DVY icon

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 %
PRWA
201
Platte River Wealth Advisors
Colorado
$4.52M +$318K +2,633 +8%
AAS
202
Ameritas Advisory Services
Nebraska
$4.45M +$517K +4,289 +13%
AR
203
Advisory Research
Illinois
$4.41M +$280K +2,325 +7%
OC
204
Oppenheimer & Co
New York
$4.38M +$544K +4,514 +14%
JIC
205
Johnson Investment Counsel
Ohio
$4.38M -$63.9K -530 -1%
SGCA
206
Steel Grove Capital Advisors
Tennessee
$4.37M +$4.37M +36,275 New
B
207
Bensler
Washington
$4.36M +$125K +1,035 +3%
SDAM
208
Shulman DeMeo Asset Management
New York
$4.34M -$17.2K -143 -0.4%
SCG
209
Sonata Capital Group
Washington
$4.32M +$32.7K +271 +0.8%
GT
210
Glenview Trust
Kentucky
$4.27M +$13K +108 +0.3%
TCM
211
Traynor Capital Management
Pennsylvania
$4.26M -$1.68M -13,926 -28%
CWM
212
Connecticut Wealth Management
Connecticut
$4.24M – – –
MCM
213
MV Capital Management
Maryland
$4.23M -$129K -1,070 -3%
SI
214
Stephens Inc
Arkansas
$4.23M +$2.39M +19,847 +131%
Thrivent Financial for Lutherans
215
Thrivent Financial for Lutherans
Minnesota
$4.18M -$667K -5,526 -14%
CAM
216
Cresset Asset Management
Illinois
$4.17M +$39.3K +454 +1%
BAM
217
Belpointe Asset Management
Nevada
$4.17M +$241K +1,999 +6%
CFO
218
Callan Family Office
Pennsylvania
$4.13M +$4.13M +34,279 New
WDL
219
Well Done LLC
Michigan
$4.11M +$4.11M +34,099 New
GLLW
220
Graves Light Lenhart Wealth
Virginia
$4.07M -$26.3K -218 -0.6%
FCFC
221
First Commonwealth Financial Corp
Pennsylvania
$4.05M +$60.9K +505 +2%
CA
222
Clearstead Advisors
Ohio
$4.03M +$533K +4,420 +15%
WG
223
Welch Group
Alabama
$4.01M +$4.01M +33,288 New
AFG
224
Albion Financial Group
Utah
$4.01M – – –
NF
225
Nikulski Financial
Iowa
$3.98M +$103K +852 +3%
7 8
9
10 11