DVY icon

iShares Select Dividend ETF

705 hedge funds and large institutions have $6.51B invested in iShares Select Dividend ETF in 2017 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 234 increasing their positions, 265 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
705
Holders Change
+7
Holders Change %
+1%
% of All Funds
17.58%
Holding in Top 10
45
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-16.67%
% of All Funds
1.12%
New
59
Increased
234
Reduced
265
Closed
40
Calls
$18.3M
Puts
$28.9M
Net Calls
-$10.6M
Net Calls Change
+$2.94M
Name Holding Trade Value Shares
Change
Shares
Change %
FFW
601
Fusion Family Wealth
New York
$178K -$98.1K -1,075 -36%
MWM
602
MinichMacGregor Wealth Management
New York
$177K
KPCM
603
Kings Point Capital Management
New York
$175K
AIA
604
Armor Investment Advisors
North Carolina
$172K
BAM
605
Barrett Asset Management
New York
$171K
WIM
606
Westside Investment Management
California
$166K +$25.5K +281 +18%
RWG
607
Regal Wealth Group
California
$166K +$5.36K +59 +3%
Schroder Investment Management Group
608
Schroder Investment Management Group
United Kingdom
$157K -$53.9K -590 -26%
CFD
609
Creative Financial Designs
Indiana
$154K -$199K -2,172 -56%
WAM
610
Wealthspire Advisors (Maryland)
Maryland
$152K -$911 -10 -0.6%
AWM
611
AllSquare Wealth Management
New York
$152K +$9.57K +105 +7%
TCOV
612
Trust Company of Vermont
Vermont
$146K +$9.12K +100 +7%
Bessemer Group
613
Bessemer Group
New Jersey
$141K -$38.8K -426 -22%
CB
614
Community Bank
New York
$140K -$3.01K -33 -2%
AP
615
Atwood & Palmer
Missouri
$140K
PR
616
Payden & Rygel
California
$137K
PS
617
Portfolio Solutions
Michigan
$137K +$137K +1,500 New
HDIM
618
Hanson & Doremus Investment Management
Vermont
$133K
JFA
619
JNBA Financial Advisors
Minnesota
$128K
WOC
620
West Oak Capital
California
$123K
MA
621
MCF Advisors
Kentucky
$120K +$22.7K +248 +23%
EWM
622
Edge Wealth Management
New York
$117K +$5.29K +58 +5%
PAI
623
Pittenger & Anderson Inc
Nebraska
$109K +$10.9K +120 +11%
MMG
624
Monetary Management Group
Missouri
$107K +$4.55K +50 +4%
WAM
625
Watermark Asset Management
California
$104K +$104K +1,138 New