DVY icon

iShares Select Dividend ETF

577 hedge funds and large institutions have $5.8B invested in iShares Select Dividend ETF in 2015 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 214 increasing their positions, 204 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
577
Holders Change
-12
Holders Change %
-2.04%
% of All Funds
15.39%
Holding in Top 10
40
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.09%
% of All Funds
1.07%
New
47
Increased
214
Reduced
204
Closed
50
Calls
$9M
Puts
$7.54M
Net Calls
+$1.46M
Net Calls Change
+$8.28M
Name Holding Trade Value Shares
Change
Shares
Change %
KFP
401
Keystone Financial Planning
Ohio
$420K -$115K -1,475 -21%
BAC
402
Boys Arnold & Co
North Carolina
$416K -$31.2K -400 -7%
JWM
403
Jacobus Wealth Management
Wisconsin
$416K
PG
404
Patten Group
Tennessee
$409K -$85.9K -1,105 -17%
CWM
405
Concert Wealth Management
California
$405K +$20.4K +691 +5%
LC
406
Lourd Capital
California
$403K +$130K +1,674 +48%
IAMOG
407
Investors Asset Management of Georgia
Georgia
$402K
CCM
408
Catawba Capital Management
Virginia
$398K -$11.7K -150 -3%
FHB
409
First Hawaiian Bank
Hawaii
$393K
OWD
410
Osborn Williams & Donohoe
Ohio
$392K +$2.1K +27 +0.5%
JCM
411
Jag Capital Management
Missouri
$390K -$979K -12,564 -72%
FFA
412
First Foundation Advisors
California
$390K +$11.7K +150 +3%
NFC
413
Northeast Financial Consultants
Connecticut
$382K
IWM
414
Integrated Wealth Management
California
$382K +$382K +4,908 New
Toronto Dominion Bank
415
Toronto Dominion Bank
Ontario, Canada
$381K
FFC
416
First Financial Corp
Indiana
$380K -$1.01K -13 -0.3%
WTC
417
WhitTier Trust Company
Nevada
$374K -$6.94K -89 -2%
SFG
418
SNS Financial Group
Minnesota
$374K +$374K +4,800 New
BFS
419
Bradley Foster & Sargent
Connecticut
$369K +$57.3K +735 +18%
DWT
420
Dorsey & Whitney Trust
South Dakota
$366K -$66.5K -855 -15%
BCM
421
BTR Capital Management
California
$366K +$11.7K +150 +3%
CG
422
Caprock Group
Idaho
$365K +$53.8K +690 +17%
NPIT
423
National Penn Investors Trust
Pennsylvania
$363K -$76.1K -977 -17%
DDC
424
Daniel Devine & Co
Florida
$355K
CAM
425
Carret Asset Management
New York
$349K +$3.9K +50 +1%