DVY icon

iShares Select Dividend ETF

1,147 hedge funds and large institutions have $8.31B invested in iShares Select Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 241 increasing their positions, 462 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,147
Holders Change
-29
Holders Change %
-2.47%
% of All Funds
18.29%
Holding in Top 10
36
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10%
% of All Funds
0.57%
New
75
Increased
241
Reduced
462
Closed
89
Calls
$60.4M
Puts
$19M
Net Calls
+$41.4M
Net Calls Change
+$43.6M
Name Holding Trade Value Shares
Change
Shares
Change %
CGH
326
CMG Global Holdings
Texas
$1.77M +$37.5K +348 +2%
WB
327
WesBanco Bank
West Virginia
$1.76M -$195K -1,807 -10%
EAM
328
Evanson Asset Management
California
$1.75M +$32.3K +300 +2%
NSCM
329
New South Capital Management
Tennessee
$1.75M
PBK
330
Peoples Bank (Kansas)
Kansas
$1.74M +$1.74M +16,196 New
MOS
331
MGO One Seven
Ohio
$1.74M -$838K -7,782 -33%
JE
332
JMAC Enterprises
Pennsylvania
$1.74M +$3.88K +36 +0.2%
KWM
333
Kaydan Wealth Management
Michigan
$1.73M -$8.72K -81 -0.5%
SS
334
Sunbelt Securities
Texas
$1.73M +$10.3K +96 +0.6%
FSA
335
Franklin Street Advisors
North Carolina
$1.72M
PCA
336
Pallas Capital Advisors
Massachusetts
$1.71M +$125K +1,199 +8%
IAG
337
Investment Advisory Group
Massachusetts
$1.7M -$40K -372 -2%
MFA
338
Mayflower Financial Advisors
Massachusetts
$1.7M +$36K +334 +2%
SYBT
339
Stock Yards Bank & Trust
Kentucky
$1.69M +$531K +4,930 +46%
TCA
340
Transcend Capital Advisors
New Jersey
$1.69M
FCI
341
Financial Counselors Inc
Kansas
$1.68M +$104K +965 +7%
AMG
342
Asset Management Group
Connecticut
$1.68M -$1.83K -17 -0.1%
CPIA
343
Cornell Pochily Investment Advisors
New York
$1.67M -$366K -3,400 -18%
PWM
344
Paulson Wealth Management
Illinois
$1.67M +$45.1K +419 +3%
PIMG
345
Patriot Investment Management Group
Tennessee
$1.66M +$51K +474 +3%
Neuberger Berman Group
346
Neuberger Berman Group
New York
$1.64M +$5.27K +49 +0.3%
SIC
347
Salem Investment Counselors
North Carolina
$1.64M
IWP
348
Invenio Wealth Partners
Florida
$1.64M -$1.17M -10,851 -42%
TAM
349
Townsend Asset Management
North Carolina
$1.61M
HSBC Holdings
350
HSBC Holdings
United Kingdom
$1.6M