DVY icon

iShares Select Dividend ETF

577 hedge funds and large institutions have $5.8B invested in iShares Select Dividend ETF in 2015 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 214 increasing their positions, 204 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
577
Holders Change
-12
Holders Change %
-2.04%
% of All Funds
15.39%
Holding in Top 10
40
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.09%
% of All Funds
1.07%
New
47
Increased
214
Reduced
204
Closed
50
Calls
$9M
Puts
$7.54M
Net Calls
+$1.46M
Net Calls Change
+$8.28M
Name Holding Trade Value Shares
Change
Shares
Change %
T
276
Thomaspartners
Massachusetts
$987K -$252K -3,229 -20%
NAM
277
Nichols Asset Management
Massachusetts
$977K +$15.6K +200 +2%
FHC
278
Forest Hill Capital
Arkansas
$974K
SFS
279
Summit Financial Strategies
Ohio
$971K
FTIOP
280
Fiduciary Trust International of Pennsylvania
Pennsylvania
$959K +$195K +2,500 +25%
Federated Hermes
281
Federated Hermes
Pennsylvania
$949K -$23.5M -302,113 -96%
VKH
282
Virtu KCG Holdings
New York
$927K +$927K +11,895 New
RW
283
Rand Wealth
Maryland
$918K -$12.4K -159 -1%
KC
284
Kingfisher Capital
North Carolina
$910K
HFS
285
HL Financial Services
Kentucky
$906K -$5.52M -70,807 -86%
EWM
286
Evermay Wealth Management
Virginia
$903K +$390 +5 +0%
BRWM
287
B. Riley Wealth Management
Tennessee
$903K +$8.8K +113 +1%
B
288
Bailard
California
$890K
PWAP
289
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$878K +$18.5K +237 +2%
CCT
290
Country Club Trust
Missouri
$873K
CCM
291
Covington Capital Management
California
$869K +$7.8K +100 +0.9%
FNBT
292
FineMark National Bank & Trust
Florida
$862K -$136K -1,746 -14%
EWA
293
Exencial Wealth Advisors
Oklahoma
$850K
WA
294
Winfield Associates
Ohio
$847K -$1.2M -15,366 -59%
CTA
295
Colonial Trust Advisors
South Carolina
$842K +$156K +2,001 +23%
CM
296
Cornerstone Management
Georgia
$830K -$57.8K -741 -7%
PCA
297
Peddock Capital Advisors
Massachusetts
$827K -$57.7K -740 -7%
CIC
298
Carnegie Investment Counsel
Ohio
$819K +$3.79K +48 +0.5%
CPSAC
299
Chas P. Smith & Associates (CPS)
Florida
$817K +$16.4K +211 +2%
FWM
300
Focused Wealth Management
New York
$812K -$2.03K -26 -0.2%