DVY icon

iShares Select Dividend ETF

816 hedge funds and large institutions have $6.43B invested in iShares Select Dividend ETF in 2018 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 211 increasing their positions, 329 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
816
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
18.71%
Holding in Top 10
40
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14.89%
% of All Funds
0.92%
New
44
Increased
211
Reduced
329
Closed
35
Calls
$36M
Puts
$31.1M
Net Calls
+$4.87M
Net Calls Change
+$2.52M
Name Holding Trade Value Shares
Change
Shares
Change %
WPA
526
West Paces Advisors
Georgia
$392K +$98K +1,003 +33%
HIIFS
527
Harel Insurance Investments & Financial Services
Israel
$391K +$97.8K +1,000 +33%
AWM
528
Altium Wealth Management
New York
$391K +$391K +4,003 New
AFM
529
Abbot Financial Management
Massachusetts
$386K -$23.5K -240 -6%
PIM
530
Penobscot Investment Management
Massachusetts
$386K +$19.9K +203 +5%
UR
531
USCA RIA
Texas
$381K
1WA
532
180 Wealth Advisors
Washington
$381K +$103K +1,051 +37%
CBT
533
Capital Bank & Trust
California
$381K +$225K +2,300 +144%
SC
534
Searle & Co
Connecticut
$377K
SWA
535
SFMG Wealth Advisors
Texas
$375K +$375K +3,832 New
BBA
536
BLB&B Advisors
Pennsylvania
$373K
KFC
537
Klingenstein Fields & Co
New York
$373K +$14.7K +150 +4%
IFA
538
Interactive Financial Advisors
Illinois
$367K -$24.6K -252 -6%
KC
539
Kingfisher Capital
North Carolina
$365K
BJL
540
Brighton Jones LLC
Washington
$361K
DAC
541
Dividend Assets Capital
South Carolina
$361K +$45.9K +470 +15%
AIM
542
Anchor Investment Management
South Carolina
$360K -$50.8K -520 -12%
CCA
543
Clearwater Capital Advisors
Illinois
$358K -$11.7K -120 -3%
MLL
544
Moody Lynn & Lieberson
Massachusetts
$358K
IAMOG
545
Investors Asset Management of Georgia
Georgia
$357K
RWM
546
Ritholtz Wealth Management
New York
$357K +$7.13K +73 +2%
FI
547
FormulaFolio Investments
Michigan
$353K +$52.7K +540 +18%
CAM
548
Crestone Asset Management
Colorado
$352K -$98.8K -1,012 -22%
SS
549
Sunbelt Securities
Texas
$349K -$50.6K -518 -13%
KFGK
550
Keystone Financial Group (Kentucky)
Kentucky
$349K +$11.6K +119 +3%