DVY icon

iShares Select Dividend ETF

1,176 hedge funds and large institutions have $9.35B invested in iShares Select Dividend ETF in 2023 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 302 increasing their positions, 514 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,176
Holders Change
-17
Holders Change %
-1.42%
% of All Funds
18.55%
Holding in Top 10
40
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-25.93%
% of All Funds
0.63%
New
70
Increased
302
Reduced
514
Closed
77
Calls
$35.2M
Puts
$37.5M
Net Calls
-$2.25M
Net Calls Change
+$267M
Name Holding Trade Value Shares
Change
Shares
Change %
TPWA
501
TRUE Private Wealth Advisors
Oregon
$974K -$1.36M -11,971 -58%
ACP
502
Aveo Capital Partners
Colorado
$969K +$21.2K +187 +2%
MWM
503
Meridian Wealth Management
Kentucky
$969K -$13.9K -123 -1%
VCM
504
Viewpoint Capital Management
Washington
$966K +$2.95K +26 +0.3%
AIP
505
ARS Investment Partners
New York
$964K
APA
506
Astoria Portfolio Advisors
New York
$958K -$18.5K -159 -2%
SVWAG
507
Sound View Wealth Advisors Group
Georgia
$951K +$340 +3 +0%
KC
508
Kades & Cheifetz
Pennsylvania
$942K -$5.44K -48 -0.6%
PP
509
Patten & Patten
Tennessee
$941K -$26.4K -233 -3%
PPC
510
Park Place Capital
Alabama
$935K +$680 +6 +0.1%
CCG
511
Chatham Capital Group
Georgia
$925K
KMWM
512
Keudell/Morrison Wealth Management
Oregon
$924K
FIA
513
Foundations Investment Advisors
Arizona
$922K +$238K +2,104 +35%
MKA
514
M. Kulyk & Associates
Georgia
$918K -$83.1K -733 -8%
OFS
515
Oldfather Financial Services
Nebraska
$915K -$699K -6,167 -43%
BFA
516
Beacon Financial Advisory
Ohio
$914K +$2.27K +20 +0.2%
KPWS
517
Kestra Private Wealth Services
Texas
$914K +$91.3K +806 +11%
FTS
518
Fifth Third Securities
Ohio
$913K +$92.1K +813 +11%
CAAS
519
Capital Asset Advisory Services
Michigan
$912K +$75.6K +657 +9%
LC
520
Lindbrook Capital
California
$910K
AIC
521
Archer Investment Corporation
Indiana
$899K +$75.6K +667 +9%
WTC
522
WhitTier Trust Company
Nevada
$897K
TF
523
TIAA FSB
Florida
$896K -$63.7K -562 -7%
HWA
524
Heartwood Wealth Advisors
Virginia
$896K +$329K +2,903 +58%
ABC
525
Associated Banc-Corp
Wisconsin
$896K