DVY icon

iShares Select Dividend ETF

703 hedge funds and large institutions have $6.52B invested in iShares Select Dividend ETF in 2017 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 216 increasing their positions, 289 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
703
Holders Change
-2
Holders Change %
-0.28%
% of All Funds
17.55%
Holding in Top 10
45
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.12%
New
43
Increased
216
Reduced
289
Closed
37
Calls
$36.6M
Puts
$11.9M
Net Calls
+$24.7M
Net Calls Change
+$35.3M
Name Holding Trade Value Shares
Change
Shares
Change %
PCA
401
Peddock Capital Advisors
Massachusetts
$679K -$104K -1,130 -13%
BW
402
Bison Wealth
Georgia
$676K -$30.7K -333 -4%
TYCC
403
Texas Yale Capital Corp
Florida
$673K
MWM
404
Mascoma Wealth Management
New Hampshire
$670K +$463K +5,016 +223%
LPIC
405
LeJeune Puetz Investment Counsel
Michigan
$666K
BAC
406
Boys Arnold & Co
North Carolina
$663K +$182K +1,971 +38%
TCM
407
Traynor Capital Management
Pennsylvania
$662K +$215K +2,318 +48%
GLA
408
Great Lakes Advisors
Illinois
$659K -$51.7K -561 -7%
LIC
409
Lodestar Investment Counsel
Illinois
$634K -$46.1K -500 -7%
RW
410
Rand Wealth
Maryland
$628K -$364K -3,949 -37%
MHS
411
M Holdings Securities
Oregon
$622K -$55.8K -606 -8%
OCM
412
Orleans Capital Management
Louisiana
$622K +$4.61K +50 +0.7%
TCM
413
Tuttle Capital Management
Connecticut
$618K +$147K +1,599 +31%
SBH
414
Segall Bryant & Hamill
Illinois
$615K +$9.59K +104 +2%
UR
415
USCA RIA
Texas
$614K +$2.49K +27 +0.4%
Barclays
416
Barclays
United Kingdom
$609K +$149K +1,620 +33%
AG
417
Aperio Group
California
$599K +$599K +6,498 New
FPFS
418
First Personal Financial Services
North Carolina
$598K +$498K +5,401 +500%
NAMP
419
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$597K -$173K -1,875 -22%
DJSG
420
D.J. St. Germain
Massachusetts
$597K
FHB
421
First Hawaiian Bank
Hawaii
$595K +$66.2K +717 +13%
DY
422
Dowling & Yahnke
California
$576K
NCM
423
Neumann Capital Management
California
$572K
KCM
424
Kanawha Capital Management
Virginia
$571K -$15K -163 -3%
WS
425
Wedbush Securities
California
$569K -$23.1K -250 -4%