DVY icon

iShares Select Dividend ETF

1,221 hedge funds and large institutions have $8.56B invested in iShares Select Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 353 increasing their positions, 497 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,221
Holders Change
-8
Holders Change %
-0.65%
% of All Funds
17.7%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.51%
New
81
Increased
353
Reduced
497
Closed
72
Calls
$47.2M
Puts
$26.9M
Net Calls
+$20.4M
Net Calls Change
+$2.64M
Name Holding Trade Value Shares
Change
Shares
Change %
MCCP
376
Mission Creek Capital Partners
California
$1.52M -$10.7K -87 -0.7%
PWP
377
Precedent Wealth Partners
Texas
$1.52M -$219K -1,780 -13%
BJL
378
Brighton Jones LLC
Washington
$1.51M +$97.4K +791 +7%
BFPW
379
BOK Financial Private Wealth
Colorado
$1.51M -$64.1K -520 -4%
KP
380
Keel Point
Alabama
$1.5M +$805K +6,538 +115%
CIC
381
Carnegie Investment Counsel
Ohio
$1.5M -$105K -856 -7%
PB
382
Pinnacle Bancorp
Nebraska
$1.49M -$23.4K -190 -2%
HFA
383
High Falls Advisors
New York
$1.48M -$20.4K -166 -1%
EW
384
Evoke Wealth
California
$1.48M +$1.48M +11,993 New
SPWG
385
Syntegra Private Wealth Group
Missouri
$1.48M -$82K -666 -5%
MAM
386
MMA Asset Management
Pennsylvania
$1.48M -$1.07M -8,726 -42%
SYBT
387
Stock Yards Bank & Trust
Kentucky
$1.47M +$22.2K +180 +2%
FNB
388
Farmers National Bank
Kentucky
$1.46M +$215K +1,748 +17%
VPP
389
Vertex Planning Partners
Illinois
$1.44M +$123 +1 +0%
SFG
390
Sterling Financial Group
California
$1.44M
EIA
391
Eldridge Investment Advisors
New Hampshire
$1.43M +$5.67K +46 +0.4%
ACA
392
Aptus Capital Advisors
Alabama
$1.42M +$1.34M +10,885 +1,736%
CB
393
Cadence Bank
Mississippi
$1.4M -$71.3K -579 -5%
BFEC
394
Benjamin F. Edwards & Company
Missouri
$1.4M -$379K -3,080 -21%
GEA
395
Glen Eagle Advisors
New Jersey
$1.4M -$33.3K -270 -2%
WA
396
WBH Advisory
Maryland
$1.4M +$985 +8 +0.1%
KWA
397
Kingswood Wealth Advisors
California
$1.39M +$18.2K +148 +1%
PCA
398
Pallas Capital Advisors
Massachusetts
$1.38M +$111K +902 +9%
FHWM
399
Fox Hill Wealth Management
Massachusetts
$1.37M +$1.37M +11,111 New
UL
400
Unionview LLC
Washington
$1.37M -$146K -1,184 -10%