DVY icon

iShares Select Dividend ETF

1,229 hedge funds and large institutions have $9.37B invested in iShares Select Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 330 increasing their positions, 471 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,229
Holders Change
+82
Holders Change %
+7.15%
% of All Funds
18.02%
Holding in Top 10
34
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.56%
% of All Funds
0.5%
New
145
Increased
330
Reduced
471
Closed
49
Calls
$46.5M
Puts
$28.8M
Net Calls
+$17.7M
Net Calls Change
-$23.7M
Name Holding Trade Value Shares
Change
Shares
Change %
LNC
401
Lincoln National Corp
Pennsylvania
$1.4M -$20.3K -173 -1%
TWP
402
Tyche Wealth Partners
Texas
$1.38M +$1.38M +11,815 New
SYBT
403
Stock Yards Bank & Trust
Kentucky
$1.37M -$473K -4,031 -26%
VPP
404
Vertex Planning Partners
Illinois
$1.37M -$50.6K -432 -4%
SFG
405
Sterling Financial Group
California
$1.37M
PIA
406
Pinion Investment Advisors
Kansas
$1.36M +$361K +3,077 +36%
GEA
407
Glen Eagle Advisors
New Jersey
$1.36M -$181K -1,548 -12%
EIA
408
Eldridge Investment Advisors
New Hampshire
$1.36M +$234 +2 +0%
SFM
409
Signet Financial Management
New Jersey
$1.35M -$13.4K -114 -1%
PI
410
PFG Investments
New York
$1.35M +$56.7K +484 +4%
BJL
411
Brighton Jones LLC
Washington
$1.35M +$864K +7,367 +179%
VCA
412
Verdence Capital Advisors
Maryland
$1.33M +$9.5K +81 +0.7%
WA
413
WBH Advisory
Maryland
$1.33M -$52.4K -447 -4%
BWA
414
Blodgett Wealth Advisors
California
$1.31M -$176K -1,500 -12%
TWA
415
TCI Wealth Advisors
Arizona
$1.31M -$14.3K -122 -1%
KWA
416
Kingswood Wealth Advisors
California
$1.31M +$1.31M +11,147 New
TF
417
Tompkins Financial
New York
$1.29M +$14.2K +121 +1%
EFG
418
Embree Financial Group
Illinois
$1.29M +$1.29M +11,011 New
HIA
419
Harbor Investment Advisory
Maryland
$1.29M -$46.9K -400 -4%
OIA
420
OneDigital Investment Advisors
Kansas
$1.28M -$978K -8,347 -43%
FCP
421
Fidelis Capital Partners
Florida
$1.28M +$114K +975 +10%
KTA
422
Keeley-Teton Advisors
Illinois
$1.28M
IMC Chicago
423
IMC Chicago
Illinois
$1.27M +$1.27M +10,839 New
JFG
424
JMG Financial Group
Illinois
$1.26M
FNT
425
First National Trust
Pennsylvania
$1.25M -$163K -1,394 -12%