DVY icon

iShares Select Dividend ETF

833 hedge funds and large institutions have $6.79B invested in iShares Select Dividend ETF in 2018 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 263 increasing their positions, 306 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
833
Holders Change
+17
Holders Change %
+2.08%
% of All Funds
19.07%
Holding in Top 10
38
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5%
% of All Funds
0.87%
New
61
Increased
263
Reduced
306
Closed
38
Calls
$28.4M
Puts
$11.8M
Net Calls
+$16.6M
Net Calls Change
+$11.7M
Name Holding Trade Value Shares
Change
Shares
Change %
MIM
526
Marco Investment Management
Georgia
$409K
GKIM
527
GW&K Investment Management
Massachusetts
$408K +$408K +4,085 New
FA
528
FC Advisory
Pennsylvania
$407K +$797 +8 +0.2%
CA
529
Cambridge Advisors
Nebraska
$406K -$100 -1 -0%
SMC
530
Smith, Moore & Co
Missouri
$405K -$1.1K -11 -0.3%
WPA
531
West Paces Advisors
Georgia
$400K
NWS
532
Newport Wealth Strategies
California
$398K
RMCM
533
Reynders McVeigh Capital Management
Massachusetts
$395K +$115K +1,150 +41%
HL
534
HeadInvest LLC
Maine
$395K +$115K +1,155 +41%
BJL
535
Brighton Jones LLC
Washington
$391K +$22.7K +227 +6%
CBT
536
Capital Bank & Trust
California
$389K
1WA
537
180 Wealth Advisors
Washington
$389K +$598 +6 +0.2%
SC
538
Searle & Co
Connecticut
$385K
AFM
539
Abbot Financial Management
Massachusetts
$384K -$9.99K -100 -3%
PIM
540
Penobscot Investment Management
Massachusetts
$384K -$9.98K -100 -3%
FI
541
FormulaFolio Investments
Michigan
$382K +$21.5K +216 +6%
KFC
542
Klingenstein Fields & Co
New York
$381K
CFGS
543
Concourse Financial Group Securities
Alabama
$380K +$380K +3,776 New
RWM
544
Ritholtz Wealth Management
New York
$375K +$10.6K +106 +3%
SIC
545
Sigma Investment Counselors
Michigan
$371K +$69.8K +700 +23%
IFA
546
Interactive Financial Advisors
Illinois
$370K -$4.69K -47 -1%
Luther King Capital Management (LKCM)
547
Luther King Capital Management (LKCM)
Texas
$369K -$394K -4,030 Closed
AIM
548
Anchor Investment Management
South Carolina
$366K -$1.8K -18 -0.5%
MLL
549
Moody Lynn & Lieberson
Massachusetts
$365K
IAMOG
550
Investors Asset Management of Georgia
Georgia
$364K