DVY icon

iShares Select Dividend ETF

609 hedge funds and large institutions have $5.78B invested in iShares Select Dividend ETF in 2016 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 200 increasing their positions, 222 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
609
Holders Change
+3
Holders Change %
+0.5%
% of All Funds
16.25%
Holding in Top 10
49
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+22.5%
% of All Funds
1.31%
New
54
Increased
200
Reduced
222
Closed
45
Calls
$17.2M
Puts
$9.02M
Net Calls
+$8.2M
Net Calls Change
+$9.45M
Name Holding Trade Value Shares
Change
Shares
Change %
RWA
301
River Wealth Advisors
Pennsylvania
$924K +$134K +1,647 +17%
FPCM
302
Financial Partners Capital Management
New York
$915K
MPM
303
Meritage Portfolio Management
Kansas
$913K -$355K -4,350 -28%
WP
304
WealthSource Partners
California
$891K +$891K +10,914 New
EWM
305
Evermay Wealth Management
Virginia
$888K +$112K +1,375 +14%
Brown Advisory
306
Brown Advisory
Maryland
$881K -$273K -3,338 -24%
NCM
307
Narwhal Capital Management
Georgia
$878K +$134K +1,640 +18%
VCM
308
Versant Capital Management
Arizona
$868K +$14.6K +179 +2%
KAM
309
Keeley Asset Management
Illinois
$867K +$867K +10,621 New
BCFS
310
Butensky & Cohen Financial Security
Florida
$864K +$25.5K +312 +3%
DG
311
Davidson & Garrard
Virginia
$863K -$8.17K -100 -0.9%
CG
312
Cutler Group
California
$861K +$861K +10,544 New
I
313
IberiaBank
Louisiana
$851K -$483K -5,912 -36%
RW
314
Rand Wealth
Maryland
$849K -$5.88K -72 -0.7%
SWA
315
Sutton Wealth Advisors
Florida
$840K +$840K +10,289 New
BFA
316
Beaumont Financial Advisors
Massachusetts
$835K -$3.02M -38,772 -78%
CFG
317
Citizens Financial Group
Rhode Island
$834K -$82.1K -1,005 -9%
PBT
318
Pictet Bank & Trust
Bahamas
$825K +$406K +4,970 +97%
WA
319
Winfield Associates
Ohio
$821K +$71.8K +879 +10%
WPP
320
Whalerock Point Partners
Rhode Island
$819K +$819K +10,039 New
MIP
321
Marietta Investment Partners
Wisconsin
$814K -$286K -3,500 -26%
HSA
322
HBK Sorce Advisory
Pennsylvania
$812K -$24.9K -305 -3%
TNB
323
Thomasville National Bank
Georgia
$805K +$68.7K +841 +9%
AIA
324
Alerus Investment Advisors
Minnesota
$804K -$26.1K -320 -3%
CG
325
Colony Group
Massachusetts
$802K +$36.1K +442 +5%