DVY icon

iShares Select Dividend ETF

853 hedge funds and large institutions have $4.85B invested in iShares Select Dividend ETF in 2020 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 209 increasing their positions, 400 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
853
Holders Change
-25
Holders Change %
-2.85%
% of All Funds
17.26%
Holding in Top 10
24
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.24%
% of All Funds
0.49%
New
55
Increased
209
Reduced
400
Closed
70
Calls
$41.9M
Puts
$205M
Net Calls
-$163M
Net Calls Change
-$211M
Name Holding Trade Value Shares
Change
Shares
Change %
CRC
376
Curi RMB Capital
Illinois
$835K +$126K +1,546 +18%
TFCP
377
Twin Focus Capital Partners
Massachusetts
$832K
BJ
378
Brouwer & Janachowski
California
$826K -$57.5K -705 -7%
CA
379
CapWealth Advisors
Tennessee
$824K -$80K -981 -9%
TF
380
Tompkins Financial
New York
$815K
KWM
381
Kingsview Wealth Management
Oregon
$794K -$42.8K -525 -5%
CA
382
Clearstead Advisors
Ohio
$793K -$42.2K -518 -5%
RCAG
383
Rehmann Capital Advisory Group
Michigan
$792K -$108K -1,321 -12%
MIP
384
Marietta Investment Partners
Wisconsin
$788K
HCIA
385
Hochman Cole Investment Advisors
Illinois
$783K +$24K +294 +3%
AC
386
Abbrea Capital
California
$776K -$87.7K -1,075 -10%
GLA
387
Good Life Advisors
Pennsylvania
$775K -$63.4K -780 -8%
OAM
388
Occidental Asset Management
California
$766K
WP
389
WealthPLAN Partners
Nebraska
$763K -$29.3K -326 -4%
AWA
390
Acorn Wealth Advisors
Michigan
$758K -$7.34K -90 -1%
Carson Wealth (CWM LLC)
391
Carson Wealth (CWM LLC)
Nebraska
$756K
Lido Advisors
392
Lido Advisors
California
$753K +$75K +920 +11%
CA
393
Calton & Associates
Florida
$751K -$66.4K -814 -8%
BAM
394
Belpointe Asset Management
Nevada
$746K +$233K +2,860 +45%
SFA
395
Sequoia Financial Advisors
Ohio
$745K +$33.4K +410 +5%
TLP
396
Trinity Legacy Partners
Texas
$738K +$51.2K +596 +7%
APP
397
Avantax Planning Partners
Iowa
$734K -$114K -1,401 -13%
CIA
398
Choate Investment Advisors
Massachusetts
$733K -$55.1K -676 -7%
CS
399
Credit Suisse
Switzerland
$733K -$7.34K -90 -1%
PCG
400
Private Capital Group
Connecticut
$733K