DVY icon

iShares Select Dividend ETF

901 hedge funds and large institutions have $6.98B invested in iShares Select Dividend ETF in 2019 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 290 increasing their positions, 320 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
901
Holders Change
+24
Holders Change %
+2.74%
% of All Funds
19.53%
Holding in Top 10
46
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.22%
% of All Funds
1%
New
87
Increased
290
Reduced
320
Closed
53
Calls
$13.7M
Puts
$10.5M
Net Calls
+$3.21M
Net Calls Change
-$4.35M
Name Holding Trade Value Shares
Change
Shares
Change %
SFWC
701
Strategic Family Wealth Counselors
New Jersey
$239K +$1.67K +17 +0.7%
DAC
702
Dividend Assets Capital
South Carolina
$239K +$239K +2,434 New
FA
703
FCG Advisors
New Jersey
$238K +$983 +10 +0.4%
GWS
704
Glassman Wealth Services
Virginia
$237K
AIS
705
American Investment Services
Massachusetts
$236K +$236K +2,400 New
PCMC
706
Private Capital Management (Colorado)
Colorado
$233K
GP
707
Girard Partners
Pennsylvania
$232K
WTB
708
Washington Trust Bank
Washington
$232K
FWSM
709
First Wilshire Securities Management
California
$231K
AFC
710
AFT Forsyth & Company
Florida
$231K
WCM
711
Whitener Capital Management
North Carolina
$231K +$9.82K +100 +4%
RFN
712
RDA Financial Network
Iowa
$229K +$229K +2,289 New
FWM
713
Focused Wealth Management
New York
$227K -$16.5K -168 -7%
PWW
714
Pettyjohn Wood & White
Virginia
$226K -$29K -295 -11%
JFG
715
JMG Financial Group
Illinois
$225K
VWM
716
Valley Wealth Managers
New Jersey
$225K +$225K +2,288 New
ECM
717
Elgethun Capital Management
South Dakota
$223K
KFP
718
KMG Fiduciary Partners
Ohio
$222K +$222K +2,260 New
TW
719
TrinityPoint Wealth
Connecticut
$222K +$222K +2,261 New
SNT
720
Security National Trust
West Virginia
$221K
NPF
721
Norris Perne & French
Michigan
$219K +$219K +2,227 New
BBHC
722
Brown Brothers Harriman & Co
New York
$218K
SPI
723
Santori & Peters Inc
Pennsylvania
$217K +$217K +2,217 New
WKWM
724
Walter & Keenan Wealth Management
Indiana
$216K +$216K +2,200 New
AA
725
Advisory Alpha
Michigan
$215K +$688 +7 +0.3%