DVY icon

iShares Select Dividend ETF

1,027 hedge funds and large institutions have $7.95B invested in iShares Select Dividend ETF in 2021 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 388 increasing their positions, 296 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,027
Holders Change
+26
Holders Change %
+2.6%
% of All Funds
17.93%
Holding in Top 10
42
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.53%
% of All Funds
0.73%
New
81
Increased
388
Reduced
296
Closed
44
Calls
$165M
Puts
$21.3M
Net Calls
+$144M
Net Calls Change
+$47M
Name Holding Trade Value Shares
Change
Shares
Change %
FPW
751
Flagship Private Wealth
Massachusetts
$291K +$814 +7 +0.3%
CFA
752
Carroll Financial Associates
North Carolina
$288K
UBV
753
United Bank (Virginia)
Virginia
$287K
LWP
754
Legacy Wealth Planning
Nevada
$287K
PCA
755
Personal Capital Advisors
California
$286K -$32.7K -280 -10%
KPCM
756
Kings Point Capital Management
New York
$284K
MIM
757
Moseley Investment Management
Florida
$284K
NB
758
Northwest Bancshares
Pennsylvania
$281K -$37.5K -321 -12%
CG
759
Clarus Group
Texas
$281K
GWS
760
Glassman Wealth Services
Virginia
$281K
SYBT
761
Stock Yards Bank & Trust
Kentucky
$279K -$35K -300 -11%
APA
762
Allegiant Private Advisors
Florida
$279K
BCM
763
BTR Capital Management
California
$279K +$49.4K +424 +22%
PTC
764
Philadelphia Trust Company
Pennsylvania
$278K -$17.5K -150 -6%
PCMC
765
Private Capital Management (Colorado)
Colorado
$277K
OSAM
766
O'Shaughnessy Asset Management
Connecticut
$277K
FFA
767
Founders Financial Alliance
North Carolina
$277K +$1.75K +15 +0.6%
AA
768
AlphaMark Advisors
Kentucky
$275K -$21.6K -185 -7%
AA
769
Advisory Alpha
Michigan
$275K -$11.1K -95 -4%
ACM
770
Allred Capital Management
Texas
$275K +$582 +5 +0.2%
EP
771
Eudaimonia Partners
Tennessee
$275K +$3.49K +30 +1%
KC
772
Kingfisher Capital
North Carolina
$273K -$6.65K -57 -2%
RCM
773
Rain Capital Management
Oregon
$273K +$4.56K +39 +2%
AIM
774
Anchor Investment Management
South Carolina
$272K +$466 +4 +0.2%
CTB
775
Country Trust Bank
Illinois
$271K