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 %
MPI
501
Mairs & Power Inc
Minnesota
$979K +$105K +900 +12%
CCG
502
Chatham Capital Group
Georgia
$973K
ICM
503
Islay Capital Management
Texas
$969K +$77.7K +663 +9%
PTC
504
Private Trust Company
Ohio
$962K -$67.1K -572 -7%
KMWM
505
Keudell/Morrison Wealth Management
Oregon
$956K
BFA
506
Beacon Financial Advisory
Ohio
$954K -$2.34K -20 -0.2%
LNB
507
Ledyard National Bank
$953K -$27.1K -231 -3%
AIC
508
Archer Investment Corporation
Indiana
$946K +$15.6K +133 +2%
LC
509
Lindbrook Capital
California
$941K
AF
510
Apollon Financial
South Carolina
$938K +$938K +8,003 New
ABC
511
Associated Banc-Corp
Wisconsin
$937K -$5.28K -45 -0.6%
SNBOSD
512
Security National Bank of So Dak
Iowa
$935K -$23.4K -200 -2%
Wealthfront Advisers
513
Wealthfront Advisers
California
$934K -$2.02M -17,195 -68%
SSWM
514
Sheets Smith Wealth Management
North Carolina
$927K +$2.23K +19 +0.2%
FMTC
515
Farmers & Merchants Trust Company
California
$925K -$89.8K -766 -9%
WB
516
Webster Bank
Connecticut
$922K -$570K -4,866 -38%
GAM
517
Gould Asset Management
California
$918K +$9.38K +80 +1%
PP
518
Patten & Patten
Tennessee
$916K -$38.7K -330 -4%
FIA
519
Foundations Investment Advisors
Arizona
$915K -$13.8K -119 -1%
CT
520
Cambridge Trust
Massachusetts
$912K -$5.39K -46 -0.6%
DW
521
Dodds Wealth
Colorado
$909K +$909K +7,756 New
WAG
522
Winthrop Advisory Group
Massachusetts
$907K -$138K -1,176 -13%
IWN
523
Independent Wealth Network
Iowa
$903K +$134K +1,147 +17%
SVWAG
524
Sound View Wealth Advisors Group
Georgia
$900K -$83.5K -712 -8%
CCB
525
Country Club Bank
Missouri
$900K