DVY icon

iShares Select Dividend ETF

1,229 hedge funds and large institutions have $9.37B invested in iShares Select Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 330 increasing their positions, 471 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,229
Holders Change
+82
Holders Change %
+7.15%
% of All Funds
18.02%
Holding in Top 10
34
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.56%
% of All Funds
0.5%
New
145
Increased
330
Reduced
471
Closed
49
Calls
$46.5M
Puts
$28.8M
Net Calls
+$17.7M
Net Calls Change
-$23.7M
Name Holding Trade Value Shares
Change
Shares
Change %
LNWWM
601
Laird Norton Wetherby Wealth Management
California
$709K
DIP
602
DT Investment Partners
Pennsylvania
$703K
MPW
603
Monterey Private Wealth
California
$703K +$1.52K +13 +0.2%
USCWA
604
U.S. Capital Wealth Advisors
Texas
$703K
MPWT
605
MassMutual Private Wealth & Trust
Connecticut
$702K +$214K +1,825 +44%
SPIS
606
Steward Partners Investment Solutions
Oregon
$702K +$702K +5,989 New
RAG
607
RIA Advisory Group
Iowa
$701K +$701K +3,139 New
HPC
608
HM Payson & Co
Maine
$700K -$111K -950 -14%
WF
609
Warner Financial
Maryland
$700K +$12.5K +107 +2%
LBC
610
Lowe Brockenbrough & Co
Virginia
$690K
FPCP
611
Fort Point Capital Partners
California
$689K +$19.2K +164 +3%
FA
612
Fagan Associates
New York
$687K +$1.52K +13 +0.2%
GPA
613
Guerra Pan Advisors
New Jersey
$685K +$30.7K +262 +5%
GSB
614
Greenfield Savings Bank
Massachusetts
$681K
FGA
615
Fortis Group Advisors
New Jersey
$681K
TYCC
616
Texas Yale Capital Corp
Florida
$679K
MIM
617
Marco Investment Management
Georgia
$678K -$14.7K -125 -2%
HWA
618
Heartwood Wealth Advisors
Virginia
$675K +$130K +1,108 +24%
TA
619
TruWealth Advisors
Louisiana
$675K +$14.1K +120 +2%
AWM
620
Avior Wealth Management
Nebraska
$670K +$35.9K +306 +6%
ML
621
Mayport LLC
Massachusetts
$669K +$161K +1,376 +32%
WA
622
WealthTrust Axiom
Pennsylvania
$667K
KP
623
Keel Point
Alabama
$665K +$15.5K +132 +2%
GCM
624
G2 Capital Management
Ohio
$660K -$51.1K -436 -7%
SC
625
SouthState Corp
Florida
$659K -$103K -879 -14%