DVY icon

iShares Select Dividend ETF

1,193 hedge funds and large institutions have $10.4B invested in iShares Select Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 398 increasing their positions, 416 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,193
Holders Change
-41
Holders Change %
-3.32%
% of All Funds
19.09%
Holding in Top 10
54
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-19.4%
% of All Funds
0.86%
New
81
Increased
398
Reduced
416
Closed
89
Calls
$874M
Puts
$1.14B
Net Calls
-$269M
Net Calls Change
-$286M
Name Holding Trade Value Shares
Change
Shares
Change %
LNWWM
601
Laird Norton Wetherby Wealth Management
California
$709K -$42.7K -364 -6%
FIA
602
Foundations Investment Advisors
Arizona
$707K +$26.8K +229 +4%
HAIM
603
Hunter Associates Investment Management
Pennsylvania
$705K -$11.8K -100 -2%
PWLP
604
Prio Wealth Limited Partnership
Massachusetts
$704K +$14.6K +125 +2%
USCWA
605
U.S. Capital Wealth Advisors
Texas
$702K +$176K +1,500 +33%
DIP
606
DT Investment Partners
Pennsylvania
$702K -$20.5K -175 -3%
GT
607
Greenleaf Trust
Michigan
$700K +$93.2K +795 +15%
AIA
608
Armor Investment Advisors
North Carolina
$698K -$36.7K -313 -5%
CBFP
609
Cedar Brook Financial Partners
Ohio
$697K +$16.5K +141 +2%
PIA
610
Pinion Investment Advisors
Kansas
$693K +$17.3K +148 +3%
GSB
611
Greenfield Savings Bank
Massachusetts
$693K -$11.7K -100 -2%
WA
612
Waverly Advisors
Alabama
$693K -$3.07M -26,203 -82%
FPAS
613
Focus Partners Advisor Solutions
Missouri
$693K +$257K +2,191 +59%
WDG
614
Wealth Dimensions Group
Ohio
$692K -$18K -154 -3%
CTC
615
Central Trust Company
Missouri
$692K +$17.1K +146 +3%
CL
616
Choreo LLC
Illinois
$691K +$72.7K +620 +12%
LBC
617
Lowe Brockenbrough & Co
Virginia
$689K +$384K +3,274 +125%
WF
618
Warner Financial
Maryland
$687K +$3.4K +29 +0.5%
BW
619
BIP Wealth
Georgia
$685K +$685K +5,846 New
EWM
620
Evermay Wealth Management
Virginia
$681K
VAS
621
Vestmark Advisory Solutions
Massachusetts
$680K +$2.34K +20 +0.3%
FA
622
Fagan Associates
New York
$679K +$586 +5 +0.1%
NP
623
NorthRock Partners
Minnesota
$676K -$65.6K -560 -9%
RSWM
624
Robertson Stephens Wealth Management
California
$674K -$24.5K -209 -4%
KP
625
Keel Point
Alabama
$673K +$5.63K +48 +0.8%