DVY icon

iShares Select Dividend ETF

1,229 hedge funds and large institutions have $9.37B invested in iShares Select Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 330 increasing their positions, 471 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,229
Holders Change
+82
Holders Change %
+7.15%
% of All Funds
18.02%
Holding in Top 10
34
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.56%
% of All Funds
0.5%
New
145
Increased
330
Reduced
471
Closed
49
Calls
$46.5M
Puts
$28.8M
Net Calls
+$17.7M
Net Calls Change
-$23.7M
Name Holding Trade Value Shares
Change
Shares
Change %
FB
251
Fulton Bank
Pennsylvania
$2.62M
STA
252
Summit Trail Advisors
New York
$2.62M -$720K -6,138 -22%
PWP
253
Principle Wealth Partners
Connecticut
$2.62M -$619K -5,282 -19%
FA
254
Flagstar Advisors
New York
$2.62M -$11.6K -99 -0.4%
SC
255
Scotia Capital
Ontario, Canada
$2.61M -$325K -2,771 -11%
GCP
256
GSA Capital Partners
United Kingdom
$2.6M +$2.38M +20,278 +1,049%
CWS
257
Cypress Wealth Services
California
$2.58M +$105K +892 +4%
AI
258
Atria Investments
North Carolina
$2.58M +$548K +4,676 +27%
AT
259
Arlington Trust
Alabama
$2.58M +$2.58M +21,971 New
SWP
260
Stratos Wealth Partners
Ohio
$2.57M -$50.1K -427 -2%
HBW
261
Hazlett, Burt & Watson
West Virginia
$2.55M -$31.4K -268 -1%
MPCL
262
My Personal CFO LLC
Washington
$2.53M +$6.56K +56 +0.3%
Envestnet Portfolio Solutions
263
Envestnet Portfolio Solutions
Illinois
$2.51M +$897K +7,649 +55%
Citadel Advisors
264
Citadel Advisors
Florida
$2.47M -$5.45M -46,454 -69%
GKIM
265
GW&K Investment Management
Massachusetts
$2.46M +$2.05M +17,461 +495%
TWC
266
TD Waterhouse Canada
Ontario, Canada
$2.46M -$420K -2,879 -15%
ICM
267
IMS Capital Management
Oregon
$2.45M +$7.03K +60 +0.3%
MWM
268
Mission Wealth Management
California
$2.44M +$74.4K +635 +3%
WWM
269
Wolff Wiese Magana
California
$2.44M -$40.8K -348 -2%
WLPWM
270
Walled Lake Planning & Wealth Management
Illinois
$2.44M +$39.2K +334 +2%
MAM
271
MMA Asset Management
Pennsylvania
$2.43M -$113K -962 -4%
IAIM
272
International Assets Investment Management
Florida
$2.41M +$192K +1,639 +9%
APWA
273
Atlas Private Wealth Advisors
New Jersey
$2.4M -$291K -2,486 -11%
CFGS
274
Concourse Financial Group Securities
Alabama
$2.38M +$41.6K +355 +2%
PL
275
Plancorp LLC
Missouri
$2.36M -$39.7K -339 -2%