DVY icon

iShares Select Dividend ETF

907 hedge funds and large institutions have $5.12B invested in iShares Select Dividend ETF in 2020 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 261 increasing their positions, 407 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
907
Holders Change
-105
Holders Change %
-10.38%
% of All Funds
20.04%
Holding in Top 10
35
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-28.57%
% of All Funds
0.77%
New
68
Increased
261
Reduced
407
Closed
160
Calls
$25.1M
Puts
$32.8M
Net Calls
-$7.71M
Net Calls Change
-$15K
Name Holding Trade Value Shares
Change
Shares
Change %
BAS
326
Brown Advisory Securities
Maryland
$1.07M -$246K -3,318 -19%
LNC
327
Lincoln National Corp
Pennsylvania
$1.07M -$33K -448 -3%
VFA
328
Valeo Financial Advisors
Indiana
$1.06M +$12.1K +149 +1%
FNBT
329
FineMark National Bank & Trust
Florida
$1.06M -$93.8K -1,275 -8%
FA
330
FMA Advisory
Pennsylvania
$1.05M -$6.47K -88 -0.6%
DLHL
331
Donald L. Hagan LLC
Florida
$1.05M
MWM
332
MinichMacGregor Wealth Management
New York
$1.05M +$1.05M +13,520 New
BAC
333
Boys Arnold & Co
North Carolina
$1.03M +$330K +4,490 +47%
SWM
334
Sugarloaf Wealth Management
Georgia
$1.03M -$28.5K -387 -3%
HMS
335
Hanseatic Management Services
New Mexico
$1.02M +$4.05K +55 +0.4%
CIC
336
Carnegie Investment Counsel
Ohio
$1.02M +$58.8K +800 +6%
LPT
337
Legacy Private Trust
Wisconsin
$1M -$62.9K -855 -6%
PL
338
Plancorp LLC
Missouri
$999K
CHC
339
City Holding Co
West Virginia
$992K +$34.2K +465 +4%
EWA
340
EP Wealth Advisors
California
$991K +$309K +4,206 +45%
BFPW
341
BOK Financial Private Wealth
Colorado
$989K +$749K +10,175 +311%
CA
342
CapWealth Advisors
Tennessee
$980K -$15.7K -213 -2%
AP
343
Adero Partners
California
$976K
IFWM
344
Institute for Wealth Management
Colorado
$975K -$201K -2,740 -17%
CPIG
345
Chicago Partners Investment Group
Illinois
$969K -$62.1K -774 -6%
SNBOSD
346
Security National Bank of So Dak
Iowa
$966K +$211K +2,875 +28%
BC
347
Brio Consultants
California
$961K -$236K -3,206 -20%
PGA
348
Portland Global Advisors
Maine
$953K
CF
349
Centaurus Financial
California
$947K -$19.1K -259 -2%
BB
350
Busey Bank
Illinois
$947K +$50.3K +684 +6%