horizon Investments
North Carolina
$73.9M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$212M
3
Wells Fargo
Wells Fargo
California
$666M
4
PI
PFS Investments
Georgia
$33.4M
5
Federated Hermes
Federated Hermes
Pennsylvania
$31.6M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$26.3M
2
SEM
Strategic Equity Management
Arizona
$8.24M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$51.8M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$107M
5
AI
AXS Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JPLA
201
Joseph P. Lucia & Associates
New York
$3.68M +$609K +4,968 +20%
FMBTD
202
First Midwest Bank Trust Division
Illinois
$3.67M +$799K +6,516 +28%
Brown Advisory
203
Brown Advisory
Maryland
$3.66M +$380K +3,103 +12%
MMHP
204
Murphy Middleton Hinkle & Parker
Georgia
$3.65M +$27K +220 +0.7%
PFS
205
Prospera Financial Services
Texas
$3.65M +$237K +1,936 +7%
NL
206
NWAM LLC
Washington
$3.64M +$744K +6,071 +26%
STA
207
Summit Trail Advisors
New York
$3.61M +$5.64K +46 +0.2%
OPCM
208
Osborne Partners Capital Management
California
$3.57M -$162K -1,321 -4%
CAG
209
Csenge Advisory Group
Florida
$3.56M +$158K +1,344 +5%
FHA
210
First Horizon Advisors
Tennessee
$3.55M -$36.2K -295 -1%
CAL
211
Capital Analysts LLC
Pennsylvania
$3.55M -$43.2K -352 -1%
FANJ
212
Financial Architects (New Jersey)
New Jersey
$3.54M -$54.8K -447 -2%
EVM
213
Eaton Vance Management
Massachusetts
$3.54M -$357K -2,915 -9%
SWM
214
Strategic Wealth Management
Washington
$3.5M – – –
CGFA
215
Colton Groome Financial Advisors
North Carolina
$3.46M +$3.46M +28,245 New
AAS
216
Ameritas Advisory Services
Nebraska
$3.46M +$3.46M +28,212 New
JIC
217
Johnson Investment Counsel
Ohio
$3.45M +$107K +873 +3%
SA
218
Scarborough Advisors
Maryland
$3.42M +$3.42M +27,876 New
GWM
219
Geneos Wealth Management
Colorado
$3.41M -$8.95K -73 -0.3%
GT
220
Glenview Trust
Kentucky
$3.3M +$46.6K +380 +1%
HGERS
221
Householder Group Estate & Retirement Specialist
Arizona
$3.29M +$3.29M +26,856 New
GB
222
Gunma Bank
Japan
$3.19M -$490K -4,000 -13%
AF
223
Allworth Financial
California
$3.15M -$281K -2,289 -8%
OC
224
Oppenheimer & Co
New York
$3.13M +$36.4K +297 +1%
GPA
225
Guidance Point Advisors
Massachusetts
$3.1M -$85.4K -697 -3%
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