DVY icon

iShares Select Dividend ETF

907 hedge funds and large institutions have $5.12B invested in iShares Select Dividend ETF in 2020 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 261 increasing their positions, 407 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
907
Holders Change
-105
Holders Change %
-10.38%
% of All Funds
20.04%
Holding in Top 10
35
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-28.57%
% of All Funds
0.77%
New
68
Increased
261
Reduced
407
Closed
160
Calls
$25.1M
Puts
$32.8M
Net Calls
-$7.71M
Net Calls Change
-$15K
Name Holding Trade Value Shares
Change
Shares
Change %
AllianceBernstein
526
AllianceBernstein
Tennessee
$437K
HWM
527
Howard Wealth Management
Connecticut
$430K
GC
528
Grimes & Company
Massachusetts
$430K +$430K +5,844 New
TP
529
Tranquility Partners
Tennessee
$429K -$15.8K -215 -4%
Chevy Chase Trust
530
Chevy Chase Trust
Maryland
$427K +$78.2K +1,063 +22%
CWC
531
Carolinas Wealth Consulting
North Carolina
$426K +$260K +3,540 +156%
AWA
532
Alaska Wealth Advisors
Alaska
$425K
WI
533
Wintrust Investments
Illinois
$424K +$93.7K +1,275 +28%
CNB
534
Camden National Bank
Maine
$423K -$206K -2,807 -33%
TPW
535
Tiller Private Wealth
Pennsylvania
$421K -$103K -1,404 -20%
DY
536
Dowling & Yahnke
California
$421K
BA
537
Bristlecone Advisors
Washington
$420K
SC
538
SouthState Corp
Florida
$418K -$132K -1,800 -24%
LA
539
LexAurum Advisors
Kansas
$417K +$5.22K +71 +1%
NCM
540
Neumann Capital Management
California
$415K -$44.2K -600 -10%
MIA
541
MainStreet Investment Advisors
Illinois
$414K +$171K +2,330 +71%
NFC
542
Northeast Financial Consultants
Connecticut
$409K
VAS
543
Vestmark Advisory Solutions
Massachusetts
$409K +$409K +5,563 New
BHB
544
Bank Hapoalim BM
Israel
$405K -$62.9K -855 -13%
ACM
545
Ategra Capital Management
Virginia
$404K +$35.7K +485 +10%
SS
546
Sunbelt Securities
Texas
$404K -$784K -10,664 -66%
TCM
547
Traynor Capital Management
Pennsylvania
$404K -$268K -3,641 -40%
SHJ
548
Sharkey, Howes & Javer
Colorado
$403K -$7.94K -108 -2%
FHC
549
Forest Hill Capital
Arkansas
$403K
PCA
550
Peddock Capital Advisors
Massachusetts
$402K -$125K -1,702 -24%